Tuesday, June 3, 2014

Adding a Reminder to the Day Sheet to Follow Up on Difficult Procedures

When a patient has a difficult procedure completed like a root canal or extraction, many offices make follow-up calls to that patient in the evening after their procedure. Dentrix helps you identify which patients may need a follow-up call by adding an asterisk on the Day Sheet next to the phone number of any patient who had a difficult procedure completed.

Dentrix considers a procedure to be "difficult" when it has been flagged in the Procedure Code Editor as a difficult procedure.  You can customize which procedures are considered difficult and show up on the Day Sheet with an asterisk.

To flag a procedure as a Difficult Procedure:
  1. From the Office Manager, click Maintenance > Practice Setup > Procedure Code Setup. The Procedure Code Setup dialog box appears.
  2. Select the procedure code you want to flag as a difficult procedure and click Edit. The Procedure Code Editor - Existing dialog box appears.

  3. Check the Difficult Proc. option in the Treatment Flags group box. An asterisk will appear on the Day Sheet next to the phone number of any patient who has this procedure completed that day, indicating that they may need a follow-up call.

The Day Sheet is one of the reports covered in the 10 Basic Dentrix Reports Every Office Should Use course offered at this year's Business of Dentistry Conference. Visit businessofdentistry.com/dentrix for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered.

For more information on the Day Sheet, see the "Generating Key Reports" tutorial (article #41844) in the Dentrix Resource Center.


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