Tuesday, December 9, 2014

Closing the Office on a Selected Day

Updated 4/29/2019

When the entire office is closed for a holiday or other event, instead of just blocking off the operatories in the schedule, the best thing to do is to close the office on that day in the Appointment Book.

If you leave the office open and just block out time, the day will still be counted as available time on your reports and your weekly and hourly production totals will be lower than they should be.

When you close the day in the Appointment Book, the day will be grayed out and will give you a warning that the office is closed if you try to schedule something on that day.

To close the office on a selected day:

  1. From the Appointment Book, click Setup > Practice Schedule.


  2. Select the day the office will be closed, click the Office Closed button, and then click Close Office on selected date. The hours will be removed from the day and it will turn gray. The day will also be grayed out in the Appointment Book.
  3. Click Close to return to the Appointment Book.
Bonus Tip:  You can also close the office for holidays that occur on the same date every year (such as July 4th or Christmas Day). When you click Office Closed, click Set Yearly Holiday on selected day. Do not use this option for holidays that occur on the same day of the week each year, but not the same date (for example, Thanksgiving and Memorial Day).

For more information, read the Setting Yearly Holiday Closures and Closing the Office For a Day topics in Dentrix Help.

Tuesday, December 2, 2014

Referring Several Procedures at Once

Updated 4/29/2019

At times a patient may have several procedures or a series of procedures that you are referring to a specialist. While you can edit each procedure individually and add the referral to each one, this process can be simplified by using the Treatment Planner to add a referral to a group of procedures at once.

To refer several procedures at once:
  1. Select the appropriate patient in the Patient Chart, and then open the Treatment Planner.
  2. Click the New Case button and create a new treatment plan case called "For Referral."
  3. Click and drag the procedures you want to refer from their current treatment-planned case into the "For Referral" case you created.
  4. Select the "For Referral" case and click the Update Case Status button, and select the Referred status.
  5. Click Referred search button >> to select the provider to whom you are referring the procedures.
  6. Click OK. The case will be marked as Referred. All the procedures in the case will be marked as referred in the Progress Notes, and the procedure amounts will be zeroed out.
For more information, read the Updating Case Status topic in Dentrix Help.