Tuesday, April 25, 2017

Customizing Initial Appointment Reasons


You can use the initial appointment reasons list in the Appointment Information dialog box for quick access to procedures or codes you frequently add to appointments. 




For example, if you offer a discount on whitening trays and many of your patients are asking for that service, add that code to the Initial Reasons list so that you can add it to appointments quickly.



The list of initial appointment reasons is set up in Definitions in the Office Manager. Codes that have been added to the list from the Office Manager are then available in the Appointment Book. 

How to:

  1. From the Office Manager, click Maintenance > Practice Setup > Definitions.
  2. In the Definition Type drop-down list, select Appointment Reasons.


  3. Enter the procedure code and description of the procedure you want to add, and then click Add.
Additional Information
  • You must make sure the procedure code and description text you enter match the ADA code and description text. Otherwise, Dentrix will not be able to link the information you entered to the ADA code and the code will not work when you try to use it to post procedures when you set an appointment complete.
  • You cannot add procedures that require a tooth number, surface, quadrant, or sextant to the Initial appointment reasons list.
  • You can have up to 20 procedures listed in the Initial appointment reasons list.
This tip comes from our new Insight Seminar titled, "50 Thing You Didn't Know Dentrix Could Do!" which is being offered in cities nationwide this spring. Click the link to view seminar details and to register.

No comments: