Tuesday, April 11, 2017

Save Time When Scheduling a Series of Appointments for a Patient

When a patient needs to come in for a series of appointments, such as a crown prep followed by a crown seat, use the schedule next feature to speed up the appointment-making process. After you schedule the first appointment, Dentrix will open a new Appointment Information dialog box that's already populated with the same patient and provider so that you can continuing scheduling the series.

To schedule a series of appointments:
  1. In the Appointment Book, double-click the time when you want to schedule the first appointment, and enter the appointment information for the patient as you normally would.
  2. Click the Schd. Next button. Dentrix will add the first appointment you created to the Appointment Book and open a new Appointment Information dialog box with the same patient and provider(s) already selected.


  3. Enter the appointment information for the next appointment, click the Pinboard button, and then drag and drop the appointment to the appropriate date and time in the schedule.

Additional Information
  • You can also use this feature when you schedule a patient for a series of filling on opposite sides of the mouth, scaling and root planing, or orthodontic checkups.

Learning to use the Schedule Next button to schedule a series of appointments  is part of the new course called 15 Ways to Make Scheduling Easier in Dentrix, which will be offered at this year's Business of Dentistry Conference. Click the link to view conference details and to register.

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