Tuesday, July 10, 2018

Creating Appointment Book Views that Work for You

Almost everyone in the practice looks at the Appointment Book daily, but different people in the practice will need to see different information on the appointment. For example, a scheduling coordinator may want to see patient names, phone numbers, and procedures. A hygienist in the operatory may not want the appointments to show names or phone numbers for privacy reasons. And an insurance coordinator may want to see the patient name, primary insurance, and guarantor name on the appointment.

You can customize the information that is displayed on appointments by creating unique Appointment Book views. That way different staff members will have a distinct way of looking at the Appointment Book and only see the information they care about.

HOW TO
  1. From the Appointment Book toolbar, click View. You’ll see a list of existing views. 
  2. To edit an existing view, click Edit. To create a new view, click New.
  3. In the Appointment Display Info group box, use the drop-down list to set the information you want to view on the Appointment and the order in which you want to see it. For example, if you are the insurance coordinator who wants to see patient name, insurance, and guarantor information, set those options in lines 1, 2, and 3 respectively.


    Set other view options as needed, and then click OK to save. The view you just created will be highlighted in the Select View list, and assigned a corresponding function key. Click OK to return to the Appointment Book.
  4. Use the function keys (F1-F12) to change the Appointment Book view to the one you created. The appointment now shows the information you specified in the view.

  5. Based on the view we set up, this example shows the patient name, insurance carrier, and guarantor name on the first three lines of the appointment.

For additional information, read the blog post titled Wrapping Appointment Reasons on Appointments, or 10 Time-saving Tips for the Appointment Book in the Dentrix Magazine online archive.

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