Tuesday, August 7, 2018

Attaching Multiple Providers to an Appointment

Updated 10/9/2019

A patient being seen for prophy, bitewings, and a periodic exam will be seen by both the hygienist and the doctor. Wouldn’t it be nice to be able to attach both of those providers to the appointment when you add those procedures to the appointment?

And when you complete an appointment, wouldn’t it be great if you could assign the correct provider to individual procedures when the appointment is set complete? You wouldn’t have to correct posting errors later to assign the correct provider.
If you’re using Dentrix G6 or G7, you can!
One of the new features in the Appointment Book, added in Dentrix G6, is the ability to attach a second provider to an appointment.
When you create an appointment and attach a provider, you can also attach an additional provider at the same time.

When you complete the appointment, each procedure is listed individually and you can assign providers to each procedure easily by selecting the procedure and clicking the Change Provider button.


This will bring up a list of all providers associated with the appointment (the provider and the additional provider attached when the appointment was created), which saves you from having to look through a list of all the providers in the practice.

For additional information, read our previous tip titled, Assigning Providers to Procedures Before Completing Them.

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