Tuesday, November 20, 2018

Patient Appointment Information in eDex

In a previous Tip Tuesday post, we introduced eDex as an electronic contact manager, similar to the old Rolodex you used to have at the front desk.

You can add entries in eDex for those contacts you don’t already have in Dentrix, like your labs, pharmacies, cleaning service, IT guy, etc. But did you know you can also use eDex to find information about your patients as well?
For example, open the eDex module and select one of your patients. The right side of the screen shows you a collection of important information about the patient, such as:
  1. Basic contact information and a More Information button you can use to get more specifics
  2. Employer and insurance information
  3. Date of the patient’s next appointment
  4. Appointment status which can be updated from the drop-down list
  5. Appointment Book button that links directly to the next appointment
  6. Patient notes
  7. Account notes (pulled from the guarantor notes)


For additional information, read ManagingYour Contacts in Dentrix in the Dentrix Magazine online archive.

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