Tuesday, January 31, 2012

Appointment Book Keyboard Shortcuts

In a fast-paced environment like a dental office, it's important for you to accomplish tasks as quickly and efficiently as possible. Did you know that you can use keyboard shortcuts to accomplish some of the most common tasks in Dentrix? Using shortcuts saves you time and speeds up your daily routines, which helps you make your office more efficient.

Here's a few keyboard shortcuts you can use in the Appointment Book.

  • Function Keys (F1, F2, F3, etc.) = Switch between Appointment Book Views

  • Shift + F2 = Opens the Select Patient dialog box*

  • CTRL + D = Changes to the Day View

  • CTRL + W = Changes to the Week View

  • CTRL + U = Opens the Patient Picture (when a patient is selected)

*This shortcut actually works in the Family File, Ledger, Patient Chart,Perio Chart and Document Center modules as well!

Try out some of these shortcuts this week, and leave a comment telling us about some of the keyboard shortcuts your office uses.

Tuesday, January 17, 2012

Billing/Payment Agreements

Updated 9/25/2019

Often patients may not be able to pay the full amount for procedures at the time of service. In the Ledger, click the Billing/Payment Agreement Information button and set up payment agreements with patients to collect a portion of the payment up front and work out a plan for the patient to make the remaining balance payments over time.

For more information about setting up payment agreements, see the Setting Up a Payment Agreement in Dentrix blog post.

Tuesday, January 10, 2012

Find New Appointment Time

Updated 9/25/2019

Having a hard time finding an open appointment time that works for a patient with a crazy schedule? Using the Find New Appointment Time feature, you can enter various filters to find the first available appointment time that will work for your patient.

For more information, see Finding New Appointment Times in the Dentrix Help.