Tuesday, October 30, 2012

View Appointment History

Updated 9/26/2019

Did you know you can see changes that have been made to a specific appointment in the Appointment Book? If you need to track how many times you've rescheduled a particular appointment, the Appointment Information History feature allows you to see when changes were made to an appointment, what information was changed, and who made the changes (if you have passwords enabled in Dentrix).

For more information about using the Appointment Information History feature see the Viewing Appointment Histories topic in Dentrix Help.

Tuesday, October 23, 2012

Treatment Plan Expiration Dates

Updated 9/26/2019

It's important to set expiration dates for the fee estimates in the treatment plans you create. Setting expiration dates helps you increase case acceptance and encourages patients to accept their treatment before estimates expire and fees increase.

In the Treatment Planner, you can set expiration dates for plans you create, and when they expire, you can update the fees to re-align them with your other practice fees.

To learn more about treatment plan estimates see the Customizing Case Settings topic in Dentrix Help.

Tuesday, October 16, 2012

Daily Huddle Report

Updated 9/26/2019

Are you using the Daily Huddle Report to review the events of the previous day and make plans for the current day? The Daily Huddle Report lists daily practice statistics about production, collections, case acceptance, new patients and scheduling which can helps your team monitor progress on monthly goals and improve your business operations and patient care.

For more information, read the Secrets of a Successful Daily Huddle article in Dentrix Magazine.

Tuesday, October 9, 2012

Editing Family Relationships

Updated 9/26/2019

It doesn't happen often, but at times you may need to edit family relationships in Dentrix due to situations such as marriage or divorce.

You can edit family relationships from the Edit menu in the Family File, including setting or changing the Head of House, move patients back and forth between two families as needed, add patients to a new family, or merge two families together.

For more information about editing families, see the various topics under Managing Family Relationships in the Dentrix Help.

Tuesday, October 2, 2012

Creating Clinical Note Templates

Updated 9/26/2019

Tired of typing the same clinical note information over and over again? Set up custom clinical note templates to prompt you to add important information such as dates, type and amount of anesthetic used, and type of materials used to ensure your notes are detailed and accurate.

For more information about creating clinical note templates, see the Clinical Notes Made Easy article in Dentrix Magazine.