Tuesday, April 16, 2013

Changing a Provider for Selected Procedures

Updated 9/27/2019

When an appointment is set complete from the Appointment Book, the procedures are assigned to the appointment provider. However, in some cases (like hygiene appointments), the procedures should be posted to multiple providers. You can quickly change the provider that is attached to procedures after they have been completed by following these steps:
  1. Open the Patient Chart and select the patient.
  2. In the Progress Notes panel, select the completed procedure(s) that should be posted to a different provider.

  3. Click the Change Provider for Selected Procedures button.

  4. Select the correct provider for the procedure(s) and click OK. The provider will be changed for all highlighted procedures.
By changing the procedure's assigned provider from the Chart, you can change multiple procedures at the same time, saving you time, and your patient records will more accurately reflect the patient's care.

For more information, read Changing Providers for Posted Procedures in Dentrix Help.


Anonymous said...

Hey Dentrix, I'd love to see the option to designate a certain provider for a certain procedure (i.e. periodic oral exams are always provided by the doctor). Sure would save a lot of time for those of us having to manually change this every single time. Even if this was only an option for that one specific code I'm sure you would have a lot of extra-happy Dentrix users out there. Just a thought... : ) Happy Holidays!

Unknown said...

Me too! was this ever added in the update? been looking and can't find anything on it.

Unknown said...

I agree, Amanda's suggestion would be a great feature