Tuesday, December 17, 2013

Customizing Appointment Information Initial Reasons

Updated 9/27/2019

To save you time when scheduling appointments, Dentrix allows you to create a list of up to 20 appointment reasons that can be quickly accessed in the Appointment Information dialog box.

While this list is customizable, there are some guidelines for the appointment reasons that can be listed here:
  • The reasons must reference an existing procedure code or multi-code.
  • The reason must not reference a procedure or multi-code that requires a tooth number, surface, quadrant, or sextant.

You can customize Appointment Reasons from the Office Manager > Practice Setup > Definitions > Appointment Reasons.

Watch the following Dentrix Does It video for steps on how to customize the procedures within the Initial Reasons section of the Appointment Information dialog box.

Tuesday, December 3, 2013

Contacting Inactive Patients

Updated 1/14/2019

The key to a thriving dental practice is having your patients return to your office for routine hygiene visits and recurring exams.  But the reality is that some patients tend to fall off the radar. Did they move? Did they find another dentist? Are they just not making new appointments?  It's not always easy to know the answer to these questions, or to even know who these patients are.

With Dentrix you can run the Inactive Patient List to find three types of patients:
  • Patients who have not been back to the office recently (you can set a date to search for)
  • Patients who have no continuing care and no future appointments
  • Patients who are already flagged as inactive in the Family File

To generate the Inactive Patient List, from the Office Manager click Reports > Lists > Inactive Patient List.  Select the filtering options for the type of report you want to run, and generate the list.

Once you have your list of patients, you can use the default Inactive Patient letters within Dentrix to reach out patients and invite them to contact you or schedule appointments to get them back on track.

For more information about using Dentrix letters to contact inactive patients, see the Creating Letters topic in Dentrix Help. For more information on generating your own list, see the Inactive Patient List topic in Dentrix Help.