Tuesday, March 22, 2016

Quickly Finding Previously Viewed Patients

Updated 9/5/2019

During the course of a work day you may select hundreds of patients within Dentrix. When selecting a patient, there is a section of the Select Patient dialog box that can save you time, especially if you need to find a patient you've already worked with earlier in the day.

Consider this example:
The phone rings first thing in the morning and one of your patients, Beth Jones, is calling wondering what time her appointment is. You look up her account in Dentrix and let her know her appointment is at 10:30 a.m. Later, Beth comes in and lets you know she has changed insurance carriers, so you open up her Family File so you can enter in her new information. After her appointment you need to open her Ledger so you can create an insurance claim for her procedures and enter her credit card payment. That's three times you've had to search for Beth Jones in Dentrix.

In the Select Patient dialog box, there is a section at the bottom of the window labeled Previously Selected Patients.

This section keeps a list of the last 30 patients you have searched for. You can quickly re-select a patient on this list by double-clicking their name, which can be a lot quicker than having to re-search for them by name, especially if you know you've already looked them up once today.

As seen in our example, there are many instances where during the course of a day you may look up the same patient multiple times. Using the Previously Selected Patients list can save you a little bit of time in Dentrix, and a lot of time in the long run.

For additional information, see our previous Tip Tuesday post titled, The Select Patient Dialog Box.

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