Tuesday, July 16, 2019

Have Patients Call YOU to Fill the Open Time in Your Schedule

Updated 5/20/2020

It happens all the time. An appointment time opens up in next week's schedule that you need to fill, but you can't seem to find a spare minute to call patients who could potentially fill it.

Wouldn't it be nice if you could contact multiple patients at once from the Unscheduled List or ASAP List--the patients who are the most likely to be able to fill the open time at short notice?

You're in luck! In Dentrix G6.6 and higher, and using the Dentrix Patient Engage, you can contact patients via text message to let them know you have an appointment time available--and have them call you to schedule!

Here's how it works:
  1. Right-click an open appointment time in the Appointment Book and select Fill Appointment.
  2. Select which list(s) of patients to target, such as Broken Appointments, Will Call, or ASAP. Then select other search criteria, including provider(s), a date range, and an appointment length.

  3. Click OK to generate a list of patients that match your criteria.
  4. Select up to 40 patients on the list, and then click Text Setup.
  5. Enter the text of the message you want to send to the patients, informing them of the opening in your schedule, and click Send.

Your selected patients receive a text message telling them to call your office and claim the open time. You can fill the open time with the first patient who calls you back, and as additional patients call you back, you can schedule them for other open times you have in the future.

For more details on how to use the Fill Appointment feature, read A Faster Way to Fill Appointments in Dentrix Magazine.

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