Tuesday, July 28, 2020

Printing Route Slips

The route slip provides comprehensive patient, account, and treatment information for each scheduled patient and can be a useful tool for the clinical team to refer to when the patient is being treated in the operatory. Staff members can easily see which procedures the patient is coming in for and if there is any outstanding treatment they may be able to add to today’s appointment. The route slip can also provide a good place for the assistant and hygienist to jot down quick notes, which they can refer to when writing their clinical notes.

If your office is using route slips, you'll want to save time by printing the slips for the entire day at one time. 

In the Office Manager, click Reports. Point to Lists, and then click Daily Appointment List.
Select the Provider, Appointment Provider, Operatory, and Appointment Date options. Under Select Report Types, check the box next to Patient Route Slips, and click OK. The route slips are sent to the Batch Processor.


You can also generate the day’s route slips along with your Daily Huddle Report. In the report options, select the check box next to Send Route Slips to Batch for and then select either Today’s Appointments or Tomorrow’s Appointments.

Having pertinent information about each of the patients being seen in the practice, including their health history, outstanding treatment, account balance, and insurance coverage summary, can be very useful to refer to throughout a patients’ appointments. And it’s all there on a route slip.

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Tuesday, July 21, 2020

Give Patients The Ability to Book Their Own Appointments Online

These days, you have a lot going on in your office. Temperature checks for patients coming in to the practice, asking for and updating health history information for each patient, plus all of your normal front desk tasks like answering phones, scheduling appointments, and running check-out procedures.

Wouldn’t it be nice if you had fewer phone calls to make to contact and schedule patients for their appointments? That’s where Dentrix Online Booking fits into the picture.

Dentrix Online Booking gives your current and potential patients the ability to schedule their own new-patient or continuing care appointments


Here's how it works:

Existing Patients

You send your existing patients an email reminder letting them know they are due for continuing care. This email contains a personalized link they can click to see open appointment times that they can book. They select the date and time that works best for them and click to schedule their appointment. Once they’ve done that, your office is notified and the appointment is scheduled in the Appointment Book, where it can be edited and procedures can be attached as needed.

New Patients

You create custom links and buttons which you can add to your practice website or social media pages encouraging patients to book an appointment. When prospective patients click the link, they select an appointment reason, choose a provider, and select the date and time for their appointment. Next they enter a few pieces of personal information, including a phone number and an email address, which is used to send them a verification code. Once they enter that code, their appointment is confirmed, your office is notified, and the appointment is scheduled in the Appointment Book.

Online Booking is a convenient way for new patients and continuing care patients to be able to book their appointments at their convenience. Your staff will appreciate making fewer phone calls and the reduced manual work of contacting patients and scheduling their appointments.

Want to know what it’s like for a patient to book an appointment? Read "Online Booking from the Patient’s Perspective" in Dentrix Magazine, or see an overview of how Online Booking works by in this video.

Tuesday, July 14, 2020

Seeing Past Responses to Patient Questionnaires

It is very likely that you will ask your established patients to complete certain questionnaire forms at each visit, such as completing a Health History Update once a year. Or perhaps your office has begun asking patients to complete a health screening form by phone or online a few days before their appointment, and then again in person on the day of their appointment. You might find it helpful to be able to compare the patient's answers between the current and previous submissions to get an idea of what, if anything, has changed. 

As you collect these new responses from Questionnaire forms, it may appear that the patient's old responses have disappeared from the Questionnaires module. Not so!

By default, Dentrix only displays your patients’ most recent responses, but the old ones are still saved. To view previous responses to old questionnaires, in the Questionnaires module, from the View menu, click List All.


The Questionnaires module also has a side-by-side comparison option, which allows you to look at the previous response right next to the current one. This makes the task of comparing information a simple one.  To enable this side-by-side option, from the View menu, click View Mode, and then click the Compare with Previous icon (in the lower-right corner of the window, next to the Close button).


To learn how to let your patients respond to Questionnaire forms online, read Allow Patients to Fill Out Forms Online in the Dentrix Magazine online archive.

Tuesday, July 7, 2020

Slow Down the Pop-Ups! Edit Multiple Health History Items At Once

By now, Health History has probably changed your practice for the better! With a pop-up option for medical conditions and allergies, and the ability to mark items as critical in the patient’s record, you can communicate important medical information to your staff more easily. Now that you've had a chance to begin using them and gotten the feel for how they function in your day-to-day routine, you may want to refine those settings.

When you upgraded Dentrix, the old medical alerts were brought in to Health History with all of the pop-up and critical options selected by default.

With Dentrix G7.3 Update 1, you can remove the pop-up and critical options for more than one Health History item at a time. That way, those health history items that most warrant a pop-up alert or critical status can be edited all at once.

Here's how:

  1. In Health History, open Setup and select either the Medical Conditions, Allergies, or Medications tab.
  2. Select multiple items by holding the CTRL or SHIFT keys as you make your selection. Then right-click one of the selected items, and from the menu you can do any of the following:
    • Add or clear the Critical status to all selected items
    • Add or clear the Pop-up status to all selected items
    • Add or remove all of the selected items from Questionnaire forms

Another advantage to editing multiple items at once, is that when you change critical or pop-up statuses, you are asked if you would like to apply the change to all patients who currently have this item assigned to their Health History, or only have the change occur when you assign this to patients going forward.


For related information, read the following: