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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