To assign a schedule type to an appointment, open the Dentrix Appointment Book, double-click an open time, and select a patient to display in the Appointment Information dialog box. Under Appointment Description, click Schedule, and select ASAP or OPEN. After specifying other scheduling details, click OK. Dentrix Appointment List
Full Answer
What's new in the Dentrix appointment list?
In Dentrix G6.5 and newer versions, the ASAP and Open appointment lists have been combined and are part of the Dentrix Appointment List, which you can filter to view the patients you want to see. This new feature makes scheduling last-minute appointments much easier.
How do I Close my practice in Dentrix?
You can easily mark your practice as closed in the Dentrix calendar if you know you practice will be closed on a specific day. Or, after you have worked to clear appointments off a certain day, you can close the practice in Dentrix so that no future additional appointments can be scheduled on that day.
Where can I find more tips for Dentrix office managers?
For more tips designed for Dentrix office managers, subscribe to the Dentrix office manager blog at thedentrixofficemanager.blogspot.com. Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level.
How do you do a treatment plan on Dentrix?
To order procedures by visit:In the Treatment Planner, click the Treatment Plan Case Setup button in the Navigation panel.Expand the treatment plan case with the procedures you want to organize into visits.Select the procedure(s) to be included in the same visit. ... Click the Create Visit button.More items...•
How do I post a treatment in Dentrix?
Procedure - The procedure performed or product sold. Click (or tap) in the box, begin typing the code or description of a procedure, continue typing as needed to narrow the results list, and then select the procedure to post.
How do I create a practice schedule in Dentrix?
Get Your Schedule Ready for the New YearFrom the Appointment Book, click Setup > Practice Schedule. The Schedule Calendar for Practice dialog box appears.Select the day the office will be closed and click the Office Closed button. ... Click Close to return to the Appointment Book.
How do I update a fee in treatment plan in Dentrix?
To update treatment plan fees:In the Treatment Planner, click the Update Treatment Plan Fees button. ... In the Procedure Information tab, expand the Update Treatment Plan Fees For drop-down and select Current Patient or All Patients.More items...•
How do I email a dentrix treatment plan?
Currently, emailing directly from the Treatment Planner is not a feature within DENTRIX....For versions 11.0 and prior:Open Ledger Options Treatment Planner.Go to File Copy to Clipboard.Open Excel and paste it in there.You can edit it, if desired, and then save the file and email as an attachment.
How do I add notes to the treatment plan in dentrix?
To add the note to existing cases:Click the Treatment Plan Case Setup option at the top of the Navigation Panel.Select the case that needs a note.Select the Supporting Information option from the Navigation Panel. ( ... Using the Case Note Templates pull-down menu, choose the option (example: 'Signature')Click Insert.More items...
How do you schedule a patient on Dentrix?
Scheduling appointments for existing patientsOn the Schedule menu, click (or tap) Calendar. ... Navigate to a day or week.Do one of the following: ... Do one of the following: ... Select the procedures that are to be performed, and set up the other options as needed. ... Click (or tap) Save.Do one of the following if applicable:
How do I create a perfect day scheduling in Dentrix?
In the Appointment Book, click Options > Perfect Day Scheduling. You should now see the time blocks you created in the operatories of your Appointment Book. This serves as a visual cue to remind you that these times are blocked for the production types you set up.
How do I schedule a recurring event in Dentrix?
For recurring task reminders or events (such as a daily huddle meeting each morning), under Event Days, specify the Start and End dates for the event. Next, select the days of the week when you want the task or event to occur.
How do I raise a fee in dentrix?
In Dentrix, it's fastest to use the Auto Fee Schedule Change. Just go to Office Manager > Maintenance > Reference > Fee Schedule Maintenance, and then click Auto Changes. Here you can increase fees by any percentage and choose to round to the next dollar, dime or penny.
How to order procedures in a treatment plan?
To order procedures by visit: In the Treatment Planner, click the Treatment Plan Case Setup button in the Navigation panel. Expand the treatment plan case with the procedures you want to organize into visits. Select the procedure (s) to be included in the same visit.
How to delete a visit in a treatment plan?
To delete a visit: In the Treatment Planner, click the Treatment Plan Case Setup button in the Navigation panel. Expand the treatment plan case with the procedures you have organized into visits. Select the procedure (s) in the visit you want to delete. Click the Delete Visit button.
How to move a treatment plan to another visit?
Expand the treatment plan case with the procedures you want to organize into visits. Right-click a procedure for which you want to change a visit. Select the visit to which you want to move the procedure. Repeat steps 3–4 to move any additional procedures to different visits. To delete a visit: In the Treatment Planner, click ...
How to assign a schedule to a Dentrix appointment?
To assign a schedule type to an appointment, open the Dentrix Appointment Book, double-click an open time, and select a patient to display in the Appointment Information dialog box. Under Appointment Description, click Schedule, and select ASAP or OPEN. After specifying other scheduling details, click OK.
How to open Dentrix appointment list?
To do this, from the Setup menu, click Appointment List View. Under Appt Type, select Open. Click Save List, under New List Name type Open, and then click OK. The Open list type is now available for you to use in the Select List drop-down menu. In the new Dentrix Appointment List, you can also access additional patient information by selecting ...
What to do if you can't make an appointment?
When patients give you notice that they won’t be able to make their appointment, the easiest thing to do is to reschedule them right then. But sometimes they don’t know their availability. In cases where advance notice is given, you don’t want to simply break their appointment and have it count against them in the Family File. You can add their appointment to the Wait/Will call list, where you can track their appointment and work to reschedule them at a later time. For more information, click here.
Can you close a Dentrix practice?
Closing the Practice in Dentrix. You can easily mark your practice as closed in the Dentrix calendar if you know you practice will be closed on a specific day. Or, after you have worked to clear appointments off a certain day, you can close the practice in Dentrix so that no future additional appointments can be scheduled on that day.
Can you reschedule multiple appointments at once?
There are lots of reasons you may need to reschedule multiple appointments at once. Maybe a provider gets sick and all their appointments for the day need to be moved. Or you have an operatory chair that needs repair, and appointments scheduled in that op need to be moved. You can also move an entire family’s appointments or all appointments for an entire day. For more information, click here.
