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Rescheduling broken appointments

To help keep missed or canceled appointments from falling through the cracks, Dentrix Enterprise stores appointments that have been broken and appointments that have been flagged as Wait/Will Call on the Unscheduled List. You can use the Unscheduled List to fill gaps in your schedule to avoid missing out on valuable production. Also, if you contact a patient, or if a patient contacts you, to reschedule a broken or canceled appointment, you can quickly reschedule it from the Unscheduled List without having to re-enter the main details of that appointment.

Tip: If you attempt to schedule an appointment for a patient who has an appointment on the Unscheduled List, Dentrix Enterprise will ask if you want to view a list of that patient's appointments, which will include the unscheduled appointment. You can then reschedule that appointment without having to create a whole new appointment from scratch. However, if you don't take care of the unscheduled appointment, you will continue to receive messages that the patient has unscheduled appointments, and the Unscheduled List will have an appointment for treatment that may have already been scheduled or even performed. And, if the patient is contacted about rescheduling that treatment, it can make your office or the staff member doing the contacting seem somewhat unprofessional.

To reschedule a broken appointment

·        When attempting to schedule an appointment

1.   In the Appointment Book, double-click an open time slot.

The Select Patient dialog box appears.

2.   Select a patient

3.   Click OK.

If the patient has an unscheduled appointment, a message appears.

4.   To view the appointment list for the patient and other family members, click Yes.

The Family Appointment List dialog box appears.

5.   Select an unscheduled appointment (with "<Unscheduled Appt>" instead of a date and time) in the middle list box.

6.   Click View Appt.

The Appointment Information dialog box for the selected appointment appears.

7.   Do one of the following:

·        If you know the date, time, and operatory you want to assign to the appointment, change the information, and then click OK to schedule the appointment.

·        Click Pin Board to move the appointment to the Pinboard so that you can drag it to the desired date, time, and operatory on the schedule.

·        Click Find to search for an available date, time, and operatory to schedule the appointment.

·        From the Unscheduled List

1.   In the Appointment Book, from the Appt Lists menu, point to Unscheduled List, and then click either Current Clinic (to view appointments for the clinic currently being viewed) or All Clinics (to view appointments for all clinics).

The Unscheduled List View dialog box appears.

2.   To filter the list by provider, select the desired providers; otherwise leave View All selected to not filter the list by provider. Then, click OK.

The Unscheduled List window appears.

3.   Double-click an appointment.

The Appointment Information dialog box for that appointment appears.

4.   Do one of the following:

·        If you know the date, time, and operatory you want to assign to the appointment, change the information, and then click OK to schedule the appointment.

·        Click Pin Board to move the appointment to the Pinboard so that you can drag it to the desired date, time, and operatory on the schedule.

·        Click Find to search for an available date, time, and operatory to schedule the appointment.