Searching for patients by appointment

You can search for patients by last name, first name, preferred name, home phone number, chart number, or Social Security number. You can also search for patients you have archived, or you can search patients by appointment date, or you can search by a combination of search parameters, such as last name and birthday or preferred name, Social Security number, and phone number.

Note: When you first install Dentrix, no patients are in the database. You must enter patient information manually or through an electronic data conversion.

To search for a patient by appointment

1.   In the File menu of any Dentrix module except the Office Manager, click Select Patient.

The Select Patient dialog box appears.

2.   Click the Appointments tab.

3.   In Show appointments for, do one of the following:

·        Type the date you want to search for appointments.

·        Click the arrow and select the date you want to search from the calendar.

4.   Select the patient and appointment you want from the list, and then click OK.