Managing appointments overview

Scheduling an appointment is only the first step in using an integrated electronic scheduling system. Using Dentrix, you can manage scheduling tasks quickly, such as rescheduling, breaking and confirming appointments, and posting scheduled work once it is completed. To learn more, click the following links:

Processing credit card payments

Requesting payment via text message

Viewing claim statuses and balances

Viewing appointment alerts

Editing appointment information

Moving appointments

Confirming appointments

Breaking appointments

Setting procedures complete

Setting procedures complete for additional providers

Adding appointments to the ASAP List

Posting scheduled work

Deleting appointments

Purging appointments

Checking insurance eligibility

Entering insurance eligibility status

Viewing payor eligibility responses

Viewing previous insurance eligibility status

Rescheduling broken appointments

Rescheduling from the Unscheduled List

Rescheduling from the Pinboard

Locating appointments from the Appointment Book

Locating appointments from other Dentrix modules

Moving an appointment to the Pinboard

Moving multiple appointments to the Pinboard

Restoring appointments from the Pinboard

Deleting appointments from the Pinboard