Scheduling initial appointments

Since not all appointments are for the same reason, Dentrix allows you a great amount of flexibility in setting appointments by dividing the reasons for an appointment into three primary categories:

·        Initial – Click if you are seeing the patient for a procedure that you would provide on an initial visit, such as an exam or a cleaning.

·        Add Tx – Click if you are seeing the patient for a procedure that you previously treatment planned, or if the procedure requires additional information, such as a tooth number, quadrant, or surfaces.

·        Misc – Click if you are seeing the patient for a procedure that you have not treatment planned and does not require additional information, such as a tooth number, quadrant, or surfaces. In such cases, click Add Tx instead.

To learn more about changing the options from the Appointment Information dialog box, click:

·        Scheduling appointments

·        Customizing appointment check lists

To schedule an initial appointment

1.   Double-click an available time in the Appointment Book.

The Select Patient dialog box appears.

2.   Select the patient you want to schedule the appointment for.

The Appointment Information dialog box appears.

3.    Under Reason, click Initial. 

The Select Initial Reasons dialog box appears.

4.   Select an initial reason from the list, and then click OK.

Dentrix provides a description of and assigns a length of time to the appointment automatically based on the procedures you selected.

5.   To change the default values Dentrix sets, click the following links:

·        Change an appointment's length.

·        Select a staff member.

·        Change operatories.

6.   To save the appointment, in the Appointment Information dialog box, click OK.