Right-clicking appointments

In Appointment Book, do any of the following:

Right-click an appointment - A shortcut menu appears.

From the shortcut menu for a patient appointment, you can perform the following Appointment Book functions:

View other appointments for a patient and other family members.

View alerts and notes for a patient.

View information for a patient's claim.

Print a route slip.

Complete an appointment.

Break an appointment.

Delete an appointment.

Move appointments to the Pinboard.

Open other Dentrix Enterprise modules.

From the shortcut menu for a new-patient appointment, you can perform the following Appointment Book functions:

View and edit new-patient information.

Print a route slip.

Move appointments to the Pinboard.

Break an appointment.

Delete an appointment.

Create a Family File record using information from the appointmentfrom an online patient form.

Note: If the current Appointment Book view includes operatories for multiple clinics, depending on a certain organization setting you can access patient-specific areas of Dentrix Enterprise (such as Family File) from the appointment only if the appointment was scheduled in the clinic that has been assigned to the current view.

While pressing Shift, right-click an appointment - A tooltip appears and displays the following appointment details: patient name, appointment reason, contact phone number, provider, date, time, status, and scheduler.

Note: This feature can be especially helpful while you are using the week view to locate appointments.