In Appointment Book, do any of the following:
Right-click an appointment - A shortcut menu appears.
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The menu if you right-click a patient appointment |
The menu if
you right-click a |
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.
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.
