You can schedule a new patient from the Appointment Book and create a new family account in the Family File at the same time.
To schedule an appointment for a new patient
1. Find a new appointment time, locate an open schedule space, and then double-click the appropriate operatory at the desired time.
The Select Patient dialog box appears.
2. Type the first few letters of the patient's last name to ensure that the patient's name is not in the Dentrix database already, and then click New Family File.
The Head-of-House Information dialog box appears.
3. Provide the following mandatory information:
Note: If you want to add the patient's address at this time, be sure to include the patient's ZIP + 4 ZIP Code. Doing so will help avoid claim rejections from some insurance carriers.
· Type the patient's Last and First names in the corresponding fields.
· Under Office, click the Prov1 search icon, select the patient's primary provider from the Select Provider dialog box, and then click OK.
· Under Personal in the Birthdate field, type the patient's date of birth.
4. Click OK.
The Appointment Information dialog box appears.
5. Click Initial.
The Select Initial Reasons dialog box appears.
6. Select New Patient, and then click OK.
The following message appears.
7. Click Yes to set up continuing care for the patient using the default settings.
8. Schedule the appointment, and then click OK.
The Appointment Information dialog box closes, the appointment information is saved, and the appointment is added to the Appointment Book.