Save Time When Scheduling a Series of Appointments
When a patient needs to come in for a series of appointments, such as a crown prep followed by a crown seat, use the schedule next feature to speed up the appointment-making process. After you schedule the first appointment, Dentrix will open a new Appointment Information dialog box that's already populated with the same patient and provider so that you can continuing scheduling the series.
In the Appointment Book, double-click the time you want to schedule the first appointment, and enter the appointment information for the patient as you normally would.
Click the Schd. Next button. Dentrix will add the first appointment you created to the Appointment Book and open a new Appointment Information dialog box with the same patient and provider(s) already selected.
Enter the appointment information for the next appointment, click the Pinboard button, and then drag and drop the appointment to the appropriate date and time in the schedule.
If you need to schedule additional appointments in the series, double-click the appointment you just scheduled from the Pinboard to open the Appointment Information dialog box.
Click the Sch. Next button to open a new Appointment Information dialog box and repeat Step 3.
You can also use this feature when you schedule a patient for a series of fillings on opposite sides of the mouth, scaling and root planing, or orthodontic checkups.
Author: Sean Eyring, Course Developer Published: 01/23/2018