Speed Up Scheduling for Common Procedures

If you have procedures or codes that you add to appointments frequently, you can add those codes to the initial appointment reasons list in the Appointment Information dialog box for quicker access to them. For example, if you offer a discount on whitening trays and many of your patients are asking for that service, add that code to the Initial Reasons list so that you can add it to appointments with just a few clicks.

The list of initial appointment reasons is set up in Definitions in the Office Manager. Codes that have been added to the list from the Office Manager are then available in the Appointment Book.

How To:

  1. From the Office Manager, click Maintenance > Practice Setup > Definitions.
  2. In the Definition Type drop-down list, select Appointment Reasons.

  3. Enter the procedure code and description of the procedure you want to add, and then click Add.

Additional Information

  • You must make sure the procedure code and description text you enter match the ADA code and description text. Otherwise, Dentrix will not be able to link the information you entered to the ADA code and the code will not work when you try to use it to post procedures when you set an appointment complete.
  • You cannot add procedures that require tooth number, surface, quadrant, or sextant to the Initial appointment reasons list.
  • You can have up to 20 procedures listed in the Initial appointment reasons list.

This tip comes from a course titled 15 Ways to Make Scheduling Easier in Dentrix which is being offered at this year’s Business of Dentistry Conference. Click the link to view conference details and to register!

Author: Sean Eyring, Curriculum Development Specialist
Published: 06/22/2017
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