Electronic Scheduling

Scheduling appointments in Dentrix.

Once a patient file is created you can schedule the patient for an appointment. The Appointment Book icon is located on your desktop. Click on the Appointment Book icon to open the scheduling book.

The appointment book can be configured to multiple columns. Each column typically is designated for a particular provider. The interval time slots can also be tailored to your needs, however, most offices schedule appointments in 10 minute intervals.

To schedule your patient, double click on the time and in the column where you want to start your appointment. A text box will appear - you can search for your patient by typing the first few letters of the patient’s last name. A drop down list of names will appear in the text box in alphabetical order starting with the letters that you entered. Select the patient you wish to schedule and click OK.

A new text box will appear with your patient’s name listed at the top of the box. Select miscellaneous and then the category of procedures that you would like to schedule. For dental hygiene procedures, select preventive. Another list will appear with specific procedures that you can schedule in the hygiene time slot. Each procedure has an accompanying dental insurance code which will automatically be entered into the patient’s ledger once you post that the procedure has been completed.

You can enter several procedures into one time slot. Once all the procedures have been selected click on OK and then Appointment Length. You can adjust the time length by clicking on the arrows to increase or decrease the time frame of the appointment. Click yes to assign a provider to the selected time slot and the appointment will be posted to the scheduling book.

To reappoint your patient, drag your patient to the right clipboard; select the calendar icon in the upper left corner of the appointment book. A calendar will appear in the center of your screen, select the month and day you would like for scheduling. Then click and drag your patient from the right clipboard to the time slot and column that you desire. Now you have successfully scheduled your patient.