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Home / Dentrix Mastery Tracks / Scheduling Essentials for Teams / Schedule Appointments

Schedule Appointments

Mark Steele | 10/28/2021

Most topics in this lesson take 3-5 minutes to complete. As you finish each topic, click the Mark Complete button to receive credit.

Note: Test question content can come from either the video or the Additional Tips section of a lesson topic.

Lesson Topics
  • Finding a New Appointment Time
  • Scheduling an Appointment for an Existing Patient

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  • Navigation

    Get to Know the Appointment Book
    • Getting Started with the Appointment Book
    • Identifying Areas of the Appointment Book
    • Identifying Appointment Book Symbols
    Schedule Appointments
    • Finding a New Appointment Time
    • Scheduling an Appointment for an Existing Patient
    Move, Break, and Complete Appointments
    • Moving Appointments Using the Pinboard
    • Moving an Appointment to a Different Operatory or Time
    • Breaking, Canceling, and Deleting Appointments
    • Setting an Appointment Complete
    Find Scheduled Appointments
    • Locating an Existing Appointment
    • Viewing All of a Family’s Appointments
    Schedule an Event
    • Scheduling an Event
    View Appointment Notes, History, and Patient Info
    • Adding, Editing, and Deleting an Appointment Book Day Note
    • Viewing Appointment History
    • Viewing Patient Information from an Appointment
    Schedule Continuing Care
    • Attaching a Continuing Care Type to an Appointment
    • Completing a Continuing Care Appointment
    • Scheduling a Continuing Care Appointment from the Continuing Care Module
    Fill Holes in the Schedule
    • Working with the Dentrix Appointment List
    • Generating a Continuing Care List
    • Setting Treatment Manager Filter Options
    Return to Scheduling Essentials for Teams
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