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Home / Dentrix Mastery Tracks / Scheduling Essentials for Managers / Set Up Appointment Defaults

Set Up Appointment Defaults

Mark Steele | 11/01/2021

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
  • Creating Appointment Reasons
  • Editing Appointment Statuses

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  • Navigation

    Set Up the Practice Schedule
    • Setting Up and Editing the Practice Schedule
    • Changing Practice Hours for a Specific Day
    • Setting a Provider Vacation Day
    Set Up the Appointment Book
    • Creating an Appointment Book View
    • Setting Up a Flip Tab
    • Setting Up Time Blocks for Perfect Day Scheduling
    • Adding an Operatory
    • Setting Operatory Hours
    Set Up Appointment Defaults
    • Creating Appointment Reasons
    • Editing Appointment Statuses
    Generate Route Slips
    • Generating a Patient Route Slip Report
    Analyze Schedule Statistics
    • Generating the Practice Advisor Schedule Management Report
    • Viewing Scheduled Production in the Appointment Book
    Purge Appointments
    • Purging Appointments
    Return to Scheduling Essentials for Managers
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