When a patient asks when their next appointment is scheduled, you need to be able to find that information quickly. Dentrix makes it easy to locate an existing appointment with just a few mouse clicks.
Watch this video to learn how to locate an existing appointment. (Duration 1:18)
Additional Tips
- In addition to these Appointment Book tools, you can also use the Continuing Care module to find existing appointments.
- After you find an existing appointment, double-click it to open it and view the appointment’s information.
- You can use the More Info button (from any Dentrix module) whenever you have a patient selected. For example, if you’re in the Ledger for a specific patient when the patient asks about their next appointment, click the More Info button to view upcoming appointment information for that patient and/or their family.
- When you use the Locate Existing Appointment feature in the search results, you may see a line dividing the list of appointments. All appointments above the line are scheduled for a future date, and all appointments below the line were scheduled in the past.
- To learn more about locating an existing appointment, read Locating Appointments from the Appointment Book, Viewing Patients’ Other Appointments, or Viewing More Patient Information in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Rachelle Johnson scheduled an appointment the last time she was in your office, but she can’t remember when the appointment is. Locate Rachelle’s next appointment.