When perspective new patients contact your office, you can create a record for them in Dentrix with a “New Patient” status. With this record, you can edit their information as if they were a patient of record, collect health history, add notes to their file, verify insurance eligibility, and send them forms requests. Later, when you complete their appointment, their record will automatically be updated to reflect their Patient status.
Watch this video to learn how to schedule a new-patient appointment. (Duration 1:44)
Additional Tips
- In the Appointment Book, new appointments are identified by “NP” in the upper left-hand corner of the appointment.
- If new patients fail to show up for their first visits and don’t reschedule, you can “Break” the appointment. Later, you can use the Unscheduled New Patients list to find and manage new patients with broken appointments.
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 use the Dentrix Learning Edition software.) - Use the following information to schedule a new-patient appointment for Linda Miller:
- Phone Numbers: H: 770-555-9854; M: 787-555-4839
- Address: 2250 Elm Street, Anytown, US 10101
- Email: [email protected]
- Referred By: Mary Brown (another patient)
- Schedule her appointment in operatory 3 at 10:30 am today. Schedule her for a prophy, four bitewings, and a comprehensive exam. Assign HYG2 as the provider and DDS1 as the additional provider on the appointment.