A patient comes in for an appointment, and you’re checking their information in the Appointment Book. They mention that their phone number has changed. How can you easily reach their information and change it? This lesson discusses multiple ways to access patient information from the Appointment Book, such as contact information, insurance carriers, account and employer information, and other appointments.
Watch this video to learn how to view patient information from an appointment. (Duration 1:54)
Additional Tips
- Another way to return to the Appointment Book from the Family File is to click File > Switch To > Appointments.
- To learn more about viewing patient information from an appointment, read Verifying Patient Information and 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.) - Select any patient’s appointment.
- Access their Family File.
- Change the patient’s home phone number to 801.555.1212.
- Save the information.