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Appointment Scheduling

Lesson Topics
  • Viewing and Navigating the Calendar (6:08)
  • Appointment Colors (2:51)
  • Scheduling an Appointment for a New Patient (3:05)
  • Scheduling an Appointment for an Existing Patient (3:19)
  • Adding Doctor/Assistant Time Patterns to an Appointment (1:24)
  • Scheduling Related Patients (1:23)
  • Locating an Existing Appointment (1:41)
  • Searching for Open Appointments (2:37)
  • Filling Open Appointment Times (2:22)
  • Rescheduling an Appointment (3:23)
  • Rescheduling an Appointment Using the Pinboard (1:41)
  • Breaking, Canceling, or Deleting an Appointment (2:11)
  • Reviewing Patient Appointment History (0:55)
  • Scheduling an Event (2:19)
  • Printing the Schedule (1:06)
  • Keeping a Full Schedule (1:41)
  • Multi-Location Scheduling (3:57)

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Appointment Scheduling
  • Viewing and Navigating the Calendar (6:08)
  • Appointment Colors (2:51)
  • Scheduling an Appointment for a New Patient (3:05)
  • Scheduling an Appointment for an Existing Patient (3:19)
  • Adding Doctor/Assistant Time Patterns to an Appointment (1:24)
  • Scheduling Related Patients (1:23)
  • Locating an Existing Appointment (1:41)
  • Searching for Open Appointments (2:37)
  • Filling Open Appointment Times (2:22)
  • Rescheduling an Appointment (3:23)
  • Rescheduling an Appointment Using the Pinboard (1:41)
  • Breaking, Canceling, or Deleting an Appointment (2:11)
  • Reviewing Patient Appointment History (0:55)
  • Scheduling an Event (2:19)
  • Printing the Schedule (1:06)
  • Keeping a Full Schedule (1:41)
  • Multi-Location Scheduling (3:57)
Scheduling Recare
  • Recare Overview (4:39)
  • Assigning Recare to a Patient (4:22)
  • Personalizing a Patient’s Recare Interval (0:49)
  • Scheduling the Next Recare Appointment (1:57)
  • Scheduling Recare from the Routing Panel (1:48)
  • Using the Unscheduled Recare Widget (1:10)
  • Contacting Patients Using the Recare Management Report (1:43)
Patient Visit Workflow
  • Checking Unconfirmed Appointments (1:57)
  • Validating Appointments Booked Online (1:51)
  • Two-way Text Messaging in Dentrix Ascend (3:52)
  • Receiving Lab Cases (1:35)
  • Attaching Lab Cases to Appointments (1:10)
  • Printing Route Slips (1:16)
  • Using the Routing Panel for Patient Check In (2:57)
  • Using the Routing Panel for Patient Checkout (5:38)
  • Improving Patient Retention (1:39)
  • Completing Procedures (2:00)
  • Patient Checkout Using Exit Workflow Compliance (3:03)
  • Following Up with Patients after Visits (2:15)
  • Workflow Compliance Report (Article)
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