Dentrix Ascend helps you easily locate open appointment times and schedule patient appointments.
Recommended for: Scheduling Coordinators
Watch the videos below to learn how to perform scheduling tasks in Dentrix Ascend.
Duration: 2 hours and 15 minutes
Course Content
Lessons
Status
1
Appointment Scheduling
-
Viewing and Navigating the Calendar (6:08)
-
Appointment Colors (2:51)
-
Scheduling an Appointment for an Existing Patient (3:19)
-
Scheduling Related Patients (1:23)
-
Locating an Existing Appointment (1:41)
-
Searching for Open Appointments (2:01)
-
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 (2:23)
-
Printing the Schedule (1:06)
-
Keeping a Full Schedule (1:41)
- Viewing and Navigating the Calendar (6:08)
- Appointment Colors (2:51)
- Scheduling an Appointment for an Existing Patient (3:19)
- Scheduling Related Patients (1:23)
- Locating an Existing Appointment (1:41)
- Searching for Open Appointments (2:01)
- 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 (2:23)
- Printing the Schedule (1:06)
- Keeping a Full Schedule (1:41)
2
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)
- 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)
3
Patient Visit Workflow
-
Confirming Appointments (1:44)
-
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 (2:48)
-
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)
- Confirming Appointments (1:44)
- 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 (2:48)
- 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)
Additional Resources
Appointments
Scheduling Appointments
- Article – Scheduling appointments for existing patients
- Blog Tip – Assigning a Primary Provider
- Article – Locating a patient’s appointments
- Article – Searching for available appointment times
- Blog Tip – Filling Gaps in Your Calendar
- Blog Tip – Adding Patients to the ASAP List
- Blog Tip – Faster Scheduling for Related Patients
- Blog Tip – Locating Patients without an Appointment
Rescheduling Appointments
Working in the Calendar
Recare Scheduling
Online Booking for Recare
Patient Visit Workflow
Before the Visit
During the Visit: Using the Routing Panel
After the Visit
Course Content
Lessons
Status
1
Appointment Scheduling
-
Viewing and Navigating the Calendar (6:08)
-
Appointment Colors (2:51)
-
Scheduling an Appointment for an Existing Patient (3:19)
-
Scheduling Related Patients (1:23)
-
Locating an Existing Appointment (1:41)
-
Searching for Open Appointments (2:01)
-
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 (2:23)
-
Printing the Schedule (1:06)
-
Keeping a Full Schedule (1:41)
- Viewing and Navigating the Calendar (6:08)
- Appointment Colors (2:51)
- Scheduling an Appointment for an Existing Patient (3:19)
- Scheduling Related Patients (1:23)
- Locating an Existing Appointment (1:41)
- Searching for Open Appointments (2:01)
- 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 (2:23)
- Printing the Schedule (1:06)
- Keeping a Full Schedule (1:41)
2
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)
- 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)
3
Patient Visit Workflow
-
Confirming Appointments (1:44)
-
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 (2:48)
-
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)
- Confirming Appointments (1:44)
- 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 (2:48)
- 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)