Scheduling Course

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

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Lessons Status

1

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)

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)

Multi-Location Scheduling (3:57)

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)

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 (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)

Additional Resources

Appointments

Scheduling Appointments

Rescheduling Appointments

Working in the Calendar

Recare Scheduling

Overview

Webinar – 3 Tools to Master Your Recare Workflow

Recare Assignments

Automated Recare Reminders

Recare Reports

Online Booking for Recare

Patient Visit Workflow

Before the Visit

During the Visit: Using the Routing Panel

After the Visit

Article – Following up with patients after visits

Course Content

Expand All | Collapse All

Lessons Status

1

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)

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)

Multi-Location Scheduling (3:57)

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)

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 (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)