The clinical team has just finished the patient’s treatment, and the patient is ready for checkout. One of Dentrix Ascend’s unique all-encompassing features is the routing panel. When you use the routing panel it creates a standard workflow that includes appointment reminders to schedule the patient’s next recare appointment, collect a missing phone number and email address, and collect payment. The routing panel also lets you quickly navigate to all the areas of Ascend needed for checkout.
Watch this video to learn how to use the routing panel for patient checkout. (Duration: 5:38)
Video updated August 2024 with closed captions
Additional Information
- In the Routing Panel, you can view all operatories, or just specific operatories.
- The pin icon will disappear if you are zoomed in too much. It depends on your monitor size. To get the pin icon back, zoom out, pin it, then zoom back in.
- If you close up the panel and do not unpin it, the next time you open it, it will automatically pin.
- In the Chair status, the Post button appears when procedures have not been treatment planned. The Complete button appears when procedures are part of a treatment plan.
- Once an appointment is complete, if you select it the appointment card will not open up.