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Workflow Compliance Report (Article)

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The Workflow Compliance Report shows which appointment tasks were successfully accomplished during patient visits and which were not. This report is most beneficial if your location has been set up to use workflow compliance (Track appointment tasks and require reasons for incomplete tasks is set to Yes).

To learn more, read Workflow Compliance Report.

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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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