Tuesday, July 12, 2016

How can I see which doctor is scheduled to do the exam? Here are 3 ways . . .

One of the most frequently asked questions I receive from multi-doctor practices about the Dentrix appointment book is, “How can we see which doctor is assigned to the patient for the exam?” Since the appointment is set in the provider color (usually the hygienist color), it is difficult to see which patient each doctor needs to see during the day. Another question along these same lines is, “Can I post the exam to the doctor and the cleaning to the hygienist?”
In the past, there was no good answer. 

Now with the release of G6, there is a way to answer both these questions . . . Yeah!

When you schedule a patient for an appointment in G6, you will notice an Addl Provider box in the upper left corner where you can add the specified doctor for this patient’s exam. When you add an additional provider, you will be able to view it in a couple of places depending on your preferences.  

  • If your practice is using Route Slips or Patient Visit Forms, then you will see the additional provider in the Appointment Details section of the form.
  • Back in (I think) Dentrix G3, they added the Hover. When you let your mouse sit over the top of the appointment, it will pop up a window that will give you more information about the patient such as his or her picture, birthdate, insurance info, etc. One of these new pieces of info in the Hover is the Additional Provider.
  • You can add the Additional Provider to the View. From the Appointment Book, click on View from the top toolbar, and select the view you want to edit, then on the right side you will see a bunch of drop-down menus for Appointment Display Info. Here you can select the Additional Provider to show on the appointment book view so you can see visually on every appointment.
When you go to check out the patient and set the procedures complete, you can assign the exam to the additional provider and give that production to the doctor without having to go to the ledger and change it manually. This will save you a ton of time.  

I hope this tip helps you be more efficient and productive in your everyday routine. You use your practice management software every day and it is the little things that make the biggest impact on your day.


Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at dayna@novonee.com.


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