Thursday, April 27, 2017

Appointment Book Shortcuts you will love

Everybody loves a shortcut. That sounds familiar, right? I wrote a blog about the keyboard shortcuts a while back that you may want to check out. CLICK HERE to open it.

Today, I want to talk about some more scheduling shortcuts. When I am working one-on-one with team members, I often watch as they click, click, click, click and click again just to find out when the next appointment is or find out when the next family members’ appointments are. It’s exhausting for me to watch, let alone for the person doing all the clicking. Let’s look at a couple shortcuts.
  •  More Information Button – This feature is located on all Dentrix toolbars and you can also find it in the lower left corner of the schedule appointment window. Have you ever been on the phone with a mom and she wants to know when her three kids and husband are scheduled next for all their future appointments … but you’re not sure what’s the most efficient way to find all these appointments for the entire family? Or are you working in the Patient Chart and your patient asks you when her husband is due for his checkup but you really don’t want to leave the chart and figure out how to look for that information? Both of these scenarios can be completed using the More Information button. See the image below of the More Information window.


  • Locate Existing Appointment - This seems to be a feature easily forgotten and so easy to use. It is, however, only found on the Appointment Book. Click on the icon and enter the first few letters of the last name and click on the >> to search. Then you will see a list for appointments for that patient or if he or she has a common last name, you may see other people listed here as well. You can click on one of the appointments and click on View. It will take you out to the appointment and highlight it for you to easily see.
  • Other Appointments – You will find this quick button inside of the appointment and can be helpful if you have the patient’s appointment open. This can be helpful if you are looking to see if the patient has his or her next visit scheduled.


Quick tips and shortcuts help all of us work smarter. If you have a quick tip or shortcut you would like to share, let me know by making a comment on this post. I would love to hear from you.




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