Wednesday, May 13, 2020

Finding Patients to Schedule After Reopening

Now that many dental offices have been able to re-open, it’s time to get patients scheduled. For many offices, looking at an empty Appointment Book, this may seem like a daunting task. I have some recommendations on how you can not only start scheduling appointments again, but where you can find these patients in Dentrix.

First, reschedule the existing appointments that had to be canceled due to COVID-19. Most likely, you either broke those appointments in Dentrix, or used Wait/Will call to move the appointments to the Unscheduled List.  Either way, you can easily find these patients by viewing the Unscheduled List. You can sort the Unscheduled List by date to find patients that appointments were cancelled during the last couple of months. You can reschedule these patients directly from the Unscheduled List—all of the information you need to contact the patients is stored right there in the list, including phone numbers. You can even drag and drop appointments from the list right to the Appointment Book. Use the Unscheduled List to find patients who were scheduled for an appointment for hygiene as well as patients who were scheduled for treatment with the doctor.

Next, contact patients due for continuing care procedures. This will help to fill your hygiene schedule and often times, restorative treatment is diagnosed during the hygiene visit, so it will help fill your doctor’s schedule too. I would recommend starting with patients that were due for continuing care over the last three months. You can create a new Continuing Care View to find these patients. You can create a view that includes patients who are due for the prophy continuing care type, without an appointment. You can set the due date range for 3/1/20-5/31/20.

Once you click OK to generate the Continuing Care List, you can contact patients directly and access the Office Journal to make notes about contact with the patients. You’re also able to schedule the appointment directly from the Continuing Care List. Once you have found and contacted all patients who are due for a Prophy, I would also suggest creating a second Continuing Care View and find those patients overdue for Perio, in order to contact and schedule your perio maintenance patients. 

As you work to fill your schedule, make sure you are following your state guidelines regarding length of appointments and how many patients can be seen in the office at a time. 

Lastly, contact patients with outstanding treatment plans to fill your doctor’s schedule. A couple of weeks ago, we talked about the Treatment Manager to find patients with outstanding treatment plans. I would recommend using the Treatment Manager to find patients with a treatment plan date range from January 1st, 2020 to the current date. This will provide you with a list of patients with procedures diagnosed three months prior to dental offices closing.

Using a methodical approach to schedule patients can help you to fill both your hygiene and your doctor schedules as your office is re-opening. Follow your state guidelines and use the American Dental Association guidelines for safe back to work practices. If you have questions, e-mail me at

Charlotte Skaggs, Certified Dentrix Trainer

Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on the perspective of a practice owner. Charlotte has been using Dentrix for almost 20 years and is a certified Dentrix trainer. Contact Charlotte at

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