How do I activate a new patient in dentrix?
On the results list, click (or tap) New patient appt. The options for the new patient’s appointment become available. Enter the patient’s name, birth date, select the procedures that are to be performed, and set up the other options as needed.
How do you add someone to dentrix?
On the User Accounts page, from the New User button’s menu, click (or tap) Create New User. Note: You may want to verify that a user account for the person does not already exist. Use the Search box to search for a user account by the user’s last name, first name, user name, or email address.
How do you check new patients on dentrix?
To search for patients by appointment date:
- From any patient-specific Dentrix module, open the Select Patient dialog box.
- Click the Appointments tab. …
- In the Show appointments for drop-down list, select a different day if you want to see patients who are scheduled for another day.
How do I add a patient in dentrix ascend?
Birthdate – Enter the date of the patient’s birth.
- Primary Contact – To change the primary contact person for the patient, click (or tap) the Edit button . …
- Add New Member – To add patient records, at one time, for others members of the same household as the current patient, click (or tap) Add New Member.
How do I change providers in dentrix?
Changing a Provider for Selected Procedures
- Open the Patient Chart and select the patient.
- In the Progress Notes panel, select the completed procedure(s) that should be posted to a different provider.
- Click the Change Provider for Selected Procedures button.
- Select the correct provider for the procedure(s) and click OK.
How do I find out how many active patients I have in Dentrix?
A: There are different reports in Dentrix that will show you the total number of patients in your practice. You could run a Patient List or a Practice Statistics Report. However, these reports are only looking at the patient status on the Family File. The most accurate and up-to-date report is the Practice Advisor.
How do I print a patient list on Dentrix?
The List Manager window appears. To exclude a patient, right-click the patient’s name, and then from the shortcut menu, click Hide Patient. The patient’s name is temporarily removed from the list (until you click Refresh on the toolbar). To print the list, click Preview/Print.
How do I print a patient list in Dentrix?
Right-click any patient on the list to open a menu of options you can choose from to get additional information about the patient, such as the More Information window or access to their Guarantor Note, or to open that patient in a different Dentrix module. If you need to print the list, click Preview/Print.