Welcome to this tutorial on setting up your appointment book in Dentrix. In today’s tutorial, we will be covering the steps for creating an organized and efficient schedule for your entire practice, as well as for each operatory and provider. We will also show you how to set up your vacation and holiday hours. By following the steps outlined in this tutorial, you will be able to effectively manage your practice’s schedule.

Step 1: Setting Up the Practice’s Default Schedule

1. To set up the practice’s default schedule, open the appointment book in Dentrix and select “Setup” from the top toolbar.
2. Next, select “Practice Appointment Setup.”
3. In the box that opens, select “Default Schedule” on the left side.
4. To set the practice’s schedule, select each day of the week that the office is open.
5. When you select a day, you can set the schedule for that day by selecting the arrows on the side.
   • For example, if the office is open from 8 AM to 1 PM, closed for lunch from 1 PM to 2 PM, and open again from 2 PM to 5 PM on Monday, you would set the schedule as such.
6. Repeat this process for each day of the week and click OK when finished.

Step 2: Setting Up Operatories and Providers Schedules

1. To set up schedules for individual operatories and providers, go back to the “Practice Appointment Setup” box and select “Operatories” or “Providers.”
2. Select the operatory or provider for which you want to set a schedule and use the arrows to set the schedule for each day of the week.
   • Note that these schedules will override the default schedule set in step 1.

Step 3: Setting Up Vacation and Holiday Hours

1. To set up vacation and holiday hours, go back to the “Practice Appointment Setup” box and select “Vacation” or “Holiday.”
2. Use the arrows to set the schedule for the vacation or holiday.
3. This will close the office for all operatories and providers during that time, unless they have their own schedule set up in step 2.

Setting up your appointment book in Dentrix is an essential step in effectively managing your practice’s schedule. By following the steps outlined in this tutorial, you will be able to create a default schedule for your entire practice, as well as for each operatory and provider. Additionally, you will also be able to set your vacation and holiday hours, ensuring that your schedule is accurate and organized. With these tools, you will be able to improve the overall efficiency of your practice and better serve your patients.