This blog post offers advice for increasing efficiency in a dental practice using Dentrix, a practice management system, as well as a step-by-step tutorial for printing a recall list in Dentrix. Dental offices can better manage patient appointments and maintain organization thanks to the recall list. This and other Dentrix features can increase productivity overall and streamline the practice.
To keep your dental practice’s schedule operating well, it’s critical to maintain organization and keep track of patient appointments. You can simply check which patients need upcoming appointments by printing a recall list in Dentrix, which is one way to accomplish this.
We’ll provide you a step-by-step tutorial for printing a recall list in Dentrix in this blog article, along with some advice for boosting productivity in your practice. You’ll be able to effectively manage your schedule and keep your patients coming back for their scheduled appointments if you follow these tips.
Step 1: Access the Recall List in Dentrix
To access the recall list in Dentrix, click the “Continuing Care” button from the Appointment Book. From here, you’ll be able to view a list of all patients who are due for their next appointment.
Step 2: Filter the Recall List
Once you’re in the recall list, you may want to filter the list to only show patients who are due for their next appointment within a certain timeframe. To do this, select “views” at the top then “temporary view.” This will open a new dialog box that gives you the option to select the date range you’re interested in.
You can also filter the list by other criteria such as appointment type, provider, or location. This can be helpful if you want to focus on specific patients or appointments. To do this, follow these steps:
From the temporary view dialog box, choose the criteria that you want to filter by, such as appointment type, provider, or location. (You can also filter by other criteria such as date range or patient name.)
Select the desired option from the drop-down menu.
Click the “OK” button to apply the filter to the recall list.
You can more easily manage your schedule by focusing on particular patients or appointments by filtering the recall list. For instance, you can filter the list by appointment type and choose “Prophy” from the drop-down menu to view all patients who are scheduled for their next cleaning appointment. It will be simpler to organize your schedule and make sure that every patient receives the care they require because this will only display those who are overdue for a prophy visit.
Step 3: Print the Recall List
Once you’ve filtered the recall list to show the patients you’re interested in, you’re ready to print the list. To do this, select the “Print” button at the top of the screen.
You’ll be presented with a variety of options for formatting and printing your recall list. You can choose to print the list in a variety of formats, including a standard list, postcards, or labels. You can also customize the information that is included on the list, such as patient name, appointment date, and phone number.
Step 4: Follow Up with Patients
After you’ve printed your recall list, it’s important to follow up with patients to confirm their appointments. This can be done through a variety of methods, such as phone calls, emails, or text messages.
By following up with patients, you can help to ensure that your schedule stays full and that your patients continue to receive the care they need.
In Dentrix, printing a recall list is a simple and quick method to manage your schedule and keep organized. You’ll be able to effectively organize your patients’ appointments and keep your practice operating smoothly if you stick to the instructions provided in this blog post. Utilizing Dentrix’s other capabilities, including the scheduling module, patient portal, and treatment planning module, will help you streamline your practice and increase efficiency. So, give these strategies a shot to maximize Dentrix’s potential in your practice.