Dentrix Ideas

HAVING PREFERRED NAME SHOW UP ON THE APPOINTMENT SCHEDULE

IT'S FASTER THEN HAVING TO GO INTO FAMILY FILE AND WE CALL THEM BY WHAT THEY PREFER. THANKS

  • Guest
  • May 11 2020
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  • Guest commented
    10 Feb, 2023 08:00pm

    You can do this... instructions below will work :)


  • Guest commented
    1 Jul, 2020 04:13pm

    I think you can do this already by selecting what you want to view on your screen

  • Kristi commented
    15 May, 2020 05:17pm

    Showing Preferred Names on Appointments

    1. From the Appointment Book, click View.

    2. Select the view you want to display preferred names and click Edit.

    3. Click the arrow to open the drop-down menu for line 1 (or whichever line is currently displaying the word "Name"). Scroll down the list and select Name/Pref.

    4. Click OK to save your changes.

    This needs to be done at each workstation.