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
    February 10, 2023 20:00

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


  • Guest commented
    July 01, 2020 16:13

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

  • Kristi commented
    May 15, 2020 17:17

    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.