Dentrix Ideas

When scheduling recall appointment, warn user if patient is already booked for a prophy/perio maint

When scheduling recall patients, a warning should come up if patient already has a prophy or perio maintenance scheduled to avoid duplicate recall appointments for a patient.
  • Guest
  • Jul 9 2019
  • Planning to Implement
  • Jul 9, 2019

    Admin response

    Thank you for the submission.
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  • Guest commented
    15 Sep 08:28pm

    Great idea

  • Guest commented
    21 Jul 03:51pm

    Great idea

  • Megan Biggs commented
    2 Jun 10:24pm

    I think flagging other appointments in general when scheduling would be very handy, especially to coordinate with family members or restorative appointments.

  • Guest commented
    27 May 07:31pm

    great idea

  • Guest commented
    27 Feb 02:34pm

    It would actually be nice to flag for ANY type of appointment scheduled.  That way if they have a family member or maybe a restorative visit scheduled, you can try to coordinate it with them.  Many times I have offered appointments and they have stated, oh, I'm there with my kids that day in the morning, or the next day.......  

  • LaQuisha Young commented
    2 Oct, 2019 07:04pm

    This actually already exists. If you use the continuing care box at the top of the appointment when scheduling and you continually use it then you will get a pop up when you press ok to schedule the appointment. 

  • Deanne Jones commented
    30 Aug, 2019 03:18pm

    PLEASE make this happen for us.  It happens and can be avoided without click 3 different tabs to see it.

  • Guest commented
    31 Jul, 2019 08:28pm

    And to clarify - if CC is NOT attached - It would be nice to pop up that the family has an appointment too so we can try to coordinate those.

  • Phyllis commented
    9 Jul, 2019 04:26am
    If you always insert recall date on each appt the system will alert you asking if you want to attach recall date to this appt.
  • Guest commented
    9 Jul, 2019 04:26am
    Having this feature would help so much and eliminate patients getting more than one appt. for recall as we have more than one person doing scheduling in our office. I would vote 100 if I could for this one.
  • Cynthia Hidalgo commented
    9 Jul, 2019 04:26am
    You can already do this as long as the hygiene appointment is scheduled correctly (by attaching the continuing care to the appointment).
  • Guest commented
    9 Jul, 2019 04:26am
    Excellent idea!
  • John Dillworth commented
    9 Jul, 2019 04:26am
    While there is a warning prompt currently in place, the development team still needs to take another look at how it could be improved. Scheduling recare appointments tends to play out at a frantic pace, and the current prompt can easily be overlooked. Our team feels that simple UI tweaks could help make duplicates easier to notice. For example, Dentrix could include an option to put the warning on a customizable timer - which would force the scheduling team member to slow down and read the warning. Furthermore, the text of the warning itself could use some improvement. We know that Dentrix tends to focus on "Continuing Care" types to label recurring appointments, but the warning should grab the scheduling team member's attention with something like: "This patient already has a [CC Type] appointment scheduled on Mon/Tue/Wed/Thu/Fri, MM/DD/YYYY at HH:MM AM/PM. Are you sure you want to create an new appointment?" At the bottom of this prompt would be a formal warning that the patient would have more than one appointment on the books, and that the [CC Type] would be attached to the new appointment instead. It would also help our office quite a bit if Dentrix warned the scheduling team member if the patient was scheduling BEFORE his/her due date for that service.
  • Kim Wallace commented
    9 Jul, 2019 04:26am
    Also I think that it would be great if when scheduling a prophy/perio maint. appt an automatic alert would pop up stating that this next prophy/perio maint. appointment would not be a covered benefit of this particular patients benefit plan.
  • Guest commented
    9 Jul, 2019 04:26am
    Excellent idea, our office has made that suggestion as well.
  • Debbie commented
    9 Jul, 2019 04:26am
    Great idea!
  • Guest commented
    9 Jul, 2019 04:26am
    Also need to be able to attach continued care to more than one appointment. We have patients that schedule up to 1 1/2 years in advance to get late day appointments. Once the most current recare is set complete the next recare appointment does not have the continued care attached and is easily overlooked as it also does not print recare cards. Can't seem to attach recare without deleting next appointment and then remaking it using continued care.
  • Jaime commented
    9 Jul, 2019 04:26am
    This feature would help eliminate double booking!! Dentrix needs this ASAP
  • Guest commented
    9 Jul, 2019 04:26am
    GREAT idea and it would also be helpful if an alert would pop up if a pt is being scheduled to soon for a prophy appt. For insurance purposes it should be 6mos and 1 day.
  • Dayna commented
    9 Jul, 2019 04:26am
    Dentrix already does this . . . you just need to stop click through the warning message.
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