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
  • Released
  • Nov 26, 2020

    Admin response

    This feature is now available in G7.4. Thank you for all for the feedback and suggestions!

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  • Unknown Unknown commented
    November 30, 2020 19:51

    Great idea!

  • Guest commented
    November 30, 2020 03:57

    Very good, please incorporate this.

  • Guest commented
    September 15, 2020 20:28

    Great idea

  • Guest commented
    July 21, 2020 15:51

    Great idea

  • Guest commented
    June 02, 2020 22:24

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

  • Guest commented
    May 27, 2020 19:31

    great idea

  • Guest commented
    February 27, 2020 14:34

    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
    October 02, 2019 19:04

    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
    August 30, 2019 15:18

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

  • Guest commented
    July 31, 2019 20:28

    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.

  • Guest commented
    July 09, 2019 04:26
    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
    July 09, 2019 04:26
    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.
  • Guest commented
    July 09, 2019 04:26
    You can already do this as long as the hygiene appointment is scheduled correctly (by attaching the continuing care to the appointment).
  • Guest commented
    July 09, 2019 04:26
    Excellent idea!
  • Guest commented
    July 09, 2019 04:26
    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.
  • Guest commented
    July 09, 2019 04:26
    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
    July 09, 2019 04:26
    Excellent idea, our office has made that suggestion as well.
  • Guest commented
    July 09, 2019 04:26
    Great idea!
  • Guest commented
    July 09, 2019 04:26
    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.
  • Guest commented
    July 09, 2019 04:26
    This feature would help eliminate double booking!! Dentrix needs this ASAP
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