Dentrix Ideas

Multiple Procedures Marked for Referral At Once

A function where you can select multiple procedures in a patient's treatment plan in the chart, and mark them referred all at once, rather than going into each procedure separately.

  • Guest
  • Nov 2 2022
  • Needs review
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  • Guest commented
    3 Nov, 2022 04:36pm

    You can do this by going to File/Set Related Referral. Select your referral provider and then Treatment plan all those procedures for this referral. When completed, go back and remove the Referral source, otherwise all other procedures will be referred as well.