Dentrix Ideas

Locate Existing Appointment by Chart Number

You should be able to Locate Existing Appointment by chart number. We communicate via internally with our team by chart numbers. So when someone sends me a chart number, the only way I can find their appointment is looking up their chart to figure out what their name is, then going to locate existing appointment and searching by name. This is a big time waste and inefficiency.

  • Guest
  • Mar 1 2023
  • Needs review
  • Attach files
  • PB commented
    March 08, 2023 17:51

    Use the "schedule appt" option instead - lets you search by first/last/preferred name/chart number/SSN/Ph#.