Dentrix Ideas

When setting complete on the appointment book, the Appointment Provider should be the default, not the family file provider.

Currently when you set an appointment complete, it brings up the dialog screen to confirm that the treatments and provider you are setting it complete under are correct and the Family File Provider 1 is the default. It SHOULD be the appointment provider as the default in this instance since it was scheduled with that provider.

  • Guest
  • Sep 12 2024
  • Needs review
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  • Dr J commented
    13 Sep 06:35pm

    This is an existing setting in the Appointment Book. Under "Setup" - "Practice Appointment Setup", uncheck the box labeled "Use TX Provider by Default on Appointment Complete".