Patient Visit Workflow Course

Duration: 55 minutes

Dentrix Ascend guides you through essential tasks before, during, and after an appointment.

Review the videos below to learn how to perform tasks related to the patient visit workflow.

Before the Visit

Lesson 1: Confirming Appointments (1:44)

Lesson 2: Validating Appointments Booked Online (1:51)

Lesson 3: Two-way Text Messaging in Dentrix Ascend (3:51)

Lesson 4: Receiving Lab Cases (1:35)

Lesson 5: Attaching Lab Cases to Appointments (1:10)

Lesson 6: Printing Route Slips (1:16)

During the Visit: Using the Routing Panel

Lesson 7: Using the Routing Panel for Patient Check In (2:57)

Lesson 8: Using the Routing Panel for Patient Checkout (3:03)

Lesson 9: Completing Procedures (2:00)

Lesson 10: Patient Checkout Using Exit Workflow Compliance (2:48)

After the Visit

Lesson 11: Following Up with Patients after Visits (2:15)

Lesson 12: Workflow Compliance Report (article)

Additional Resources