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  1. Dentrix Ascend
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  3. Scheduling Essentials

Scheduling Essentials

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Learn how to perform essential scheduling tasks in Dentrix Ascend. Choose one of the lessons below to get started. Each lesson includes several topics. Most topics require 3-5 minutes to complete.

Appointment Essentials

  • Scheduling an Appointment for an Existing Patient
  • Locating an Existing Appointment
  • Rescheduling an Appointment
  • Rescheduling an Appointment Using the Pinboard
  • Breaking, Canceling, or Deleting an Appointment
  • Reviewing Patient Appointment History
  • Searching for Open Appointments
  • Using the Routing Panel for Patient Check In
  • Using the Routing Panel for Patient Checkout
  • Completing Procedures
  • Patient Checkout Using Exit Workflow Compliance
  • Printing Route Slips
  • Printing the Schedule
  • Filling Open Appointment Times
  • Checking Text Message Responses
  • Confirming Appointments
  • Validating Appointments Booked Online
  • Following Up with Patients after Visits
  • Checking Insurance Eligibility
  • Receiving Lab Cases
  • Attaching Lab Cases to Appointments
  • Scheduling an Event
  • Setting Up Provider Working Hours

Recare Essentials

  • Scheduling the Next Recare Appointment
  • Personalizing a Patient's Recare Interval
  • Using the Unscheduled Recare Widget
  • Scheduling Recare from the Routing Panel
  • Contacting Patients Using the Recare Management Report
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