Scheduling Essentials
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
- Viewing and Navigating the Calendar
- 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