Appointment Book Customizations to Help Maximize Production

Four areas where you can make small changes that will impact your scheduling efficiency.

Dentrix allows you to customize your Appointment Book to fit your practice and provider schedules. It’s important to customize the Appointment Book in the following areas, which can be found on the Setup menu in the Appointment Book.

Register for our new features webinar on September 10 at 9am MDT or September 28 at 3pm MDT to learn more about the features in Dentrix G7.5 and prepare your team for the upgrade.

Practice Appointment Setup

This is where you set up the days the practice is typically open. Adjust the weekdays and times during each day the practice should be open. Be sure to include a lunch break if the office closes for lunch. You can also customize the time block size and Hover window details from within the Practice Appointment Setup dialog box.

Practice Schedule

The practice schedule calendar is where you can close the office on specific dates or holidays. You can close the office for a holiday that occurs on the same date each year, such as Christmas, using the Set Yearly Holiday on selected day feature. But that feature wouldn’t work for holidays such as Thanksgiving that change from year to year. The Close Office on selected date feature lets you pick and choose which individual dates to close.

Provider Setup

You can customize the work schedule for each individual provider in your office. For example, you can set up a hygienist’s schedule to show that she only works 8:00 am-12:00 pm on Wednesdays even though the practice is open from 8:00 am-5:00 pm. You can also customize provider time blocks and the color of their appointments that display on the schedule.

Operatory Setup

Each operatory can be set up to have different working days and hours. For example, your administrative team may want to start scheduling in Operatory 1 beginning at 8:00 am, but not have appointments scheduled in Operatory 2 until 9:00 am. You can also customize which days of the week specific operatories are open (or closed).

Having these different areas of Dentrix set up properly is crucial for the Practice Advisor Report to be accurate. The Practice Advisor Report calculates the number of dentist and hygienist production days, the daily average production, the hourly production, and unfilled hours. It also calculates the value of those unfilled hours so you can see lost revenue based on unfilled appointments.

In Dentrix G7.5, there’s a new option to open a day that’s usually closed in Dentrix. This will be very helpful for offices that are open every other Wednesday or one Friday a month, for example.

When opening a day that’s usually closed in the schedule calendar for the practice, you also have the option to update the operatory schedules and update the provider schedules right from that screen. Updating the operatory and provider schedule helps ensure that the Practice Advisor Report can provide you with accurate data.

It’s important to evaluate daily and hourly production in the Practice Advisor Report to make sure you’re maximizing your practice production. Are there areas where you could increase the practice production by doing things like taking X-rays on a more frequent time schedule, or offering elective procedures such as teeth whitening?

Unfilled hours and lost revenue are important to evaluate because unfilled hours are time you have a provider available but are not generating production. Evaluating this information can help you to determine if your administrative team is scheduling efficiently or if appointment no-shows or cancelations are causing your practice to lose money.


Learn More

For more information about other new features in Dentrix G7.5, click HERE.

Register for our new features webinar on September 28 at 3pm MDT to learn more about the features in Dentrix G7.5 and prepare your team for the upgrade.

For more tips designed for office managers, subscribe to the Dentrix Office Manager blog at thedentrixofficemanager.blogspot.com.


By Charlotte Skaggs, Certified Dentrix Trainer

Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on the perspective of a practice owner. Charlotte has been using Dentrix for almost 20 years and is a certified Dentrix trainer. Contact Charlotte at vectordentalconsulting@gmail.com.