If it doesn’t, press the function key for that view, such as F2. Your new task list should appear on the right side of the Appointment Book. You can then press the function key for your original view (such as F1) to hide your task list and display the original Appointment Book view.Ĭlick OK. Later, you can press that function key on your keyboard (such as F2) to quickly display that view with your task list. In the Select View dialog box, make a mental note of the view number you just created (such as 02 - F2). Set any other view options you want and click OK when finished. Under Operatories, select the operatories you want to include in your view, including the new task list you created (such as “TODO”). From the menu bar in the Appointment Book, click View, and then click New. If the Appointment Book isn’t already open, open it. If the Appointment Book is already open, from the File menu click Refresh. Repeat these steps if you want to create columns for other staff members. (The Operatory Title is an optional field and isn’t needed, but you could type the person’s full name there if you want.) When finished, click OK. So if you want task lists to always appear on the right side of the Appointment Book, you may want to use an underscore character ( _ ) at the beginning of the name, followed by three letters, such as _KEL. Keep in mind that the Appointment Book displays the operatories alphabetically by ID. If you want to create task lists for multiple staff members, you may want to use employee initials or an abbreviated name. If you’re creating only a single task list for yourself, you could type “TODO” or “TASK”. In the ID field, type a four-character name for your task list. To begin, in the Office Manager, from the Maintenance menu, point to Practice Setup, and then click Practice Resource Setup. This article explains how to set this up in Dentrix and then offers a few tips and suggestions for using the Appointment Book to help manage your daily tasks. Using custom views, each staff member can have his or her individual task list appear right next to the patient schedule so it’s always visible when the Appointment Book is open. The secret is to create extra operatory columns in the Appointment Book as “TODO” list columns, one for each member of your dental team, and then schedule your task reminders as events in those columns. Using Dentrix, you can schedule individual task reminders for each provider and staff member right in the Dentrix Appointment Book at the date and time the tasks need to be done. But there’s another method that you may not have considered. We’ve seen dental offices using these methods to help manage their daily tasks, and each one has its own advantages and disadvantages. We scribble hand-written sticky notes, use smartphone apps, send ourselves email and text messages, and make lists on our PC.ĭentrix provides different tools to help with your daily task reminders, such as Office Journal reminders and the Appointment Book Day Note. Most of us use to-do lists to remind us of important tasks that need to get done. Discover how to create custom task reminders and display them right in Dentrix.
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