You have a patient that prefers being seen by a favorite hygienist. They really, REALLY, REALLY only want to be scheduled to see her and nobody else. How can you make a note of this in Easy Dental?
First, you can make a note in the patient file. In the Patient module, double-click the patient name and address block to open the Patient Information dialog box. In the Billing and Treatment group box, select Prov2, and select the ID of that favorite hygienist.
Maybe you want the reminder to be more obvious though. If so, you can create a Patient Alert pop-up message that will appear when working with the patient’s appointments.
- Open Patient Alerts.
- Select Always.
- Enter a short Description (such as “Scheduling”) and a longer Note (such as “Please schedule all cleanings with HYG3 Tiffany Roberts.”)
- On the right, where you select areas in Easy Dental for the alert to appear, keep it simple. Select Create New Appointment and Edit Existing Appointment.
- Select Show Symbol on Appointment.
- Click OK to save.
Last but not least, you can edit the Recall settings so that cleaning appointments will default to this provider. In the Patients module, double click the Recall block. Select the type (PERIO or PROPHY) and click Edit. Under Provider, choose Spec (which stands for specific), and select that especial hygienist. Click OK to save your changes.
Now, when making an appointment for this patient, when you add that procedure to the reasons box, the appointment provider will automatically switch over.