To ensure accurate results in Practice IQ, manage cancellations and no-shows in Dentrix using the following guidelines:
Handling Failed Appointments (No-Shows)
Mark as Failed:
Right-click on the appointment.
Select "Break Appointment."
Important: Do not delete the appointment. Doing so will remove its history, and Practice by Numbers (PBN) will not recognize that it existed.
Handling Canceled Appointments
Mark as Canceled:
Do not select "Break Appointment" or "Delete Appointment."
Click on the appointment to open the "Appointment Information" window.
Select "Wait/Will Call."
This moves the visit to "Unscheduled Treatment" for rescheduling.
Rescheduling Same-Day Appointments
If the patient reschedules on the same day:
Create a brand new appointment rather than using the same one.
If the patient reschedules the next day or later:
Follow the same process as remaking a canceled appointment.
Following these steps, you can maintain accurate appointment histories and ensure Practice IQ reflects correct data.