Handling Cancellations and No-Shows in Dentrix

To ensure accurate results in Practice IQ, manage cancellations and no-shows in Dentrix using the following guidelines:

Handling Failed Appointments (No-Shows)

1. Mark as Failed:
   • Right-click on the appointment.
   • Select "Break Appointment."
   • Important: Do not delete the appointment. Deleting it will remove the history, and Practice by Numbers (PBN) won't recognize that the appointment existed.

Handling Canceled Appointments

1. 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.

By following these steps, you can maintain accurate appointment histories and ensure Practice IQ reflects correct data.