All practice management software have fields on their appointments for linking providers. These fields will either by “Doctor” and “Hygienist”, or “Primary Provider” and “Secondary Provider”. Either way, we don’t mind who is in which field, because we allocate the appointment based on user role.
Important note: Dollar amounts on the My Schedule view are not allocated this way.
Restorative Appointments
If the appointment is categorized as restorative then we allocate based on these priorities:
1. A doctor in the primary field will take top priority
2. A doctor in the secondary field
3. if no doctors are connected then the user in the primary field will take priority
Hygiene Appointments
If the appointment is categorized as hygiene then we allocate based on these priorities:
A hygienist in the primary field will take top priority
A hygienist in the secondary field
if no hygienists are connected then the user in the primary field will take priority
If the appointment is categorized as both restorative and hygiene or “other”, we allocate it to both provider schedules.
Practice Management Software Allocation Fields
Depending on your practice management software, ensure you have added the correct providers and/or hygienists to each field for each appointment:
Open Dental
Provider field
Hygiene field
Additional note for Open Dental users: If the patient is NOT seeing a hygienist for the appointment, do not add the hygienist in the hygiene field for the appointment or else it will allocate the appointment to hygiene.
Eaglesoft
Provider field
Hygiene field
Additional notes for Eaglesoft users:
Only the provider that the patient is seeing should be entered in the "Provider Time" area of the appointment (see above).
If the patient is NOT seeing a hygienist for the appointment, do not add the hygienist in the hygiene field for the appointment or else it will allocate the appointment to hygiene.
Dentrix
Provider field
Add'l Provider field
