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Dentrix - New Patient and New Appointment Request
Dentrix - New Patient and New Appointment Request

What to do when you receive a New Patient and New Appointment Request, if you use Dentrix

Carmen Mick avatar
Written by Carmen Mick
Updated over a week ago

  1. Do Not accept the new patient's Appointment Request in CareCru just yet

  2. In Dentrix - create the New Patient first (with proper Family File), and then create their New Appointment

  3. Back in CareCru - after 3-5 seconds, click 'Accept' on their Appointment Request

  4. In the prompt that appears, select that Patient, click 'Link Patient' button

  5. In the prompt that appears, select that Appointment, click 'Link Appointment' button

That new patient's CareCru profile is now properly linked to their Dentrix profile, and their CareCru appointment request is now linked to the appointment in Dentrix.

Since they're in the system now (no longer a "new" patient) - any future Appointment Requests from them will just require you to create their appointment in Dentrix first, and then after, Accept and Link their appointment request in CareCru.

Please also see the other related articles below for handling Online Booking Requests:
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