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2026 Catalog: General Courses

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DE1180: IHS EDR Star Upgrade Training Series: Scheduling Essentials: Appointments & Provider Schedules [Live Webinar]

 
Date: 2/11/2026 - 2/11/2029
Course Status: Available
Facility: Online
Location: Online
Instructor: Theresa Romero
Director: Joel Knutson
Level: Review
Audience: Dentists, Hygienists, Assistants, DHA, Support Staff
Quota: 10 - 1000 students
Tuition: $0.00
Hours: 1.00 (Total CDE); 1.00 (AGD - 550)
Joint Sponsorship: No
Lecture icon Question and Answer icon Video icon
Summary:

This course reviews the process of scheduling patient appointments in the Dentrix Enterprise [DXE] Appointment Book; intended for any clinic personnel involved with scheduling patients. Participants will learn how to view dental clinic schedules to support the daily workflow.

Appointment Book
Appointment Book Navigation
Appointment Book Views

Find Appointment Time
Create Appointments
Edit & Reschedule Appointments
Cancel & Break Appointments

Events for Reminders & Scheduling Blocks
Perfect Day Scheduling Blocks

Common Scheduling Tasks
Tips for Confident DXE Scheduling


Learning Objectives:

1.   Identify how to show confirmed appointments in the Appointment Book view.
2.   List three [3] parameters to find an open appointment time in the Appointment Book.
3.   List three [3] required fields to create an appointment.

Speaker / Presenter:

Theresa Romero — For follow-up questions, please contact the speaker at theresa.romero@aol.com.

The speaker has no conflicts of interest to report.

Disclosure Policy:

It is the policy of the Indian Health Service, Division of Oral Health, that faculty/planners disclose any financial or other relationships with commercial companies whose products may be discussed in the educational activity. The Indian Health Service, Division of Oral Health, also requires that faculty disclose any unlabeled or investigative use of pharmaceutical products and medical devices. Images that have been falsified or manipulated to misrepresent treatment outcomes are prohibited.

None of the faculty/planners for this activity has a conflict of interest, and there is no use of unlabeled or investigative pharmaceutical products or medical devices. No images have been falsified or manipulated to misrepresent treatment outcomes.The educational objectives, content, and selection of educational methods and instructors are conducted independent of any commercial entity.

Accreditation:
The IHS Division of Oral Health is an ADA CERP Recognized Provider

The IHS Division of Oral Health is an accredited sponsor of continuing education under the American Dental Association Continuing Education Recognition Program (CERP). ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the IHS at IHS CDE Coordinator or to the Commission for Continuing Education Provider Recognition at CCEPR.ada.org

Prerequisites:

None

Tuition Payment Information:

Please Make Checks Payable to: Indian Health Service.

Tuition Policy:

Tuition must be paid in full 8 weeks prior to the start date of any course. Request for refunds must be received in writing at least two weeks before the course begins. For each refund request, there will be an administrative charge of $100. No refunds will be made to registrants who fail to attend a course. If IHS CDE program cancels a course, then 100% of the tuition will be refunded.