Routing slips in CareStack work as a form of internal communication within dental teams, conveying information about the patients being seen, the services rendered, and the production generated, among other pertinent details.
Watch this video for a complete understanding.
Topics Covered
Print Routing Slips
To print a routing slip when a provider has a single appointment:
Navigate to the Scheduler on the top right.
Click the Print option on the top right.
On the Print modal that appears,
Select the Routing Slip tab.
Select the Location.
- Select the Provider.
Note: The routing slip will be printed for the selected provider(s) and it will include all appointments and block slots associated with that provider. |
- Select the Date.
- Select the Start and End Time.
- Click Print.
Once printed, the routing slip displays information related to the provider's appointment(s) with the Practice Name, Patient Name, and Patient ID in the header, and the Printed On (date), Page Number, and Printed By (username) in the footer.
Note: Appointments in the routing slip will now be printed based on the scheduled appointment time. When multiple appointments are scheduled for the same time, the earliest created appointment will appear first on the routing slip. |
Customize Routing Slips
Users can configure the fields that should appear in the print out of the routing slip.
To customize a routing slip,
- Navigate to the Scheduler.
- Click on Scheduler Setup menu on the top right.
- Select Routing Slip.
- Select Account/Location tab as needed.
- Click Edit.
- Checkmark the sections you want to display on the printed Routing Slip.
- Click Save.
Tip: Click Preview Routing Slip to review before printing. |
Contents of the Routing Slips
Patient Information
The Patient Information can be located at the beginning of the routing slip. It contains details such as:
- Patient Name
- DOB
- Gender
- Address
- Preferred Name
- Email;
-
Contact Information
- (C)
- (H)
- (W)
- Ref By (Referred By)
- Preferred Language
Responsible Party Information
This section has information related to the Responsible Party Information. It contains details such as:
- Resp. Party (Responsible Party)
- Address
-
Contact Information
- (C)
- (H)
- (W)
Last Appointment Information
This section contains information related to the patient's most recent appointment. It contains information such as:
- Last Appt. (Last Appointment)
- Last Missed
- Def. Provider (Default Provider)
- #Missed
- Def. Location (Default Location)
Medical History
This section contains information related to the patient's medical history. It contains information such as:
- Allergic to
- Medical Conditions
- Premedication
- Strikethrough
- Condition
- Medical. Hx (Medical History) Last Completed On
Scheduled Appointment
This section contains information related to the patient's scheduled appointments. It contains information such as:
- Date
- Time
- Provider
- Location
- Prod. Type (Production Type)
- Appt Notes (Appointment Notes)
Next Appointment Details
This section contains information related to the patient's future appointments. It contains information such as:
- Date
- Time
- Provider
- Location
- Prod. Type (Production Type)
- App Notes (Appointment Notes)
Clinical Details
This section contains Clinical Details related to the appointment. It contains information such as:
- Periodic Exam
- Detailed Exam
- Complete Series
- Panoramic Films
- Bitewing Series
- Prophies
- Perio Maintenance
- Scaling/Root Planning
- Patient Notes
Insurance Details
This section contains insurance information related to the patient. It contains information such as:
- Status
- Carrier
- Employer
- Group#
- Phone
- Subscriber
- Sub.ID
- Ind. Max. (Individual Maximum)
- Rem. Max. (Remaining Maximum)
- Rem. Ded. (Remaining Deductible)
Account Details
This section contains Account Details related to the patient. It contains information such as:
- Name
- DOB
- Age | Gender
- Last Visit
- Next Visit
- Pat. Bal. (Patient Balance)
- Ins. Bal. (Insurance Balance)
- Total Bal (Total Balance)
- Unapplied
Recall Information
This section contains Recall Information related to the patient. It contains information such as:
- Patient Name
- Code
- Description
- Production Type
- Due Date
- Scheduled Date
- Status
Treatment Plan Details
This section contains Treatment Plan Details that are set for the specific appointment. It contains information such as:
- Th/Area (Tooth/Area)
- Surface
- Code
- Description
- Provider
- UCR
- Pat. Est. (Patient Estimate)
- Ins. Est (Insurance Estimate)
- Total Fee
Note: Unscheduled Codes added to the patient and kept in the treatment plan can be found in the Routing Slip. |
Practices can use this comprehensive guide to understand routing slip contents and learn how to print and customize one.