The Appointment Book stores data for appointments as far into the past as you have been using Dentrix. After your practice has been using Dentrix for several years, you can accumulate a large amount of data stored in the Appointment Book. You can purge the Appointment Book of data from several years ago to decrease the amount of data being stored in the Appointment Book and speed up your system.

To purge appointments:

  1. From the Appointment Book, click File > Purge Appointments/Events.
  2. Determine the cutoff date you want to use to purge appointments. For example, if you want to continue to see appointments for the past two years in the Appointment Book, set the cutoff date for two years and one day in the past. Any appointments that were scheduled before the cutoff date will be deleted from the Appointment Book.
    Note: Dentrix automatically adds an Office Journal entry for the patient that notes the date, time, and reason for the purged appointment so you still have record of it.
  3. Repeat the process for unscheduled appointments. Open the Unscheduled List in the Appointment Book and click Appt > Purge Appointments. Determine the cutoff date you want to use for unscheduled appointments.

For more information about purging appointments and events, see the Purging Appointments topic in Dentrix Help.