Scheduler by Jarvis

For Dentrix Ascend

If any of your practice locations are using Dentrix Ascend, please make sure to complete the following additional steps:

1. A Provider and Primary Provider must be selected for each Dentrix Ascend location. This can be completed via the Location Configuration page.
2. The selected Providers, must be setup in Dentrix Ascend (Dentrix Ascend Settings) with the following:
   1. Selected provider must be setup as a “Primary Provider”
   2. Selected provider must have a Provider Schedule established

FAQs

How does the Jarvis Scheduler work as it pertains to existing and new patients?:

While we capture all information:

1. Zip code
2. City
3. Email
4. State
5. Gender

We don’t overwrite what is in the PMS for existing patients, we simply use the information gathered to match to an existing patient. If a match is not made, then we treat this as a New Patient.

Specific to Open Dental Clients:

If an office puts a block in an operatory column– it MUST be set up to “block appointments scheduling”. This is an option when creating the block. See image below.

If it is not set up this way, a patient using Scheduler will be able to schedule over the block which could result in a patient scheduling an appointment in a spot where it is not allowed.

Technical Guide

https://jarvis-scheduler-config.surge.sh/guide/