Tuesday, June 10, 2014

Viewing the Dentrix Document Center by Provider

In addition to managing documents for patients, you can use the Document Center to manage documents for providers and staff members in your office.

You can attach documents and reports to providers the same way you would attach them to patients. You can also attach W2 forms and other human resources forms to the providers and staff members in your office. Then you can view the Document Center for each provider or staff member just as you would for a patient.

To view the Document Center by provider or staff member:


  1. From the Document Center, click View > By Provider/Staff or click the By Provider/Staff button. The Select Provider/Staff dialog box appears.
  2. Select the staff member whose document center you want to view and click OK.
Bonus Tip:  If you open the Document Center from the Office Manager, you are prompted to select a provider/staff member and the Document Center opens for that provider/staff member.

Learn valuable tips like this one in the Using the Document Center to go Chartless course offered at this year's Business of Dentistry Conference. Visit businessofdentistry.com/dentrix for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered.

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