Tuesday, October 28, 2014

Family File Time Savers

Dentrix has lots of little time-saving features that really add up throughout the day. You can take advantage of several of those time savers when you enter new patients in the Family File.


  • In fields that require you to type patient information (Name, Salutation, Address, etc.), you don't have to capitalize the words you enter. Dentrix does that for you! Simply type the information and use the Tab key on your keyboard to advance to the next entry field (or manually click the next entry field), and Dentrix will capitalize the first letter for you. Note: The exception to this rule is the Email field, which won't automatically capitalize the first letter.
  • When entering information in date fields (Birthdate, Consent date, Visit dates, etc.) you can enter a string of numbers with two digits for day, month, and year without any spaces or punctuation (for example: 052376) and then Tab to the next field. Dentrix will automatically convert your entry to a corresponding date with a four digit year and appropriate punctuation (05/23/1976).
  • For the Phone and SS# fields, you can just enter a string of numbers and Dentrix will convert it into the appropriate groupings for you. Note: Phone numbers must include a 3-digit area code followed by a 7-digit phone number, and the SS# should consist of a 9-digit number for the automatic conversion to work properly.
As mentioned in the above tips, use the Tab key on your keyboard to advance through the different fields you need to fill out in dialog boxes, it will save you time in having to move your cursor to a new field with the mouse. Fewer clicks saves you time in the long run!

Tuesday, October 21, 2014

Appointment Book Day Notes

If you need a way to communicate date specific information to your office staff, consider using the Appointment Book Day Note. These notes of up to 3,900 characters can be used as daily task lists, reminders, or notices.

Using the Appointment Book navigation buttons, you can enter notes for  not only the current date, but future dates as well. Any note you write can be accessed from any networked computer, so you can share notes with your entire office staff.

To create an Appointment Book Day Note:
  1. Click the Note button located in the upper-left corner of the Appointment Book, next to the Calendar button.

    The Appointment Book Day Note dialog box appears.


  2. Type your note in the text field.
  3. To perform a spell check of the note, click the Spell Check button.
  4. Click OK to save the note.
    The Note button will appear in yellow now, indicating that there is a note for the current date shown in the Appointment Book.

You can also print the Appointment Book Day Note if needed. To print the note on the Appointment Book View Report, select File > Print Appointment Book View, and then select the Print Day Note option in the Print Appointment Book View dialog box.

Tuesday, October 14, 2014

Drag and Drop from Unfiled Documents

Within the Document Center is a window called Unfiled Documents, where documents that you have scanned or imported into Dentrix are stored until you attach them to the appropriate patient. 

Attaching an unfiled document to a patient consists of three steps:

  • Assign the document a Document Type
  • Give the document a Description
  • Select to whom the document will be attached

You can save time and eliminate the first two steps by dragging a document from the Unfiled Documents directly to a Document Type folder within a specific patient's Document Center. Dentrix will automatically fill in the patient's name and the Document Type, so all you have to do to attach the document is enter a Description.

First, select the patient to whom you want to attach the unfiled document. Then from the Unfiled Documents window, click and drag the document to the appropriate document type in the patient's Document Center. 

While dragging the document, the cursor will show a "no" symbol.
Once you hover over the patient's Document Type folder, the cursor changes from a "no" symbol to a "box" symbol. Release the mouse button to drop the document into that Document Type folder.


When you release the mouse button, the Document Information dialog box appears. The Document Type field is pre-filled with the folder you dropped the document into. Enter a Description of the document, and then click OK.



If the patient to whom you want to attach the document doesn't already have the Document Type folder you want to use listed in his/her Document Center, drag the unfiled document to the patient's name and release the mouse button. 





The Document Information dialog box will appear with just the patient selected and will allow you to select the Document Type and enter the Description.

For more information about using the Document Center, please view the "Storing Documents in the Document Center" tutorial found in the Dentrix Resource Center under the Videos tab, or read a past tip on How to set up Document Types.

You can also attend the Dentrix "Create a Complete Patient Record" workshop, which features dozens of helpful tips for using the Document Center to electronically store patient information.

Tuesday, October 7, 2014

Deleting Treatment-planned Procedures from a Case

When working with a patient's treatment plan, there may be times when you need to quickly edit or delete procedures from a case.

To edit or delete a procedure within a treatment plan case:


  1. From the Treatment Planner, select a patient.
  2. In the Treatment Plan Case Setup panel, expand the treatment plan case that contains the procedure you want to edit/delete.
  3. Double-click the procedure. The Edit or Delete Procedure dialog box appears.


    • To edit the procedure, make any changes needed within the dialog box and then click OK to save.
    • To delete the procedure, click the Delete button, then click OK to verify the deletion.
As an alternate method for deleting a procedure, you can simply right-click the procedure within the treatment plan case and then choose Delete Procedure(s) from the list of options.


Do you want to know how you can learn to more effectively use the Treatment Planner? Click the following link to get information about the Dentrix workshop titled, Build a Compelling Case, designed for experienced Dentrix users who want to gain a comprehensive understanding of how to effectively create, present, and manage patient treatment plans.