Tuesday, April 28, 2015

Viewing Documents for an Entire Family in the Document Center

The Document Center allows you to view documents for a single patient or an entire family. Use Views to see a list that contains all documents for every member of the family without having to select a new patient and switch between patients. 

To view documents for an entire family at once:

  1. Open the Document Center and select one member of the family you want to view.
  2. Click View > By Family (or click the By Family button). The Document Center will display all family members and their documents in one list.


Bonus Tip: When viewing documents using the Document Center's View options, you can always see which view option is being used by looking at the bottom left corner of the window. In the above example, shown in the red box, the View option being shown is By Family - All Dates - All Types.

Tuesday, April 21, 2015

Adding Clinical Notes using Templates and Prompts

Using Dentrix clinical note templates helps you be both through and efficient in three different ways. First, it saves you from typing out the same note several times a day for different patients. Second, it ensures that all of the clinical notes in your practice are consistent and contain the same details, regardless of who wrote the note. And finally, it speeds up the process of writing notes because you can just enter the information you are prompted to enter.

To enter a clinical note using a pre-defined template:
  1. With a patient selected in the Patient Chart, click the Clinical Notes tab in the Progress Notes panel to open the Clinical Notes panel.


  2. Click the New Clinical Note button. A new clinical note is created with the current date and time.
  3. Clinical note templates are grouped by category in a list on the right side of the Clinical Notes panel. Click the plus (+) symbol to expand the section that contains the template you want to use.
  4. Double-click the template you want to use. Note Template dialog box(es) will appear with prompts to help you create the clinical note.
    Note: Depending on how the clinical note template you are using was set up, there may be multiple prompt dialog boxes that appear that walk you through the creation of the clinical note.


  5. Supply the requested information in each of the prompts that appear. When you have entered all the information, the clinical note will appear in the clinical note text field.


  6. Click the Save Clinical Note button to save the note.
    Note: Saving the clinical note does not lock the note or prevent it from being edited. You can edit clinical notes until they are locked when either the month is closed or the clinical note has been signed.
Dentrix comes with over 70 clinical note templates to help you connect the most common procedures, appointment types, and reasons for notation. For a list of the clinical note templates and prompts found in Dentrix, log in to the Dentrix Resource Center and search for knowledgebase article #66217.

For details on how to create a customized clinical note template, please view the video below:


Tuesday, April 14, 2015

Adding Free-form Clinical Notes in Dentrix

Clinical notes are designed to help you keep a complete clinical record for each of your patients. Ideally, clinicians should create clinical notes during a patient's clinical exam to document observations regarding a patient's oral health and any recommendations given to the patient.

You can add a free-form clinical note, or use a clinical note template as a basis for the note. This week we'll focus on how to add a free-form note, and next week's tip will be working with clinical note templates.

To add a clinical note:
  1. In the Patient Chart, select a patient.
  2. Click the Clinical Notes tab in the Progress Notes panel to open the Clinical Notes panel.
  3. Click the New Clinical Note button and a time stamp is added to the left column of the Clinical Notes panel.


  4. Select the time stamp created in the previous step.
  5. Place your cursor in the empty field (in the middle column) and type your note.


  6. Click the Save Clinical Note button to save the note.
    Note: Saving a clinical note does not lock the note or prevent it from being edited. You can edit clinical notes until they have been locked. Clinical notes are locked when either the month is closed or the clinical note is signed, so if you want to prevent the note from being changed, you must sign it.
For more information on using clinical notes in Dentrix, see the "Clinical Notes Panel" topics in the Dentrix Help. Stay tuned for next week's Tip Tuesday post on using clinical note templates for adding patient clinical notes.

Tuesday, April 7, 2015

Progress Notes in the Patient Chart

If you've ever had to look through a patient's progress notes in the Chart to try and find information about a specific procedure or find treatment during a certain time period, then you know what a daunting task this can be. And if a patient has had a lot of work done, that means you have that many more progress notes to look through.



You can sort the progress notes and change how the information is displayed to make it easier to find the information you need.
  • Sort progress notes by column. Click the column headings to arrange the information chronologically, numerically, or alphabetically (depending on the column you select). For example, if you are only looking for a certain procedure code posted during April of 2012, you can click the Date column to sort all progress notes by date or click the Code column to sort the progress notes by procedure code.
  • Use status buttons to narrow your search. Progress notes can be viewed by treatment status. To make it easier to look through the progress notes, turn on only the status button for the type of procedures you are looking for: treatment plan, completed, existing, conditions, exams, or referrals. For example, if you are only looking for completed procedures, select the Completed status button (you'll know it's selected by the orange background of the button) and make sure the other status buttons are turned off.
  • Viewing clinical notes. If what you are looking for would be found in the clinical notes for a procedure, you can either switch to the Clinical Notes tab or view the clinical notes within the progress notes by clicking the Clinical Notes button. When you view clinical notes within the progress notes, you can sort them by column to make finding what you want a little easier.
  • Painting progress notes. You can have the paint colors you have assigned in the Graphic Chart correspond to the color of your progress notes, which may help you locate them more quickly.  For example, if your treatment-planned procedures paint in red on the Chart, your treatment-planned progress notes can also appear in red. To coordinate your progress note color with your paint colors, from the Chart menu, select Setup > Chart Display Setup. In the Chart Display Setup dialog box, check Use Paint Colors for Progress Notes. Then click OK
Try out some of these sorting features in the Progress Notes panel. Many of them can be combined for a more in-depth sorting experience (combine the sorting of columns with the selection of certain status buttons, for example). And if you need to undo all your column sorting and start all over from scratch, you can click the Default Sort button, which sets procedure notes back to a chronological order with the oldest notes at the top of the list.