Tuesday, April 14, 2015

Adding Free-form Clinical Notes in Dentrix

Updated 6/25/2019

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 Dentrix Help.

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