Tuesday, September 8, 2015

New Features in the Dentrix G6 Document Center

Updated 7/18/2019

Dentrix G6 includes new features and enhancements to the Document Center that make it easier for you to store and organize your important documents.

One new feature is the ability to rename Document Types even when those types contain documents that have been signed.
Note: You cannot delete a document type if there are signed documents attached to that type, but you can rename it.

To rename a document type:
  1. From the Document Center, click Setup > Document Types.

  2. Select the document type you want to rename.
  3. Click Change. A text box will appear around the description of the document type.
  4. Rename the document type and then click Close.
  5. Click Yes to the confirmation message that appears.

Another new feature in the Dentrix G6 Document Center is the ability to sort documents in the Unfiled Documents folder either by the date they were scanned or by the time they were scanned/printed to the Document Center. This makes it easier to find documents if you know the time of day or the date you scanned it.

To sort the documents in the Unfiled Documents window:

  1. From the Document Center, click the Unfiled Documents button.

  2. Click either the Date or Time column header to sort the documents.
  3. Select a document from the list and edit the Document Information and attach the document to a patient as needed.

Bonus Tip: With Dentrix G6, when you have more than 40 files in the Unfiled Documents folder, you receive a pop-up message when you open the Document Center letting you know you have a number of unfiled documents.

For more information, read the Renaming Document Types topic in Dentrix Help.

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