Tuesday, May 31, 2016

Complete Patient Clinical Notes at Your Fingertips

Updated 9/18/2019

Many doctors and hygienists like to review their past clinical notes about a patient at the beginning of their appointment. That way they can see any notes they made about the patient's health or treatment in the past. You can open a list that displays all of the clinical notes at once, so the provider can review them the same way they would in a paper chart.

To view all clinical notes at once:
  1. Select the appropriate patient in the Patient Chart module.
  2. Click the Progress Notes tab to open the Progress Notes panel.

  3. On the Progress Notes toolbar, select the Clinical Notes and Expand Notes view options. All of the clinical notes for the patient will be displayed within the Progress Notes list with the notes expanded so you can see the text of each one.
  4. If desired, deselect any other view options that are selected so that the only things displayed in the list are the expanded clinical notes.

Additional Information:
  • You can sort the columns of information in the Progress Notes panel by clicking the column heading. For example, if you want to see a specific provider's notes, you can click the Provider column heading and then scroll to the beginning of that provider's notes.
  • You can expand the Progress Notes panel to be taller so it's easier to read several notes at a time. To expand the panel, hover over the top edge of the panel until your cursor changes to an expanding arrow. Click and drag the panel to the desired height. When you are done reading the notes, you can resize the panel back to its original height so you can focus on the tooth chart.

For additional information on clinical notes, read the following article in the Dentrix Magazine online archive:

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