Tuesday, August 30, 2016

Dentrix Notes Part I: Scheduling

Sticky notes were a great invention, and I'm sure we've all used them for one reason or another since they came out back in the early 1980s. But a patient chart that becomes completely covered with yellow squares of scribbled notes without any method of sorting or prioritizing the pieces of information quickly has you wondering if there is a better way to organize your notes. With Dentrix, you have a variety of features that not only allow you to make note of patient information, but allow you to use that information more effectively.

By ditching the sticky notes, and revamping your note organization in Dentrix, you can discover the many places where patient notes can be stored and how you can manage that information in more effective ways.


Over the next few weeks, the Tip Tuesday blog will cover the different kinds of notes you can enter in Dentrix, their purpose and use, and from which modules you can access these notes. Notes will be divided into the following areas: Scheduling Notes, Patient Information Notes, Financial Notes, Insurance Notes, and Clinical Notes.

This week, we'll tackle Scheduling Notes:


  • Appointment NoteAppointment notes are attached directly to an appointment and usually reference special situations that the office should be aware of before seeing a patient. The Appointment Note can be printed on the route slip, patient visit form, and Daily Huddle report. For more information, see the Scheduling appointments Dentrix Help topic.
  • Appointment Book Day Note - An Appointment Book Day Note is available for each day of the year and is generally used to keep track of information for a certain date. Appointment Book Day Notes are displayed on each workstation in the office. They are not specific to a patient. For more information, see the Creating Day Notes Dentrix Help topic.
  • Continuing Care Motivational Note - The Motivational Note available in the Continuing Care type dialog box was designed to create personalized messages to be printed on continuing care reminder cards. You can also use the note to keep track of special circumstances related to continuing care, but you must be careful to hide any text you don't want to print on the patient's card. For more information, see the Assigning Continuing Care Types Dentrix Help topic, specifically, step 9.
  • Lab Case Notes - Notes about a lab case can be entered in the Lab Case Note field. For more information, see the Creating Lab Cases Dentrix Help topic, specifically, step 2.

Example of an Appointment Book Day Note
To learn about note field character limitations, see knowledgebase article #24903, Character Limits in Dentrix, in the Dentrix Resource Center.

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