Tuesday, August 2, 2016

Where Did I Put that Patient Note?

"I know I entered a note in Dentrix that had something to do with John Doe's account, but I can't remember what it was, or where I entered it."

Sound familiar?

Let's face it, there are a lot of different places within Dentrix where you can makes notes about a patient. One of the little-known reports you can run in Dentrix is the Patient Notes Report. This report allows you to search all Dentrix note types according to a range of providers, patients, and dates that you specify.

To generate the report:
  1. From the Reports menu in the Office Manager, click Lists > Patient Notes Report.

  2. Type the Report Date that you want to print on the report. The default is the current date.
  3. Set the report options.
  4. Under Note Types, select the note(s) that you want to include in the report.
  5. Check the appropriate box(es) for any additional notes type(s) that you want to include in the report.
  6. Click OK to send the report to the Batch Processor.

The many locations for note taking in Dentrix are intended to help you be efficient in recording the right information in the right area. For more information on note locations, see the Top 10 Note Spots in Dentrix.

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