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. The Patient Notes Report dialog box appears.


  2. Type the Report Date that you want to print on the report. The default is the current date.
  3. Set the report options:
    • Select Patient - Select the range of patients that you want to include in the report, or to include all patients, leave <ALL> selected in both the To and From fields. To get a report for one specific patient, enter his or her name in both fields.
    • Guarantors Only - Check this box to limit the search to guarantors only.
    • Select Provider - Select the range of providers that you want to include in the report, or to include all providers, leave <ALL> selected in both the To and From fields.
    • Select Billing Type - Select the range of billing types that you want to include in the report, or to include all billing types, leave <ALL> selected in both the To and From fields.
  4. Under Note Types, select the note(s) that you want to include in the report:
    • Patient Alert Notes - Type a date range to filter the report by
    • Family Alert NotesType a date range to filter the report by
    • Clinical Notes Type a date range to filter the report by
    • Perio Exam NotesType a date range to filter the report by
    • Appointment Notes Type a date range to filter the report by
  5. Check the appropriate box(es) for any additional notes type(s) that you want to include in the report: Patient Note, Medical Alert, Continuing Care Notes, Insurance Claim Notes, Insurance Plan Notes, Payment Plan Notes, Guarantor Note, Guarantor Statement Note, Lab Case Note.
  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 blog post from Dentrix certified trainer, Dayna Johnson.

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