Tuesday, September 27, 2016

Dentrix Notes Part V: Treatment Notes

Over the last several weeks we have talked about the different areas within Dentrix where you can keep notes. Today's post rounds out the topic of Dentrix notes with treatment notes. Treatment notes are designed to help you keep a complete clinical record for each of your patients and include the following:
  • Clinical Notes - Clinical notes allow you to enter notations about medical conditions, treatment recommendations, or descriptions of work completed for a specific patient. You can write both free-form clinical notes, or use clinical note templates. Clinical notes can be signed and locked so that they cannot be edited. You can print clinical notes in a report.


  • Medical Alerts - You can use medical alerts to remind you of any allergies, illnesses, or conditions your patients may have. 
  • Perio Exam Notes - Perio exam notes are automatically added to a perio exam and consist of the measurements taken during a general periodontal exam, including information about the gingiva, oral hygiene, and X-rays. By default, Dentrix sets the measurement values of perio exam notes to those of a normal healthy mouth.
  • Prescription Notes - You can provide patients with more detailed dosage and usage instructions for a prescription in the Prescription Note field of the New Patient Prescription dialog box. The prescription note appears when you print a prescription.
  • Procedure Notes - Each time you enter a procedure, you can attach a note. Usually, the procedure note would be used to document clinical information about the procedure performed. However, that information can also be entered into the clinical notes. Procedure notes are locked when a procedure is moved into history following the closing of the month. Procedure notes can be printed from the Progress Notes panel.
  • Progress Notes - Progress notes are not text notes. Instead, progress notes are a list of all treatment-planned, completed, referred,  and existing work. They can also include conditions, exams, and clinical notes, if desired. You can print the progress notes from the Patient Chart.
  • Treatment Plan Notes - In the Treatment Planner you can add two kinds of notes: Case Notes and Case Status History Notes. Case notes are text notes that you can add to any individual treatment plan case. (You can also set up default case notes if desired that will be automatically assigned to each new case.) Case notes print on the Case Presentation report. Case Status History Notes are short "comments" that you can add when the status of a case changes.
  • Recommendation Notes - Recommendation notes are pre-written notes that can be automatically printed for patients when they have a specific procedure performed and your print them a walkout statement.
  • Referral Recap Notes - The referral recap note allows you to add notes for the referring provider when you generate a Referral Recap report.
  • Referral Slip Notes - The referral slip note allows you to add a note to the referred-to provider when you generate a referral slip for a patient.
And in case you missed them, be sure to read our previous posts concerning Scheduling Notes, Patient Information Notes, Financial Notes, and Insurance Notes.

Have you ever written a patient note and forgotten just where in Dentrix you put it? Reread a post from August 2016 titled Where Did I Put That Patient Note? that explains how to use the Patient Note Report.

No comments: