Tuesday, September 26, 2017

Assigning a Specific Provider for Continuing Care

One of your patients was recently seen by HYG2 for a prophy appointment. The patient appreciated how the hygienist listened to her concerns and her gentle touch when cleaning her sensitive teeth, and she would like to continue to see that hygienist for future appointments. You can accommodate requests like this and set up a specific provider for continuing care appointments as part of assigning a continuing care type. That way, when you schedule a prophy appointment, the patient’s preferred provider is attached by default.

How To
  1. From the Family File, select a patient and double-click the Continuing Care block.
  2. Select the prophy continuing care type from the list (or select the perio type if the patient is on perio maintenance), and click Edit. (If the patient does not already have the selected continuing care type assigned, click Set.)


  3. In the Provider group box, select the provider the patient wants to perform their continuing care.
    • Prov1 - Continuing care appointments default to the patient's primary provider (as selected in the Family File).
    • Prov2 - Continuing care appointments default to the patient's secondary provider.
    • Spec - Continuing care appointments default to the specific provider you select in the drop-down list.
  4. Enter the other information as needed for the continuing care type.
  5. Click OK. When an appointment is scheduled for the continuing care type, the specific provider attached to the continuing care type is listed as the appointment provider in the Appointment Information dialog box.
Additional Tips
  • When scheduling appointments, you can still manually change the provider/additional provider for the appointment in the Appointment Information dialog box as needed.
  • To learn more, read Editing Continuing Care Types in the Dentrix Help.

Tuesday, September 19, 2017

Emailing a Document from the Document Center

One of your patients called this morning and asked for a copy of his most recent billing statement and the EOB for his last insurance payment. If you are using the Document Center to store patient documents, you can simply select the requested documents, open an email message from Dentrix (which automatically adds the document as an attachment), and send it to the patient via email.

How To
  1. Open the Document Center and select the patient to whom you need to send a document.
  2. From the Document Tree, select the document you want to send.


  3. Click File > Send Document(s). Your email program will automatically open with the following attributes:


    • The To address field will have the patient's email address (if one is store in the Family File).
    • The Subject field will be populated with the document's description.
    • The document's description will also be used for the attached file name, along with the document's type (PDF, JPG, etc.) and file size.
    • Any notes from the Document Information dialog box will be included in the main body of the message (which you can edit before sending).
  4. Add text to the body of the email as needed and click Send to send the message.
Additional Tips
  • To email a document from Dentrix, your computer must be running a MAPI-compliant email software such as Microsoft Outlook or Outlook Express. Web-based mail accounts, such as Gmail or Yahoo Mail, do not work with Dentrix.
  • If MAPI-compliant software is not installed or your practice uses a web-based solution, you can export the document and then attach it to an email. (Open the Document Center, select the document from the Document Tree, and click File > Export Document(s). Save the document to your computer and then attach it to your email.
  • You may want to record the correspondence in the patient's Office Journal, as Dentrix does not do this automatically.
  • To learn more, read Sending Documents Electronically and Exporting Documents as Files in the Dentrix Help.

Tuesday, September 12, 2017

Copying Procedure Notes to Clinical Notes

After each appointment, the clinical providers in your office spend several minutes writing detailed, accurate clinical notes. It would save a lot of time to not have to write all of the notes from scratch. Did you know that many procedure codes in Dentrix already have procedure notes written that can be copied and used as part of your clinical notes? Instead of taking the time write all that information again, get a head start by copying the information that’s already in the procedure notes to your clinical notes and then making edits and additions as needed.

How To
  1. From the Office Manager, select Maintenance > Practice Setup > Procedure Code Setup.
  2. Select the procedure code category and individual procedure you want to edit, and click Edit.
  3.  Click Edit Note.


  4. Edit the procedure note text as needed, select the Copy to Clinical Note option, and click OK.
  5. Click Save, verify that you want to save your changes, and then click Close.
  6. Repeat for other procedure codes as needed.
Additional Tips
  • Whenever the procedure is posted complete for a patient, the procedure note appears as the clinical note on that date. You can edit the clinical note and make changes or add additional information as needed.
  • Not all procedures in the Procedure Code Editor will have procedure notes by default. You can add or edit the procedure notes for any procedure and then select the Copy to Clinical Notes option.
  • When you set complete a procedure code that requires a tooth number, surface, quadrant, or other treatment area information, that information will automatically be added to the beginning of the clinical note text. For example, if the procedure code note read “Filling of a cavity.” When you set complete the procedure, the clinical note will read “Tooth:  3 Surface: O Filling of a cavity.”
  • To learn more, read Editing Procedure Notes in the Dentrix Help.

Tuesday, September 5, 2017

Clearing a Continuing Care Type from a Patient

Assigning a patient to a continuing care type is the best and easiest way to keep them on schedule for regular preventive treatment. Most often a patient will be assigned the "prophy" type. But a patient's needs change with dental conditions and diagnoses. Some of your patients may develop periodontal disease, for example. If this happens, you'll want to attach patients to the "perio" continuing care type instead. But how can you make sure the same patient isn't attached to both the prophy and perio continuing care types in Dentrix? Follow these simple steps to clear a continuing care type from a patient:

How To
  1. From the Family File, select a patient.
  2. Double-click the Continuing Care block.
  3. Select the continuing care type that you want to clear and click the Clear button.


  4. Click Yes to the confirmation message that appears to clear the continuing care type from the patient.
  5. Click Close to return to the Family File.
Additional Tip
  • To learn more about assigning, editing, and clearing continuing care types, see the topics listed under Continuing Care Overview in the Dentrix Help.