Tuesday, May 29, 2018

Customizing Clinical Note Templates and Categories to Fit Your Practice Needs

Dentrix comes with several pre-installed clinical note templates and prompts. Depending on the needs of your practice, there may be templates that you use every day. But there may also be templates that you have never used and don’t need.

If you delete the individual templates and categories you don’t need, it will be easier to find the clinical note templates you actually need.

For example, a pediatric dental practice may want to delete the clinical note template categories for Orthodontics and Fixed Prosthetics so they don’t take up space in the clinical note list.

To delete a clinical note template you no longer need:
  1. In the Patient Chart, click the Clinical Notes tab, and then click the Template Setup button.


  2. Expand the template category to view the templates in that category and select the individual template you want to delete. Then click Delete Template.
  3. Click Yes to the confirmation message that appears.<

To delete clinical note templates category:
  1. Delete each template within the category by following the steps above. Then click Category Setup.


  2. Select the category to be deleted from the list, and then click Delete Category.
  3. Click Yes to the confirmation message that appears.

Additional Tips
  • Deleted templates cannot be restored and must be re-created from scratch. It's best to consult with the entire staff to make sure no one is using a template you want to delete, before you delete it.
  • You cannot delete a clinical note category that still contains templates. First delete all the templates within the category, then delete the category.
  • To learn how to customize clinical note templates, read Stay on Top of Your Clinical Notes in the Dentrix Magazine online articles archive.
  • For a full list of the default clinical notes templates that come pre-installed with Dentrix, read Knowledgebase article # 66217 in the Dentrix Resource Center.

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