Tuesday, April 30, 2019

How to Quickly Create Perio Exam Notes

Not only can Dentrix help you record perio probing measurements, but it can also help you document the patient's periodontal condition. The Exam Information panel gives you a quick and easy template for creating perio exam notes.

In Perio Notes, click on each note and select a value from each drop-down menu.


Select a Periodontal Case Type, Patient Status, Perio Status, and add Miscellaneous Notes as needed.

After filling in these values, you can easily turn these answers into a clinical note. Click Copy to Clipboard.

Open the Clinical Notes panel (If you don't see it at the bottom of the Perio window, click the View menu and select Clinical Notes Panel).
Create a new note, and select the Paste button.

The perio exam information is added as a clinical note and can be seen from the Patient Chart as well.

For additional information, read any of the following help topics:

Tuesday, April 23, 2019

Share A Great Idea

We have all had those moments when you think “Dentrix would be so much easier to use if...”
The developers and programmers at Dentrix want to hear those great ideas! Your input can truly help make Dentrix even better.

When inspiration strikes, click the Help menu and choose Enhancement Request. It doesn’t matter where in Dentrix you are working– every Dentrix Help menu will have this option. (If you are away from the office, you can access the website directly at http://myvoice.dentrix.com/.)

You’ll be whisked away to the Dentrix My Voice website, where you can search to see if others have the same idea. If someone has already submitted the idea, add your vote or add comments to promote the concept.


If you don't see your idea there already, add it!


Here area few examples of recent user-requested-turned-into-new-features:

The Dentrix development team is excited to learn what you want to see happen next!

Tuesday, April 16, 2019

Add Patient-Reported Medications to Health History

One of the new features in Dentrix G7.1 is the ability to record and track your patient’s medications. When you track patient medications, not only can you create a better understanding of your patients’ overall health, but you can also help to avoid the possibility of prescribing contraindicated medications.

When a patient fills out a questionnaire with the medications they are taking, you can take that information and add it to their Health History in Dentrix. Here's how:

  1. With a patient selected in the Family File, double-click the Health History block.
  2. Click the Add button from the Health History toolbar, and select Medication.


  3. Enter the following information:

    • Reported Date - Defaults to the current date, but you can edit it if needed.
    • Start Date - Defaults to the current date, but you can edit the date to reflect when the patient began taking the medication.
    • Inactivated Date - The date the patient stopped taking the medication.
    • Display Pop-up Alert for this Patient - Check this option to have an alert appear when you create a new appointment, open the Family File, etc.
  4. To add a medication, click the Medication search button and do one of the following:
    • Select a medication from the list and click OK.
    • To add a medication to the list, click the Setup button, select the Medications tab, and click the Add button. Enter the medication description and click OK. The medication is added to the list, then click Close. Now select the medication from the list and click OK.


  5. Click OK to attach the medication to the patient.

Once you have added a patient's medications, they are visible whenever you open the patient's Health History.

You can also get more information by reading You Asked For It! Patient Health History in Dentrix, in the latest online version of Dentrix Magazine.

For additional help, read the following topics in Dentrix Help: Adding Patient Reported Medications, Editing Patient Reported Medications, and Inactivating Patient Reported Medications.

Tuesday, April 9, 2019

Adding Emergency, Physician, and Pharmacy Contacts in a Patient's Health History

Have you ever had a patient emergency, but you didn’t know who to contact for them? Or, have you needed to contact a patient’s physician or pharmacy, but you didn’t have contact information for either one. Now available in Dentrix G7.1, you can add information for an emergency contact, physician, and preferred pharmacy to each patient’s Health History.

Here's how:

  1. Select a patient and click the Health History button.
  2. In the Contacts group box, click the > button next to the type of contact information you want to add.


  3. Click the New button, add the information for the contact, and click OK to save it.



For additional information about the new Health History module, read the You Asked For It!Patient Health History in Dentrix article in the Dentrix Magazine online archive, or read the Setting a Patient’s Emergency Contacts, Setting a Patient’s Physician Contacts , and Setting a Patient’s Preferred Pharmacy topics in Dentrix Help.

Tuesday, April 2, 2019

Creating a Default Treatment Plan Note

When you present treatment cases to your patients, you probably have standard information that you want every patient to understand. These may include financial terms, a disclaimer about insurance estimates only being an estimate, a time limit explaining how long your office will honor the prices quoted, or perhaps even a line for the patient’s signature on the printout.

You can include this information in a Case Note Template, and then designate that template as the default for all Treatment Plan Case Notes.

To create (or edit) case note templates, open any patient’s Treatment Planner, and from the lower-left corner, choose Settings (A). Then select Template Setup (B).


Type a short Template Name (you will use this to find your template from a menu later), and in the Template Text field, the note. Click Add to save it.

If you want to modify an existing template, select the template name, alter the Template Text, and click Modify to save the changes.



Back in the Treatment Planner's Settings panel, locate the Default Case Note Template menu. Select the template that contains the default information you created.


Going forward each new treatment plan case you create will have this message automatically added to the case note.

Additional Tips
  • You can also create or modify case note templates in the Office Manager. From the Maintenance menu, select Practice Setup > Custom Notes > Case Notes Setup.
  • Learn more about this topic by reading Adding Supporting Information to a Case in Dentrix Help.