Tuesday, March 3, 2015

Printing Care Instructions with Walkout Statements

Updated 4/29/2019

When patients have oral surgery or other difficult procedures completed in your office, you often have care instructions to send home with them. You can attach those care instructions to specific procedure codes. Then, when you complete that procedure code, the care instructions will be automatically printed along with the walkout statement you generate for the patient.

To attach care instructions to specific procedure codes:
  1. Create a document that contains the care instructions you want to give to patients and save it in your Dentrix letter template folder.
    Note: If you don't know the location of your Dentrix letter template folder, you can find it in the Office Manager by clicking Maintenance > Practice Setup > Preferences and clicking the Paths tab.
  2. Attach the document to the appropriate procedure code. In the Office Manager, click Maintenance > Practice Setup > Procedure Code Setup, select the appropriate procedure code and click Edit. The Procedure Code Editor dialog box appears.
  3. Click the Edit Note button. The Edit Procedure Code Notes dialog box appears.

  4. In the Recommendation Note group box, click the Recommended Documents search button and select the document you want to attach to the procedure code, then click OK.
  5. Check Print Note on Walkout to include that document when you print a walkout that includes in this completed procedure code.

For additional information, read Setting up Walkout Statements in Dentrix Help.

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