Update Notes in Dentrix with Questionnaires

Dentrix makes it easy for your patients to fill out forms. You can set up a kiosk in your waiting room, hand patients an iPad or tablet PC or post forms online for patients to fill out before they arrive for their appointments.

The data that patients enter when filling out a form is imported directly into the Dentrix Questionnaires module for simple management of patient forms and information.

Patients often enter important information and explanations in the note fields on forms. Previously, the only place you could see those notes was in the actual form in the Questionnaires module. With Dentrix G4 Productivity Pack 8, you can capture those responses and add them to specific note fields in Dentrix without manually retyping the note.

To set up this feature:

1. In the Questionnaire module, click Edit > Questionnaire Setup. The Questionnaire Setup dialog box appears.
   
   
   
   
2. Select the form to which you want to add a note and click Edit Form. The Questionnaire Form Setup dialog box appears.
   
   
   
   
3. Click New Question. The Question Setup dialog box appears.
   
   
   
   
4. In the Question Setup dialog box, select Note Response in the Response Type pane. Enter the question you want patients to answer in the note field.
   
   
5. Check the Use Note to Update Patient Information box.
   
   Note: For existing questionnaire forms, you must edit the form and check the Use Note to Update Patient Information box for each note response you want to be able to add to Dentrix.

After a patient fills out the form with the note, you can open the form in the Questionnaires module and import the note into Dentrix using the Update Patient Information feature.

For more information about the Questionnaires module, search for “Questionnaires Overview” and “Setting Up Questionnaires” in the Dentrix Help files. Or, log in to the Dentrix Resource Center to view the on-demand training titles: “Dentrix G4 Productivity Pack 8” and “Using the Questionnaires Module.”