Paperless Patient Records Workshop: A Preview

Coming this spring, the new Paperless Patient Records Workshop offers a full day of hands-on training to help you streamline workflow in your front-office routines by creating and managing electronic family records using Dentrix tools instead of paper. Here is a sneak peek at some of the tips included in this new class.

Setting View Filters in the Document Center
View Filters allows you to view attached documents in the Document Center by patients, families, providers or staff, employers, insurance carriers and referral sources. You can also apply filters to view documents acquired within a certain date range and assigned to a certain document type.

Once selected, the current View By option displays on the bottom left corner of the Document Center dialog box.

Viewing Documents by Family
To view documents by an entire family instead of a single patient, go to the View menu and click By Family. All family members’ records with documents attached to them will appear in the Document Tree, along with the patient you originally selected.

Viewing Documents by Date and Document Type Filters
To view all documents of a certain type or date range (such as all the billing statements printed between 02/10/14 and 2/15/14), click Filters on the View menu and select the document type(s) you want to view from the list. Enter the date range and click OK.

Note: You can use the Filters options to find documents for all patients in the database. Set your search filters, and then set the View Document by Range to all patients.

Defaulting Back to the Simple Select Patient Tool
If you prefer the simple patient select tool in Dentrix G4 to the enhanced tool in G5, you can continue to use the simple version and set that as your default. Just open the Office Manager and click Maintenance, then Practice Setup and then Preferences. From the General Options tab, click the Use Simple Select Patient in All Modules option.

Note: The Use Simple Select Patient in All Modules setting is workstation-specific.

Updating the Family File Using Questionnaires
You can create questionnaires that capture information you need in the Family File, and update existing patient records with new information on the form without having to print it out and enter it by hand. Before updating the Family File information, Dentrix will give you the chance to compare the existing record with the new questionnaire responses and decide whether to update the information in the Family File or not.

For example, the patient on the screen below has a new street address and phone number. The red indicator next to the Patient Demographics category at the top left of the screen shows that information in this section of the questionnaire is different from what is currently in the Family File. Click on that section to see the screen below and compare the new information, highlighted in red, with the current information below. Then just click Update Family File to update the address.

Note: Blue indicators next to the patient information category titles indicate that the answers on the questionnaire match the information already in the Family File, so no update is necessary.

Get more tips like these at the new hands-on Paperless Patient Information Workshop! Classes start in March. For a detailed course outline and a list of dates and locations, visit and register today!

Save $40 when you register three weeks early!

Author: Patty Reay
Published: 02/28/2014
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