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Home / Dentrix Mastery Tracks / Patient Information Essentials for Managers / Get Started With the Questionnaires Module

Get Started With the Questionnaires Module

Mark Steele | 11/02/2021

Most topics in this lesson take 3-5 minutes to complete. As you finish each topic, click the Mark Complete button to receive credit.

Note: Test question content can come from either the video or the Additional Tips section of a lesson topic.

Lesson Topics
  • Identifying Symbols in the Questionnaires Module

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    Manage Patient Records
    • Updating Patient Statuses for Groups of Patients
    • Moving a Family Member to a New Account
    • Combining Two Patient Records
    • Archiving or Deleting Patient Records
    • Managing Health History Items
    Set Up Continuing Care
    • Adding and Editing a New Continuing Care Status
    • Setting Up and Editing Continuing Care Types
    Analyze Continuing Care Statistics
    • Generating a Continuing Care Statistics Report
    • Using the Practice Advisor Continuing Care Report
    • Setting Continuing Care Benchmarks
    Get Started With the Questionnaires Module
    • Identifying Symbols in the Questionnaires Module
    Create and Edit Questionnaires
    • Creating a Questionnaire Form
    • Modifying an Existing Form
    Add and Track Referrals
    • Adding Referral Sources
    • Tracking Individual Patient Referrals
    • Generating the Referred by Doctor/Other Report
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