Patient Information Essentials for Managers

Every day your team has to find, add, and update patient information for your practice. To support your team, you need to set up patient information tools in Dentrix, manage special changes to patient records, and monitor key performance indicators.

In this course, you will learn how to perform essential Dentrix patient information management tasks like creating questionnaires, managing patient record changes, and tracking referrals.

We recommend you also complete Patient Information Essentials for Teams so you can help your team members learn their Dentrix patient information responsibilities.

Course Content

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Lessons Status

Manage Patient Records

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

Take a Test and Earn a Certificate

Take the patient information test for managers to see what you know and how you can improve. When you pass the test, you’ll receive a certificate.

What Comes Next

Take Scheduling Essentials for Managers, pass the test, and earn the certificate.

When you earn both the Patient Information and Scheduling certificates, you’ll be awarded the Dentrix Front Office Management Specialist certificate.

For more information about becoming a Dentrix specialist, visit www.Dentrix.com/Mastery.