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Home / Dentrix Mastery Tracks / Patient Information Essentials for Teams / Add Documents to the Document Center

Add Documents to the Document Center

Mark Steele | 11/01/2021

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
  • Adding Files to the Document Center through Auto File Acquire
  • Attaching an Unfiled Document to its Sources

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  • Navigation

    Get to Know the Family File
    • Getting Started with the Family File
    • Understanding Continuing Care Information Displayed in the Family File
    Create and Modify Patient Records
    • Creating a New Patient Record
    • Changing the Head of House for a Family
    Add Information to a Patient Record
    • Assigning a Billing Type to an Account
    • Assigning an Employer to a Patient
    • Assigning a Fee Schedule to a Patient
    • Entering a Patient Note
    • Recording Patient Referrals
    Manage Health History and Alerts
    • Assigning Items to a Patient’s Health History
    • Managing Contacts in a Patient’s Health History
    • Managing Patient Alerts
    Assign Patient Insurance Coverage
    • Assigning Insurance to Dependents When the Subscriber is Not Covered
    • Assigning Primary Insurance to a Patient
    • Assigning Primary Insurance to a Dependent
    • Assigning Secondary Insurance When the Patient is a Subscriber to Both Plans
    • Assigning Secondary Insurance When a Family Member is the Subscriber
    • Assign Secondary Insurance When the Subscriber is not a Member of the Family
    Get to Know the Document Center
    • Getting Started with the Document Center
    • Identifying Areas of the Document Center
    Add Documents to the Document Center
    • Adding Files to the Document Center through Auto File Acquire
    • Attaching an Unfiled Document to its Sources
    Edit, Combine, Sign, and Delete Documents
    • Editing Document Information
    • Combining Documents
    • Signing Documents
    • Deleting a Document from the Document Center
    Email a Document
    • Emailing a Document from the Document Center
    Return to Patient Information Essentials for Teams
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