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Home / Dentrix Mastery Tracks / Charting Essentials for Teams / Get to Know the Patient Chart

Get to Know the Patient Chart

Mark Steele | 11/12/2021

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
  • Getting Started with the Patient Chart

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  • Navigation

    Get to Know the Patient Chart
    • Getting Started with the Patient Chart
    Enter Treatment in the Chart
    • Charting Treatment Using the Procedure Code Buttons
    • Charting Treatment Using the Procedure Codes Panel
    • Changing Dentition
    • Charting a Supernumerary Tooth
    Complete, Edit, Delete, and Refer Procedures
    • Completing Treatment-Planned Procedures
    • Editing or Deleting a Procedure in the Chart
    • Invalidating a Completed Procedure
    Enter, Edit, and Sign Clinical Notes
    • Entering a Clinical Note
    • Editing or Deleting a Clinical Note
    • Signing a Clinical Note
    • Adding an Addendum to a Clinical Note in History
    Assign and Update Health History and Alerts
    • Assigning Items to a Patient’s Health History (Clinical Chart)
    • Updating a Patient’s Health History Items
    • Managing Patient Alerts
    Using the Perio Chart
    • Selecting Multiple Teeth During Exams
    • Opening the Perio Chart
    • Entering Perio Measurements
    • Perio Exam Information
    • Managing Perio Exams
    • Customizing Perio Navigation Scripts
    Return to Charting Essentials for Teams
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