When you present treatment cases to patients, it’s essential to make case notes about their treatment as part of the clinical record. Case notes can include patient concerns about their treatment options, disclaimers about additional fees, etc. Dentrix makes it easy to add notes to a treatment case by using templates or entering a note by hand.
Watch this video to learn how to add notes to a treatment case. (Duration 0:42)
Additional Tips
- To create a case note template, from the Treatment Planner click the Settings button. In the Default Settings for New Cases group box, click the Template Setup button. Give the template a name, enter text for the template, and then click Add. Click Close to save and exit.
- Case note templates can also be created in the Office Manager. Go to Maintenance > Practice Setup > Custom Notes > Case Note Template Setup.
- To learn more about adding notes to a treatment case, read Adding Supporting Information to a Case, Customizing Case Settings, and Adding Case Note Templates in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Add a case note to Brent Crosby’s implant treatment case, stating that Brent has concerns about the anesthesia and recovery time associated with the procedure. Include in the case note that Brent has elected to accept the “Root Canal and Crown” option instead.
- Then create a case note template for future use. Name the template “Rejected” and add the following text to the template: “Patient rejected this treatment case for the following reasons:”