Creating a Clinical Note Prompt

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Most dental providers create clinical notes to document their patients’ treatment. Often, specific procedures require the same notes but with varied patient responses. With Dentrix, you can pre-load the most frequent responses for a note template. Then, all a provider need do is load the template and plug in the appropriate “canned” response(s).

Watch this video to learn how to create a clinical note prompt. (Duration 1:37)

Additional Tips

  • There are two parts to a clinical note template: the note text and the note prompts. The note text is the primary wording and information for the note. The note prompt is a question that should be answered by a patient, and the answer you select is inserted into the appropriate place in the note text.
  • Before you create a new prompt, search the list of prompts in the Clinical Note Prompts dialog box. You may find an existing prompt that you can use, rather than recreating the same one.
  • Dentrix offers multiple Response Types, including Confirmation Only, One Response from List, Checkbox Responses, Date, Number or Amount, Text, and the following selections: Arch, Tooth, Surfaces, Sextant, and Quadrant. Each type elicits a different kind of response.
  • In the Edit Clinical Note Template dialog box, prompt names appear in the clinical note’s text between two tildes (e.g., ~[prompt name]~), to distinguish the prompt from the note’s text.
  • Dentrix comes pre-loaded with clinical note prompts to help you create custom clinical notes. However, these default prompts may not reflect the way things work in your office, or there may be a prompt you want to add. You can create new prompts or edit existing ones to include the information you need to match your workflow.
  • The “prompt text” is only seen by office workers who use the template to create clinical notes, and it’s not included as part of the clinical note.
  • For a list of Dentrix pre-installed clinical note prompts, view List of Default Clinical Note Prompts. (Also accessible from the Dentrix Resource Center by searching for article #66217 titled, “List of Default Clinical Note Templates and Prompts.”)
  • To learn more about creating a clinical note prompt, read Creating Clinical Notes Prompts in Dentrix Help.

Check Your Knowledge

If you have access to Dentrix, check your knowledge with this exercise.

  1. Switch to the Dentrix demo database.
    (Skip this step if you are using the Dentrix Learning Edition software.)
  2. Use the following information to create a new prompt in the Health History Updated clinical note template (found in the Medical Alerts clinical note category):
    • Add a line of text at the bottom of the clinical note that reads: “Patient indicated the following health conditions:”
    • Insert the Health Issues prompt.
  3. Save the changes to the clinical note template.
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