As your practice prospers, your number of patients should increase. This increase is ideal for business; however, every new patient must have a patient record, which you must accurately enter into Dentrix. With the Family File, you can create a new record and keep track of important details about the patient, like contact information, insurance coverage, and referral information.
Watch this video to learn how to create a new patient record. (Duration 1:47)
Additional Tips
- Dentrix uses the patient’s birth date to determine whether the patient should have primary or permanent dentition.
- To learn more about creating a new patient record, read Adding New Family Accounts and Changing a Head of Household 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.) - Use the following information to create a new family record for Carrie Orme:
- Status: Patient, Female, Single
- Birthdate: 08/21/1995
- Address: 411 Simons Hollow Rd. Anytown, US 10101
- Email: [email protected]
- Mobile: (878) 555-9308
- Provider 1: DDS2
