Creating a New Patient Record

Topic Progress:

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

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 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
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