Clinical notes are designed to help you enter and keep a complete clinical record for each of your patients. Ideally, you should create clinical notes during a patient’s clinical exam to document observations regarding a patient’s oral health and any recommendations given to the patient.
Watch this video to learn how to enter a clinical note. (Duration 0:34)
Additional Tips
- If the Clinical Notes panel is not displayed, click View > Panels > Clinical Notes.
- You can edit or delete a clinical note until you lock it, and saving a clinical note does not lock the note.
- By default the clinical note will be assigned to the provider showing in the toolbar at the top of the chart. If that is the correct provider, you do not need to change the provider.
- Dentrix locks a clinical note when the month is closed or when you sign the note. If you want to immediately lock a clinical note, and prevent it from being changed or deleted, sign the note.
- Clinical notes are attached to dates; whereas, procedure notes are attached to specific procedures.
- Clinical notes can have procedure-specific information, but they can also have more generic observations about patients’ health or treatment, including completed or treatment-planned procedures, discussions with patients, and/or observations from clinicians.
- To learn more about entering a clinical note, read Adding Clinical Notes 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.) - Enter a clinical note for Corey Hansen using the Exam Type template and ensure that DDS1 is the provider.