Entering a Patient Note

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Patient notes allow you to record individual notes on a patient’s account. For example, if a patient expresses interest in teeth whitening, you can make a note for future reference. Patient notes are also an excellent place to make notes about a patient’s interests, hobbies, and other information to help you remember each patient and build a personal relationship with him or her.

Watch this video to learn how to enter a patient note. (Duration 0:22)

Additional Tips

  • When you open the Family File for a patient that has a patient note, Dentrix automatically hides the note. To display the note, double-click the Patient Notes block or click the View button.
  • To learn more about entering a patient note, read Entering or Editing Patient Notes 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. Johanna Valgardson writes a popular cooking blog. Make a note in her patient note, so you can ask her about it during her next visit.

 

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