The Dentrix Document Center is like a digital filing cabinet you can use to collect and store items that were previously held in a patient’s paper file, such as X-rays, insurance cards, correspondence, billing statements, etc. Once you have saved documents in the Document Center, you can easily access them from the Document Center window, which includes several tools and features to help you electronically view, manage, and store documents.
Watch this video to learn how to identify areas of the Document Center. (Duration 1:36)
Additional Tips
- Documents are stored in folders that correspond to the document type they have been assigned. Individual documents within the folder can be represented by various icons.
- When a folder is expanded, documents are shown with a left and right thumbnail icon with the following meanings:
- Left Thumbnail Icon – This icon will change based on how the document attachments are modified and according to how the View By Patient Filters are set up.
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Document attached to Patient’s Provider |
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Document attached to Patient’s Employer |
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Document attached to Patient’s Referred TO |
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Document attached to Patient’s Referred BY |
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Document attached to Patient’s Dental Insurance |
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Document attached to Patient’s Medical Insurance |
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Consent Form Attached |
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Patient Filter Not Included |
- Right Thumbnail Icon – This icon represents whether or not a document is digitally signed.
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Document is not signed |
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Document has a signature attached |
- In the Document Tree section of the Document Manager, click the plus “+” symbol next to the folder to expand the folder and see the contents. Click the minus “–” symbol to hide the content of the folder.
- You can store documents for both patients and providers. When you open the Document Center from a patient-specific module (Family File, Ledger, Patient Chart, etc.), the Document Center opens for the selected patient. However, you are prompted to select a provider if you open the Document Center from the Office Manager.
- You can turn the thumbnail view on/off from the View menu in the Document Center.
- To learn more about identifying areas of the Document Center, read The Document Center Window, The Document Center Toolbars and Customizing the Document Center Display topics 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.) - Select a patient to whom documents are attached. Note: You may have to attach a document to a patient first.
- Expand a folder that contains documents in the Document Tree, select a document, and view it in the Preview pane.