Lately I’ve seen some questions about inactivating and archiving patients. While there are many opinions on this topic and offices will vary in their policy on this matter, I thought I would share some of my thoughts. If you’ve attempted to contact a patient who is...
When patients are seen for an appointment, they often are being seen for more than one reason. When those appointment reasons take up more than one line of text on the appointment, you have to open the Appointment Information...
When you add new patients to Dentrix, you need to designate someone in the family as the “responsible party.” Dentrix refers to that person as the Head-of-House (or Guarantor). As you are designating head-of-house, keep the following in mind: The first...
Staff turnover is inevitable, and when it happens, you’ll want to make sure that those changes are updated in Dentrix. Because there will be past procedures and transactions attached to providers who leave the practice, you can’t simply delete a provider. But you’ll...
When you want to review the contacts you’ve had with a patient, you can see this information from the Office Journal display window. However, this information will only be as accurate as the records you keep in your office. As a general rule, you should document...
