Let’s face it, there are a lot of different places within Dentrix where you can makes notes about a patient. During your down time, why not review those notes to make sure they are up-to-date and relevant.

It’s easy to view all of your patient notes in one place with one of the little-known reports you can run in Dentrix: the Patient Notes Report. This report allows you to search all Dentrix note types according to a range of providers, patients, and dates that you specify.

To generate the report:

  1. From the Reports menu in the Office Manager, click Lists > Patient Notes Report.
  2. Type the Report Date that you want to print on the report. The default is the current date.
  3. Set your report options, including a range of patients, provider, and/or billing types to include.
  4. Under Note Types, select the note(s) that you want to include on the report.
  5. Check the appropriate box(es) for any additional note type(s) you want to include.
  6. Click OK to send the report to the Batch Processor.

Review the notes, and go in to Dentrix to edit them as needed to make them current and relevant.