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Show Notes

Where Should You Make Notes in Dentrix? A Complete Guide to Dental Practice Documentation 📝 If a patient calls your dental office and says, “Someone called me yesterday, but I don’t know why,” could anyone on your team quickly find the answer? If not, you may have a Dentrix documentation problem. In this episode of the High Performing Dental Team Podcast, Dayna Johnson breaks down the many places you can make notes in Dentrix and, more importantly, explains which note belongs where. With roughly a dozen different documentation options available, having a consistent system can make a huge difference in dental practice efficiency, patient communication, onboarding, and team workflows. Consider this a mini Dentrix training session you can bookmark and share with your entire dental team. ✅ Key Takeaways Learn when to use the Appointment Book daily note for morning huddles, team reminders, goals, and information specific to that day. Use appointment notes for information related to a specific visit, including patient copays, scheduling preferences, new insurance, or ASAP List details. Understand how Appointment Book events can communicate team meetings, lunches, operatory assignments, and other scheduling information. Use the Patient Note for relationship-building information such as hobbies, family, pets, and other details that help personalize patient conversations. Document insurance plan frequencies, limitations, and plan provisions in the Insurance Plan Note, not patient-specific eligibility information. Learn the difference between the Account Note and Billing Statement Note in the patient ledger. Add notes to adjustments and payments to clearly document why financial transactions were made. Understand the difference between Progress Notes, Procedure Notes, and Clinical Notes. Use procedure notes to document treatment details that can help treatment coordinators answer patient questions and support treatment follow-up. Remember Dayna’s two essential questions for clinical notes: What happened today, and what’s next? Use the Office Journal as the centralized location for non-clinical patient contacts, including calls about unscheduled treatment, overdue recare, and other follow-up conversations. Use Patient Alerts strategically for important information that team members need to see immediately. Understand where information belongs in the Health History Module and how health history pop-ups work. Document insurance follow-up details in the Claim Status Notes, including who you spoke with, claim status updates, and additional information requested by the insurance company. 📥 Get the Dentrix Notes Tip Sheet Dayna created a downloadable Dentrix Notes Tip Sheet to accompany this episode. Use it as a quick-reference guide for your current team or include it in your new team member onboarding process. 👉 Download the tip sheet: https://novoneecommunity.mykajabi.com/notes_and_documentation 📲 Want Help Optimizing Your Dentrix Workflows? If your team is struggling with inconsistent documentation, inefficient workflows, or simply isn’t sure where information belongs in Dentrix, let’s take a closer look at your systems. 👉 Book a discovery call with Dayna: https://calendly.com/dayna-johnson/discovery-call 🌐 Find more Dentrix training and resources: www.novonee.com 👍 Subscribe to the High Performing Dental Team YouTube channel for more Dentrix tips, dental practice management strategies, workflow training, and practical systems you can implement with your team.