Okay, I get it. You are not quite ready to dive into electronic forms, load them up on your website for patients to fill out online or link them up to an iPad. If you are wanting to go paperless, then using the document center in Dentrix is going to be how you will manage all your paper forms. What I am finding with so many offices is that they think they have to settle with the default settings that came with the Dentrix installation.
Since the document center will be your best friend when it comes to paper storage, here are some tips to make it work as best as it can for you.
When you think of the document center, think of it like a big file cabinet with hanging file folders and then you put the pieces of paper into it. I want you to customize the names of the hanging file folders just like you would in a real file cabinet.
Here are some examples . . .
- Referring Doctor Letters
- Lab Slips
- Original Forms from Paper Chart
- New Patient Forms
- Health History Update (of course if you read my blog you know that I love the Questionnaire module for HHX)
- Consent Forms
- Pre-Op Forms
So how do you edit the category types? Open the document center > setup > document types, then you can edit the existing names and/or create new ones. Create verbiage that your team will understand and will make it easier to find information.
NOTE: If you are using the feature that sends a virtual copy of the patient billing statement to the document center, make sure you keep the Billing Statements line item at the top of the list.