Monday, July 11, 2011

The Patient Route Slip . . . on Steroids!

The Patient Visit Form
This blog is for all you overachievers out there who were not happy with the existing Patient Route Slip and kept asking Dentrix if you could customize it your way.  Well here you go! We give you. . . The Patient Visit Form.
Start by Upgrading (if needed)
The first thing to know is that The Patient Visit Form came out in G4 PP8 so if you haven’t yet upgraded this might just push you over the edge.  After you upgrade to PP8 you will see a new icon at the top of your tool bar.  The patient visit form icon is directly to the left of the new Daily Huddle Report, (and if you haven’t read my blog about the Daily Huddle Report you will definitely want look for it in the archive section).
Customize Your Heart Out
After you select your patient and click on the icon you will get a box that looks like this:

As you can see from the above setup box, there are many more items you can select for your customized report.  Don’t worry, your report will still print out on one page; however, since you are able to add so much more information you might want to take a highlighter to the important parts until you memorize where everything is on the page.
Check out These Features
Here are some of the features I’m in love with – I’m sure you’ll find others:
·         The Family Alerts feature is cool if you want to see the pop-ups before they pop-up.  This might also be helpful if you see an alert that is not current anymore and needs to be removed. 
·         The feature I love the most is being able to see multiple Continuing Care types.  In my office we not only track Prophy and Perio, but also Ortho, Implants and Retainer checks.  Some of the patients we see for this specialized treatment are not hygiene patients and if they walk out of our office without scheduling their 1 year implant check or their 3 month retainer check we would have no way to retrieve them from our system if we didn’t use multiple CC types. 
·         Another feature on the customized Patient Visit Form I think is worth mentioning is that you can add the Guarantor Note from the ledger. Now of course if you use the Guarantor Note for lengthy conversations this might make the form extend onto a second page … but never fear, you do have the option to include only the first line of the Guarantor Note. 
A Word of Caution
Since the new Patient Visit Form now has the ability to include Patient Alerts, Guarantor Notes and the Patient Note, please use caution in your use of language because if your patient sees the form and you have written something that they might find offensive you could find yourself in a bit of trouble.  Not that any of you out there would ever write something questionable in the form because we are all extremely wise professionals with nothing but perfect patients in our practice…but I think it is worth mentioning.  Just my two cents!

Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at and contact Dayna at

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