If you are transitioning from paper to paperless, do you find that you are scanning paper all the time? Does the paper pile up in the “to be scanned” box and sit there, just waiting for someone to have free time to take care of it? When I work with offices on their paper storage management, I am surprised by how many offices don’t know about the “Send to Dentrix Document Center” feature. I actually received two e-mails about it this week so I thought I would “shout it out” to all of you.
The “Send to Dentrix Document Center” feature was added when with the enhanced Document Center upgrade in G3. It is a printer driver that is installed during the upgrade and will add a line item within your list of printers. You select it just as if you were going to print, but it is a “virtual print” so it doesn’t appear to do anything … but it does, and what it does will amaze you.
For example, let’s say you receive a letter from one of your referring dentists, updating you that your patient has had the implant placed and it is ready for restoration. This letter is either a Word document or a PDF file. Open the letter > click on file > print and select the Send to Dentrix Document Center and click print.
Next, open the patient’s Document Center, then click on the icon for Unfiled Documents on the acquire toolbar. This will open a new window and will possibly have a list of dates, which indicate that documents that have been sent to the Dentrix Document Center. Select the document you want to move into this patient’s document tree and drag it over. After you have dragged and dropped it, a new window will open up and ask you to select in which folder to place the document as well as a description of the document. Done . . . no printing, no scanning, and no shredding!
This technique works well with e-mail, electronic EOBs, treatment plan estimates, and anything else you can print. Try it, you’ll love it!
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 www.novonee.com and contact Dayna at firstname.lastname@example.org.