Tuesday, September 4, 2012

A Little Known Secret

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!


14 comments:

  1. this is great scanning paper. you just waiting for someone to have free time to take care of it. This is wonderful article. Dental Emergency Orlando

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  2. Hi Dayna, Do you know if this feature is available in the Enterprise edition and if not when it will be since this is a huge problem for our office.

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  3. it would be nice if we could do this w/chart notes from the pt. chart. many times we need these for insurance claims, or am i missing something? thanks!

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    1. You can! All you need to do is temporarily change your printer in the Office Manager to the Dentrix Document Center, then go print and it will automatically send it to the Document Center. Then change your printer back to the regular printer.

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  4. I love Doc Center and use it all the time. I'm in the process of training the rest of the staff to use it. I've already seen a good 20% reduction in paper waste with just my use! Now if I can just get the dentist to remember to LOOK for documents there...

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  5. I'm very intrigued with the idea of going paperless. Thank you for the detailed and informative posts! You have a very nice writing style as well.

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  6. I love the document center, I am having a difficult time with the "Send to Document Center" with our referrals, it says "Unable to Preview"- any way to fix this?

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    1. Hello Kellie,

      You may just need to update your Adobe Reader. If that doesn't fix it then call support or email me back.

      Thanks,
      Dayna

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  7. I googled on HOW to get Dentrix Document Center as a Printer option.

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    1. Did you find an answer? I have never done that before. The printer driver comes with your Dentrix installation and if you don't have it then you can call support.

      Thank you,
      Dayna

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  8. Quick Questions: One staff member is able to view documents on her computer. And 2 other staff members are not able to even when they are logged on to the persons' computer that can view it. Any suggestions? Thanks!!

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    1. If you are getting a message that says "Unable to Preview" it could be one of two things . . .

      1) you need to install or upgrade your Adobe Reader
      2) the document you are trying to view is a Word document and that workstation does not have Word installed

      Hope this helps,
      Dayna

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  9. What is the best scanner to use with dentrix?? We have always used epson workforce DS 510 or 560.. we are looking to switch to a different brand.

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  10. You can use any scanner now with Dentrix, but my personal favorites are the Epson GT S50 and the Fujitsu Scan Snap.

    Hope this helps,
    Dayna

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