If you have been following my blog for a while, you know how much I use the Office Journal for documenting phone conversations with patients about Continuing Care follow up, Unscheduled Treatment management, and Collection calls. Now I want to take the Office Journal to a whole new level.
How many of you have a desk covered with sticky notes or a big desk calendar with all your reminders to follow up with patients? What if I could help eliminate all those pesky pieces of paper and show you a way to use the Office Journal to help organize your daily life at your practice?
By now, you all know that every patient in your Dentrix software has his or her own Office Journal that keeps track of things like appointments, billing statements, letters, payments, all your journal entries, etc. But did you know that every provider in your system also has its own Office Journal? Yes, indeed. If you haven’t already, create a staff ID for yourself in the Practice Resource Setup located on the Office Manager, then, from the Office Manager, open the Office Journal. From here, it will ask you to select your provider ID from the list and it will open your unique Office Journal. If you have been using the Office Journal already for documenting your phone conversations and attaching your provider ID to the entry, you will see all those little blue telephones light up in chronological order with the patient name. Pretty cool, huh? But wait … there is more! When you are making a journal entry on a patient’s account, you can also set Reminders that will show up with red exclamation points. These reminders set on the patient’s Office Journal will also show on your Office Journal if you have attached your provider ID. Now you basically have created a to-do list within your Dentrix practice management software.
But wait, I am going to show you one more super cool feature that will make it even easier for you to enjoy the benefits of the Office Journal. If you go to the Office Manager > Maintenance > Practice Setup > Preferences, you will find under the General Options on the left side, “Automatically Launch Office Journal.” If you put a check box here, every time you open Dentrix, the Office Journal will launch with your to-do list.
Goodbye chaos, Hello organization!