Thursday, July 2, 2015

With all the details to remember we sometimes forget things . . .

It’s the little things that make a huge difference in the daily lives of the dental team. There are so many details to remember in order to make sure your patients are well taken care of. One of those details you don’t want to forget is giving patients post-op instructions after their surgery or complicated dental procedure. When you are managing a busy schedule, making sure the instruments get into the sterilizer, and turning your room over for the next patient, sometimes things can get missed. How can you systematize your post-op instructions? Let me show you. J

You can add a doctor’s recommendation note to print out on the patient walkout statement or set up a separate post-op letter to print out in addition to your patient walkout statement. This can be set up to print automatically on the patient’s receipt, depending on what procedure code has been posted complete.

To set this up, go to the Office Manager > Maintenance > Practice Setup > Procedure code setup. Select the code you want to attach the post-op instructions to and click Edit. In my example, I have selected the D3310 Root Canal Therapy. In the lower left of the code edit window, there is a button Edit Note. Click on this. In the lower window where it says Recommendation Note, type your post-op instructions (or copy and paste from another document), then check “Print Note on Walkout.” Repeat this process for all your surgical and complicated procedures.

If your office wants a full letter to be printed out with the patient’s receipt, you can set up a letter to attach to the walkout statement and it will print as a separate piece of paper. You will notice directly under the Print Note on Walkout there is a Recommendation Documents >>. If you click on the >>, it will open up the same document folder you would use for your Quick Letters or Letter Merge.

The final step is to default this not to print on your walkout statements from the ledger. From the Ledger, click on the Print tab at the top of the toolbar, click on Walkout, then make sure there is a check mark in the Print Doctor’s Recommendations and check Set as Default. Now you have systematized your post-op instructions for every procedure code to automatically print as part of the patient’s receipt instead of sifting through folders of pre-printed forms.

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


  1. how do you print a full separate page of post op with the walk out? Dentrix has been trying to figure this out for almost 6 hours now.

    1. All the instructions are in my blog above. You link a Microsoft Word document to the procedure code. If you need one-on-one help let me know and we can setup an online training session.