Thursday, June 30, 2016

Must Reads for Doctor, Assistant, Hygienist and Admin team

I was at the Henry Schein Center in Seattle today working with the new DTS (Digital Technology Sales), Tyler Call.  He wanted to learn more about Dentrix so he could present a more effective demo to prospective Dentrix clients. 
My first question to Tyler was “Who is your target audience? Which team
members attend your Dentrix demo?”  I remember when I demoed Dentrix back in 2003 I was the only participant in the process and my doctor just wrote the check. 

It was important for me to know who attends the sales call because each team member is going to have a different set of priorities. Just like all of you who read this blog, you all have a different set of priorities.  So I thought for the holiday weekend I would put together a priority list for the doctor, hygienist, dental assistant and admin team.  Here are the top three posts in each category.

Doctor’s must reads . . .
  1. Super Efficient with Templates - For all the Dentrix users, I want to give you some help when it comes to building templates, which can be a huge time-saver in your office. Here are some of my favorite template tips.
  2. How to Read Your Clinical Notes - With more offices every day transitioning from paper charts to electronic charting, we need to find the most efficient ways to not only document in the clinical record and view the information without having to click all over the place.
  3. Top Five Reports Every Doctor Should ReadI received an e-mail from a doctor the other day who had a situation that needed attention. Her clinical team had started posting procedures in the patient chart and had accidentally posted a root canal as “complete” rather than “existing.”

Dental Assistant must reads . . .
  1. What is the Status of the Lab Case?  Do any of these lab-related scenarios ever happen in your office?
  2. How to Chart a Supernumerary Tooth - Our patients walk in with some unusual situations, but one of the more common situations I see is an extra tooth or Supernumerary Tooth. 
  3. Health History Update, being prepared for anything - If your patient had a medical emergency and your team had to call 911, how long would it take you to pull up his or her most current medical history? 

Dental Hygienists must reads . . .
  1. Oops, the wrong tooth was removed from the chart - Have you had a patient in your chair for his or her 6-month checkup and, while you are perio charting, you notice that the wrong tooth is missing. 
  2. Hygienists, you are one of the primary educators in the practice - We all know that research shows the systemic links between oral health and the rest of the body, especially the relationship between periodontal disease, cardiovascular disease, diabetes and respiratory disease.
  3. Where do I Make Notes - Do you ever find yourself searching endlessly for the patient’s most recent list of medications? What if the doctor wants to know if the patient has any allergies before the anesthetic is administered?

Admin team must reads . . .
  1. Can you write me an excuse note for school?
  2. Get Creative with your ASAP List - I was working with an office recently and they have a program specifically for patients who do not pre-appoint. These patients are mostly retired and have very flexible schedules. 
  3. Are you a Stickler for Accurate Numbers - How often does a patient call and ask, “What is my balance?” If it is a single patient ledger, the answer is relatively simple. But what if a mother of five calls and asks for each of her kid’s balances? 

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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