Wednesday, February 21, 2018

Never lose your original treatment plan estimates

I remember when I was working in a practice and, at the time, we were still primarily using paper charts. However, we were dabbling in going paperless. Our protocol with treatment planning was to print out two copies of the treatment plan estimate — one for the patient and one for the chart. This worked well because we always seemed to write notes on the treatment plan estimate so it was nice to be able to look back on that print out in the chart to see what we had talked about with the patient.

Then, one day, a patient asked me for a copy of his original treatment plan at the completion of his dental work because he had lost his copy. I am not sure what happened to our protocol, but I could not find our original copy. There was nothing in the paper chart and I was stuck. Once all the treatment is completed, you can never retrieve that original estimate and be able to re-create it for the patient record. This was a good learning lesson for me and something I pass on to clients every day.

Now, I always print one copy of the treatment plan estimate for the patient and print one to the Document Center for safe keeping. This way, I know that it will always be available to look back on and print it again if the patient requests it. I also found out that there is a note box on the digital copy within the Document Center where I can make notes about the financial arrangement or any other special notes that I want to remember.

This is one of the most brilliant features of Dentrix is the ability to do a “virtual print” with any kind of document to the Document Center without having to scan. This saves time and storage on your server drive. This feature is simple to use and I can send you a tip sheet as a reference guide if you would like. Just email me directly at and I will send it to you.

When you are printing a document or a treatment plan estimate, select the printer called “Print to Dentrix Document Center” and your document will then be stored in the Unfiled Documents folder on the Document Center. Now you can attach that document directly into the patient’s Document Center for safe keeping.

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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