Monday, February 11, 2013

Read your clinical notes like you use to

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. From my experience, most doctors and hygienists want to be able to review their patients’ charts for the day and be able to quickly see what was charged and read the clinical notes together on one screen (similar to what they could see in the old paper charts). Today, let me share a view in the Dentrix chart that does just this.

If you open the Patient Chart and click on the Progress Notes default chart view, you will be able to view a larger screen of the patient’s clinical notes.
Then, on the Progress Notes tab, make sure you have the Completed button selected. With the Clinical Notes and Expand Notes selected, it will combine the completed procedures with the clinical notes so you can see all of the information in one place.
This is a very efficient way to look back in history and review the clinical notes before the patient comes in (especially if you have been computerized for many years). This is also a great way for the doctor to quickly make sure the correct procedures were billed out and the clinical note is accurate.


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. Hello, is there a shortcut to get to clinical notes from schedule view/page without going into pt chart first? Eagle soft has this feature which allows you to have the appt selected and open straight to clinical notes. Thx

    1. You can click the patient appointment to make it active, then click on the patient chart icon. In the patient chart you can setup a default view that will show the clinical notes out in front.