Wednesday, August 19, 2015

Are you an organizational freak?

I am an organization freak. If you walk into my closet, you will find my clothes arranged not only by style but also by color. Everything has a place. The same thing applies for organizing your patient’s chart. I go into offices that use color-coded forms in their paper chart or stickers to designate certain things.

When you are organizing your patient chart in Dentrix, you can organize certain things to make it work better for you and more efficient for your team. If you are using the clinical note templates, you will notice that there are about 17 categories listed. What I find in every office I work with is that they probably use about six of those categories. For example, a general dentist might have templates in Hygiene, Restorative, Fixed Prosthetics, Periodontics, and Endodontics, where as a pediatric dentist might only use Hygiene, Exams, and Restorative.

My point is that when you have 17 categories listed and you are only using four to six of them get rid of the ones you are not using. You have the flexibility here to combine, eliminate, and add your own categories. Make the list work for you.

First, go in and delete any clinical note templates you will never use then delete the category. For example, if you are a periodontist then delete the endo templates and the endo category. Next, rearrange the categories so that the most frequently used categories are on the top. Finally, create categories that are not listed but you would use in your office. I have worked with some offices where we have created categories for Products, TMJ, Sleep Apnea, etc. If your practice has multiple doctors, you can create categories specific for their templates. For example, Dr. John’s templates, Dr. Joe’s templates, Susie’s templates, etc.

Keeping things organized helps your team become more efficient and productive. Take advantage of all the customization that your Dentrix software has to offer and you will become a super-user.

Check out other blog posts on the topic of customization and efficiency in your patient chart:

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

No comments:

Post a Comment