Monday, November 7, 2016

Your Personal To-Do list

Did you know that not only does every patient have an office journal but every team member has an office journal? You might be wondering why that is relevant. Let’s take a little test. Can you answer YES to any of these questions?

  • Does your doctor’s desk have sticky notes all over it?
  • Does your desk have sticky notes all over it?
  • Are you looking for a better way to communicate with your team?
  • Do you work best off a list to To-Do’s?

If you answered yes to any of these, then I have a solution for you. Not only can you use the Office Journal for documenting administrative conversations with patients and keeping track of all your notes with patients, but you can also use it as your own personal To-Do list. And your entire team can have their own To-Do list in the Office Journal. You can send a note to one of your team members and it will show up on their Office Journal. Let’s run through a few examples.

Let’s say you are talking to a patient about scheduling his or her treatment and the patient says, “Can you call me after the New Year?” You can enter a Reminder Office Journal entry with a future date and it will show up on the patient’s Office Journal and your Office Journal.

You are trying to send claims for the day but you are missing the narrative for the crown on your first patient of the morning. You need to have the doctor review the X-ray and document it for the claim. That means that, instead of putting a “sticky note” on his desk, you can send him a note on his Office Journal.

A letter came in the mail today from your implant specialist that the implant is ready to restore for one of your patients. You need to let your dental assistant know to order parts and let your doctor know to treatment plan the next visit. You can send an Office Journal note on both of their journals with the specifics to the case and let them know they will find the letter from the specialist in the Document Center.

These examples happen in the dental office every day. How do you communicate with your team? How would life be if you could keep your communication inside of your practice management software? Try it and see.

Read other articles about how awesome the Office Journal is . . . 

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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