Notes, Notes, and More Notes

A breakdown of different areas in Dentrix for recording information.

Updated 6/30/20

As an office, you all should be on the same page as to where notes go in your software program. Nothing is more frustrating than searching all over to find a single note. Making sure that everyone in the office is aware of where notes should be entered will help make your office run more effectively and efficiently.

Here is a brief breakdown of the different note areas. Click on each heading to view additional information:

Treatment Notes

Information and details pertaining to a patient’s visit, including charting treatment, treatment plans, health history, and referrals. Click here to learn more about treatment notes.

Patient Information Notes

Personal notes about the patient (for example, hobbies or birthdays), or notes attached to documents stored under a patient’s name. Click here to learn more about patient information notes.

Insurance Notes

Anything note dealing with insurance or claims. Documenting information in these notes will help with follow-up on claims for anyone who is working on the Insurance Aging Report. Click here to learn more about insurance notes.

Financial Notes

Notes about payments, additional charges, and/or adjustments that were made on a patient account, and to document terms and agreements made about an overdue balance. Click here to learn more about financial notes.

Appointment Notes

These note should be used for information relevant for specific appointments. These notes will not automatically go into the next appointment scheduled for that patient. Click here to learn more about financial notes.

Office Journal Notes

Any contact made with the patient should be entered into the Office Journal, and there are many entries that go into the Office Journal automatically. When you add your own journal entry, it allows you to put in your ID and will date/time stamp it. This is accessible from any module within Dentrix. Click here to learn more about office journal notes.

Documentation is so important. Making sure we are all “documenting” in the same place will help everyone know where to put the right information, and where to find it. Consistency is key here. Have a discussion in your team meeting about where you should put your notes.


Learn More

If you found these ideas helpful, learn more about the Dentrix Profitability Coaching Program, where one of our highly skilled and experienced profitability coaches teaches you and your team these and many other great concepts, strategies and ideas. To find out more about Dentrix Profitability Coaching, CLICK HERE.


By Irma Loftis, Henry Schein One Practice Consultant