Learn this little-known tip to send electronic documents directly to the Dentrix Document Center.
If your office is transitioning from paper to paperless, do you find yourself scanning paper all the time? Does the paper keep piling up in the “to be scanned” box and sit there, waiting for someone with free time to take care of it? When I work with offices on their paper storage management, I am surprised by how many offices don’t know about the Send to Dentrix Document Center feature. This feature acts as a printer driver that is installed automatically with the Dentrix software and appears in your list of printers.
You select it just as if you were going to print to your office printer, but your document is instead saved electronically in the Dentrix Document Center.
Using the Send to Dentrix Document Center Feature
Let’s say you receive an email message from one of your referring dentists informing you that your patient has had the implant placed and it is ready for restoration. To save this message in the Dentrix Document Center, open the message in your preferred email application or in your web browser, and then from the File menu click Print to display the Print dialog box.
Select the Send to Dentrix Document Center option, and then click Print. (The location of the Print function may vary slightly from application to application and from browser to browser.)
Next, open the patient’s record in the Dentrix Document Center. From the Document Center’s Acquire menu, click Unfiled Documents. This opens a new window and displays the email message you just sent to the Document Center, along with any other unfiled documents.
Click the email message, drag it over to the Document Center window, and release your mouse button when the document is over the name of the patient (or desired patient folder) on the left side of the window. The Document Information dialog box appears, where you can then specify a document type, a brief description, and a note. When finished, click OK.
That’s all there is to it–no printing, no scanning, and no shredding! This technique works well with email messages, electronic EOBs, treatment plan estimates, and anything else you can print.
To learn more about the Dentrix Document Center, see the Document Center topics in Dentrix Help.
For other ideas about importing images into the Document Center, read Stop Scanned Documents from Filling Up Your Hard Drive.
By 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 www.novonee.com and contact Dayna at firstname.lastname@example.org.