Say Goodbye to Sticky Notes

Besides documenting phone contacts with your patients, you can use the Office Journal to set reminders and use them to create a basic to-do list.

If you have been following my blog at thedentrixofficemanager.blogspot.com for a while, you know how much I use the Office Journal for documenting phone conversations with patients about continuing care follow-up, unscheduled treatment management, and collection calls. Now I want to show you how to take the Office Journal to a whole new level.

How many of you have a desk covered with sticky notes or a big desk calendar with all of your reminders to follow up with patients? What if I could help you eliminate all those pesky pieces of paper by showing you how to use the Office Journal to organize your daily tasks?

You likely already know that the Dentrix database tracks each patient’s appointments, billing statements, letters, payments, journal entries, privacy requests, and so on. But, did you know that Dentrix also tracks the journal entries of each provider and staff member in your system? If you haven’t already done so, create a provider or staff ID for yourself. From the Office Manager, click Maintenance, point to Practice Setup, and then click Practice Resource Setup.

From the dialog box, click New and create a provider or staff ID.

From the Office Manager toolbar, click Office Journal. The Office Journal opens and the Select Provider/Staff dialog box appears.

Select your ID from the list. Dentrix opens your Office Journal. If you have been using the Office Journal to document your phone conversations, you will see several blue telephone icons in chronological order next to each patient’s name; otherwise, the journal will be blank.

Besides documenting phone contacts with your patients, you can use the Office Journal to set reminders and use them to create a basic to-do list. To set a reminder, from the View menu, click By Patient. From the Select Patient dialog box, select the patient you want to set a reminder for. From the Edit menu, click Add. From the Add Journal Entry dialog box, select Reminder from the Type list.

Click the Prov/Staff search button and select your ID from the Select Provider/Staff dialog box. Type a description of the reminder and a note, and then click OK. From the View menu, click By Provider/Staff, select your I D from the Select Provider/Staff dialog box, and click O K. T he reminder appears in the Office Journal.

I have one other feature to show you that makes it even easier for you to enjoy the benefits of the Office Journal. From the Maintenance menu in the Office Manager, point to Practice Setup, and then click Preferences. From the General Options tab, select Automatically Launch Office Journal under Startup Options.

Now, every time you open Dentrix, the Office Journal will open with your to-do list. Say goodbye to chaos and hello to organization.


Learn More

To learn more about using the Office Journal, see the Office Journal topics in the Dentrix Help.

For more tips designed for Dentrix Office Managers, subscribe to the Dentrix Office Manager blog at thedentrixofficemanager.blogspot.com.


By Dayna Johnson, Certified Dentrix Trainer

Dayna Johnson, founder and principal consultant of Rae Dental Management, helps dental offices improve patient care, increase collections and reduce staff headaches by implementing efficient management systems. With 18 years experience in the business and technical side of dental offices, Dayna’s passion for efficient systems is grounded in both personal understanding and professional expertise. Contact Dayna at dayna@raedentalmanagement.com or visit her website at www.raedentalmanagement.com.

Originally published in Dentrix Magazine, Summer 2012