You can create and print a report of all notes entered for a patient in Dentrix.
To print a Patient Note Report
1. In the Family File, select a patient.
2. Click File, and then click Print Patient Notes.
The Patient Notes Report dialog box appears.
3. If desired, change the patient, provider, or billing type ranges to alter the number of people in the generated report.
4. Select the types of notes that you want to include in the report:
· Patient Alert Notes - Print notes entered in the Patient Alerts window for the selected patient. Type a date range for entered notes.
· Perio Exam Notes - Print all notes entered in the Diagnostics pane in the Perio Chart. Type a date range for entered notes.
· Appointment Notes - Print all notes attached to appointments scheduled in the entered date range.
· Patient Notes - Print all notes entered in the Patient Note field in the Family File.
· Health History - Print the patient's health history.
· Continuing Care Notes - Print the Motivational Note added in the Continuing Care Information screen.
· Insurance Claim Notes - Print all notes entered for insurance claims.
· Insurance Plan Notes - Print all notes attached to the patient’s insurance carrier.
· Payment Plan Notes - Print all notes attached to a Future Due Payment Plan set up for the patient.
· Guarantor Note - Print the guarantor note entered in the Ledger.
· Guarantor Statement Note - Print the Guarantor Statement Note entered in the Ledger.
· Lab Case Note - Print the note entered for the patient’s lab case.
5. Do one of the following:
· Click Print to print the report immediately.
· Click Send to batch to send the report to the Batch Processor for printing or viewing at a later time.