Adding a reminder by patient

Using the Office Journal, you can add reminders according to patients.

To add a reminder by patient

1.   Select a patient from any Dentrix module other than the Office Manager.

2.   In any Dentrix module, click File, point to Switch To, and then click Office Journal.

Note: To open the Office Journal from the Continuing Care List, ASAP List, or Unscheduled List menus, click Office Journal.

The Office Journal window appears.

 

3.   In the Office Journal, click Edit, and then click Add.

The Add Journal Entry dialog box appears.

4.   Select a reminder type from the list.

5.   Click the Prov/Staff search button and select the provider or staff member you want to assign to this entry.

Note: When you are using passwords, Prov/Staff defaults to the user who is logged on and cannot be changed.

6.   Do one or more of the following:

·        Description - Type a short description of up to 80 characters for the journal entry.

·        Note - Type a longer description of the journal entry of up to 4,000 characters. Click the Spell Check button to check the spelling.

·        Date - Type the date that you want the reminder to display.

·        Time - Type the time that you want the reminder to display. Add AM or PM, as appropriate, to the time you specify.

7.   To save the reminder and return to the Office Journal, click OK.