Family File

Watch these videos to learn how to perform basic tasks in the Family File, including creating patient records and assigning information like billing types, continuing care, and health history to a patient.

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  Family File Overview (Duration 3:17)

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  Creating a New Patient Record (Duration 4:08)

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  Assigning Primary Insurance to a Patient (Duration 0:47)

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  Assigning Secondary Insurance to a Patient (Duration 0:47)

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  Assigning Items to a Patient's Health History (Duration 2:16)

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  Assigning Continuing Care to a Patient (Duration 1:05)

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  Assigning a Billing Type to an Account (Duration 0:37)

Now Take the Patient Information Essentials Course

Dentrix Mastery Tracks™ courses help you master essential Dentrix knowledge and skills. Take the Patient Information Essentials course to learn more about the Family File and other patient record management tasks in Dentrix.

Learn more about Mastery Tracks courses or start a course now!