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Dentrix Voice Quick Start Guide

Important Note: This quick start guide is for Dentrix Voice, powered by Bola AI.

Click here if you need instructions for Dentrix Voice Notes, built in collaboration with Amazon Web Services (AWS).

Dentrix Voice is a voice-activated perio charting system that integrates with the Dentrix Perio Chart so you can document periodontal health in the Perio Chart without touching the keyboard.

Use these resources to get started with Dentrix Voice and the Dentrix Perio Chart.




Ordering Microphones

Before you begin installation or training, make sure you have an approved microphone on hand. Use the link below to browse and purchase from our list of approved microphones. Be sure to allow enough time for delivery.


Select Input Device in Windows

Once your microphone is connected, follow these steps to set it up in Windows:

  1. Open Settings from the Start menu.
  2. Navigate to System > Sound.
  3. Under Input, select your microphone from the list of available devices.

Make sure your microphone is set as the default input device. You can test it by speaking and watching the input volume bar respond. This confirms that Windows is receiving audio from the correct source.

Optimizing Voice Dictation for Accurate and Efficient Use

To ensure the best possible experience with voice dictation tools like Dentrix Voice and the Bola Voice Assistant, it's important to set up your environment and equipment thoughtfully. Here are some key recommendations:

Microphone Placement

Minimizing Background Noise

Other Tips

Dentrix Voice is powered by the Bola AI Voice Assistant.

To install it:

  1. Click the Download Bola Voice Assistant button.
  2. Once the download is complete, open your Downloads folder.
  3. Right-click the installation file and select Run as administrator.
  4. Follow the on-screen prompts to complete the installation.

After installation, you'll be prompted to enter your license key. This key will be sent to you in a seperate email, near the time you received your welcome email. Just copy it and paste it into the Bola Voice Assistant window to activate your software.



Tip: After installation, consider pinning the Bola Voice Assistant icon so it is easy for your clinicians to access.

To pin it to the taskbar:

  1. Click the Start menu and search for "Bola Voice Assistant."
  2. Right-click the app in the search results.
  3. Select Pin to Taskbar.

To create a desktop shortcut:

  1. Click the Start menu and search for "Bola Voice Assistant."
  2. Right-click the app and choose Open File Location.
  3. In the File Explorer window, right-click the Bola shortcut and select Send to > Desktop (create shortcut).

Selecting the Script within Dentrix

Select the correct script within the Dentrix Perio Chart.

Select any patient and open the Patient Chart. Then open the Perio Chart (Patient Chart > Options > Perio).

Using the Script menu, select the Bola Migration Path.


To access the Bola AI training system,

From the Bola Voice Assistant main menu, click Options. Then select Training System.

If another team member has completed the training, you can reset them using the link at the bottom of the menu.

The Bola Voice Assistant also includes a Demo App to interactively train with. To access these, choose Options, then Getting Started, and under the category Training Simulator choose the “Bola Demo App” button.



Dentrix Voice is designed to be easy and intuitive to use.

Watch this video for an example of how to get started.





Dentrix Voice can be used to dictate notes, including clinical notes.

Watch this video to learn how to dictate clinical notes using Dentrix Voice. (Duration 1:33)



Opening the Dentrix Perio Chart

The Dentrix Perio Chart is an easy-to-use chairside periodontal tool where you can record your patients' perio measurements. However, you can only open the Perio Chart from within a patient's Patient Chart.

Watch this video to learn how to open the Perio Chart. (Duration 0:26)

Additional Information

  • For your convivence, you can view exam data numerically in the Perio Chart's Data Chart and simultaneously view a graphic representation of the same data in the patient's Graphic Chart.
  • You can generate a list of patients who have saved perio exams from Office Manager > Reports > Lists > Perio Exam List.
  • To learn more about opening the perio chart, read Opening the Perio Chart in Dentrix Help.

Entering Perio Measurements

Using the Dentrix Perio Chart, you can record many perio measurements, such as probing depths, gingival margins, clinical attachment levels, mucogingival junctions, bleeding and suppuration points, etc. The Perio Chart also includes automatic calculation formulas, which expedites the charting process by eliminating the need to measure multiple indicators.

Watch this video to learn how to enter perio measurements. (Duration 2:46)

Additional Information


Perio Exam Information

The Perio Chart features a specially designed note tool to help you record diagnostic and summary information, including periodontal case typing using the American Academy of Periodontology (AAP) classifications. With this tool you can create templates and record notes to supplement your periodontal exams.

Watch this video to learn how to enter perio exam information. (Duration 1:39)

Additional Information

Managing Perio Exams

After you've entered perio exams, Dentrix offers several options to help you manage these exams. These include opening existing exams; saving, editing, and deleting exams; changing exam dates and providers; and, printing exams and reports.

Watch this video to learn how to manage perio exams. (Duration 2:25)

Additional Information

  • Once you delete an exam, you cannot recover its information except by restoring a database backup.
  • If you edit an exam and save it, you cannot retrieve the previous revision's information.
  • You cannot delete, edit, or change a perio exam's date or provider if the exam has been moved into history with the "Move Perio Exams to History" function in the Dentrix Task Scheduler.
  • To learn more about managing perio exams, read the topics under The Data Entry Section Overview and the topics in Managing Perio Exams in Dentrix Help.

Customizing Perio Navigation Scripts

We all have individual tastes and preferences, which might include how you conduct perio exams. Dentrix gives you the flexibility to create customized perio navigation scripts to match how you record data during perio exams — from tooth to tooth.

Watch this video to learn more customize perio navigation scripts. (Duration 3:35)

Additional Information

  • While you cannot edit or delete scripts that come preloaded with Dentrix, you can create custom scripts tailored to your charting methods, which you can also edit and delete. You can also copy and export these scripts to a file to import them to another workstation.
  • Customized scripts can be named for the specific provider who created them or any name that works best for your practice and/or providers. For example, you can create a script that only measures the probing depths and gingival margins and name it “PD & GM”.
  • When you select a script on that workstation, the workstation will remember that script until it is changed on the same workstation.
  • The term “left” and “right” refer to the distal and mesial surfaces, respectively, from the provider's perspective.
  • You can list tooth numbers separately when creating a script. If you do, separate the tooth numbers with commas. If you enter a range of tooth numbers, use a hyphen to separate the ranges.
  • You can also create custom scripts that do NOT perform automatic calculations. While editing the script, change the Automatic Calculation menu to No Calculation.
  • To learn more about Perio navigation scripts, review the topics under Perio Navigation Scripts Overview in Dentrix Help.

Read the help files for step-by-step instructions.

Help File Index: Pero Chart Overview
Need additional help? Contact the Dentrix Support Team for assistance With Dentrix Voice.

Additional Resources

Read the help files for step-by-step instructions.

Help File Index: Perio Chart Overview
Video Playlist: Dentrix Voice Training Videos

Videos on this YouTube playlist include topics such as getting started, charting pocket depth, bleeding and recession, fixing errors and navigation and charting suppuration, mobility and furcation.

Need additional help? Contact the Dentrix Support Team for assistance with Dentrix Voice.


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