Editing clinical notes

You can edit any clinical note in a patient's record unless that note has been signed or attached to a claim that has been submitted.

Note: You can add an addendum to a signed (locked) clinical note.

To edit a clinical note

1. Do one of the following:

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under Clinical, click (or tap) Progress Notes.

        The patient's clinical record opens with the Progress Notes tab selected.

     On the Progress Notes tab of a patient's clinical record, the procedure history for the patient appears. Select a clinical note.

     

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under Clinical, click (or tap) Chart, Progress Notes, Quick Exam, Perio, or Tx Planner.

        The patient's clinical record opens with the Chart, Progress Notes, Quick Exam, Perio, or Tx Planner tab selected.

     On the Chart, Progress Notes, Quick Exam, Perio, or Tx Planner tab of a patient's clinical record, on the Clinical Notes menu, select a clinical note.

     

   The Clinical Note dialog box appears.

   

   Note: If Dentrix Ascend detects that there are unsaved changes to the clinical note due to you being logged out automatically before you could save the changes, the clinical note is populated with the unsaved changes, and a yellow warning message appears. To save the note, click (or tap) Save in the Clinical Note dialog box.

2. Edit and/or add to the note text, and change the other options as needed.

   Set up the following options:

   • Th - The teeth assigned to this note. Do one of the following if needed:

     • If no tooth numbers are assigned to the clinical note, to assign tooth numbers, click (or tap) the Assign teeth link, select the applicable teeth, and then click (or tap) X.

     • If tooth numbers are assigned to the clinical note, to modify the assigned tooth numbers, click (or tap) the link for those tooth numbers (such as 2-4). Select or deselect teeth, and then click (or tap) X.

     

   • Provider - The provider to associate with this note. Only providers who have access to the current location and who are flagged as charting providers are available. The exception to this is when a provider is associated with the clinical note and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.

   • Date - The date of the note. Click (or tap) the box to select a different date.

   • Additional Provider - A secondary provider (such as a hygienist) to associate with this note. Select a different provider or [None]. Only providers who have access to the current location and who are flagged as charting providers are available. The exception to this is when a provider is associated with the clinical note and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.

   • Note - The text of the note. Edit the note text, and/or insert notes from templates.

3. If the note is complete, and if you are the selected provider or have permission from the provider, you can sign the note. To sign the note, click (or tap) the Sign as [provider name] link, and then enter the selected provider's or, if you are the provider, your password in the Password box that appears.

   Note: The Sign as [provider name] link is available only if a digital signature for the selected provider has been set up.

4. Click (or tap) Save.