Resuming clinical notes in progress

From the practice dashboard, you can view and resume clinical notes that were started but that are still in progress. A clinical note is considered to be in progress if a clinical note with you as the provider was started from a template with quick-picks, and the progress was saved before all the prompts were responded to.

To resume clinical notes

1. On the Home menu, under Location, click (or tap) Overview.

   The location's Overview page (dashboard) opens.

2. Click (or tap) the In Progress column of the Clinical Note Tasks box. This column displays how many clinical notes were started today and during the previous 30 days that are still in progress. A clinical note is considered to be in progress if a clinical note with you as the provider was started from a template with quick-picks, and the progress was saved before all the prompts were responded to.

   

   The Clinical Note Tasks page opens with the In Progress tab selected.

   

3. By default, the Date Range is set to display patients with incomplete notes for the last 30 days, but you can change the date range to filter the list as needed. Select Today, Yesterday, Last 7 Days, Last 30 Days, Last 180 Days, This Month (since the first day of the current month), or Custom Range (specify the Start Date and End Date, and then click, or tap, Done).

4. Select a patient.

   On the right, the options for resuming the corresponding clinical note appear. Under Note in progress for [Patient Name], the procedures posted for the selected patient on the corresponding date appear for your reference. Also, any existing text that was entered for the note appears for your reference.

   

   Note: To open the Chart page of the patient's clinical record in a new browser tab, click (or tap) the Go to Chart link in the upper-right corner. On the Chart page, you can review the patient's clinical information and enter or sign clinical notes. Then, you can close the new tab or select the original tab to return to the Clinical Note Tasks page.

5. To resume responding to prompts, starting from the one that was being displayed when the progress was saved, click (or tap) Resume Note.

   The Clinical Note dialog box appears and displays the applicable prompt.

   

6. Finish responding to the prompts, and then click (or tap) Done.

7. In the Clinical Note dialog box, do any of the following as needed: modify the assigned tooth numbers (Th), change the Provider; change the Date; select, or change the Additional Provider; and edit the Note text, and/or insert additional notes from Templates.

   

8. 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. However, if the note needs to be finished later, or if the provider has to review the note, the note can be signed later.

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

9. Click (or tap) Save.

10. Repeat steps 3-8 as needed to resume and sign other clinical notes.

Note: You can also resume entering a clinical note from the following areas of Dentrix Ascend:

• The Clinical Notes menu. The note that is in progress is indicated by "[In Progress]."

  

• The Progress Notes tab. The note that is in progress is indicated by a red dot on the note symbol.