Customizing notes

You can set up a library of custom notes in Dentrix. These notes serve as templates that you can draw from. You can use the text of any note without changing it or customize it as needed, depending on the situation for which you are adding a note.

To learn more, click the following links:

Adding alert notes

Editing alert notes

Deleting alert notes

Adding billing statement notes

Editing billing statement notes

Deleting billing statement notes

Adding case note templates

Editing case note templates

Deleting case note templates

Adding insurance claim remarks

Editing insurance claim remarks

Deleting insurance claim remarks

Adding procedure notes

Editing procedure notes

Deleting procedure notes