Deleting procedure 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.

You can use procedure notes to add clarification to completed procedures. Procedure notes in the Ledger and the Patient Chart are directly linked and are generally used to note clinical information about a procedure rather than provide financial data. You can also edit or delete procedure notes. You can also add or edit procedure notes.

To delete a procedure note

1.   From the Maintenance menu in the Office Manager, point to Practice Setup > Custom Notes, and then click Procedure Notes Setup.

The Custom Procedure Notes Setup dialog box appears.

2.   Select the procedure note that you want to delete, and then click Delete.

The note is removed from the list; however, it is not removed from any procedure saved with the note already attached to it.