Editing case note templates

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.

In the Treatment Planner, case notes document any non-clinical items related to a patient's treatment plan. For example, you may want to create a case note template that documents why a patient wants to delay a procedure, such as veneers, until he or she has saved enough to pay for the procedure. You can also add or delete case note templates.

To edit a case note template

1.   In the Office Manager, click Maintenance, point to Practice Setup > Custom Notes, and then click Case Note Template Setup.

The Case Note Template Setup dialog box appears.

2.   Select the template that you want to edit from the list, and then change the template's name and/or text.

3.   To make changes to the case note text, do one or more of the following:

·        To cut, copy, or paste the case note text, click the Cut, Copy, or Paste buttons.

·        To insert a date in the case note, click the Insert Date Line button.

·        To perform a spell check of the case note text, click the Check Spelling button.

·        To change the size of the case note text, click the Display Font Size button, and then select one of the following options: X-Large, Large, Medium, Small (default).

4.   To save your changes, click Save Template .