Setting up automatic chart numbering

You can set up Dentrix to automatically generate chart numbers for your patients. By using this feature, you can eliminate duplicate chart numbers and speed data entry for new patients. Automatic chart numbers are six characters and can be numeric or alphanumeric.

To set up automatic chart numbering for patients

1.   From the Maintenance menu in the Office Manager, point to Practice Setup, and then click Auto Chart Number Setup.

The Auto Chart Number Setup dialog box appears.

2.   Select the chart numbering option that you prefer:

·        Numeric - Select to assign six-digit chart numbers to all new patients automatically.

·        Alpha/Numeric - Select to assign six-character chart numbers using the initial two letters of the patient's last name and a unique four-digit ID to all new patients automatically. For example, John Smith might be assigned the chart number SM0001.

·        None - Select if you do not want to have chart numbers generated automatically. You will have to enter a chart number manually for all new patients in the Family File.

3.   To save your settings, click OK.