Adding medical consultation notes

You can add medical consultation notes that are required for a patient.

Note: Accessing medical consultation notes requires the "Medical Consultation" security right.

To add a medical consultation note

With a patient selected in Family File, on the File menu, click Medical Consultation.

If applicable, do one of the following:

If the Password - Medical Consultation dialog box appears, user verification has been assigned to the "Medical Consultation" task. Do one of the following:

If your user account has been granted the "Medical Consultation" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Medical Consultation" security right, have a user with permission temporarily override this restriction so you can access a patient's medical consultation notes this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Medical Consultation" security right. To have a user with permission temporarily override this restriction so you can access a patient's medical consultation notes this one time, do the following:

On the message, click Yes.

In the Password - Medical Consultation dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

The Medical Consultation dialog box appears.

To add a note, click New.

The boxes become available.

Enter the following information:

Requested Date - The date that the medical consultation was requested. By default, the current date is entered, but you can change the date. In the box, enter the correct requested dateĀ (in a mm/dd/yyyy format).

Notes:

The patient can have only one note per requested date. If you change the Requested Date of the note to a date that already has a note, the note you are adding will be deleted when you click OK to save it.

Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.

Released Date - The date that the medical consultation was done. In the box, enter the correct released dateĀ (in a mm/dd/yyyy format).

Notes:

Until you enter a released date, you cannot open the patient's Ledger or Patient Chart record to post procedures, and you cannot schedule appointments for the patient in Appointment Book.

Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.

Medical Consultation Note - Notes regarding the medical consultation.

Note: To check the spelling of the note text, click the Check Spelling button (this button is available only if a certain preference setting is enabled).

Click OK.

A confirmation message appears.

Click Yes.