Dentrix Enterprise
Help

Viewing more patient information

The More Information window provides you with access to an entire overview of patient information, such as basic demographics, future appointments, treatment plans, medical information, treatment requests, and aged balances. You can add a picture to a patient's profile. You can customize the patient information view to suit your preferences. Also, you can quickly switch between viewing information for a patient and that patient's family members.

To view more patient information

1.   Do one of the following:

·        In the Treatment Planner, with the correct patient selected, from the File menu, click More Information.

·        In the Patient Chart, Ledger, or Family File, with the correct patient selected, from the File menu, click More Information.

·        In the Appointment Book, with the correct patient's appointment selected, from the File menu, click More Information.

·        In the Document Center, with the correct patient selected, click the More Information button on the Patient Information toolbar.

·        In the Office Manager, from the File menu, click More Information. When the Select Patient dialog box appears, select a patient.

Note: There is also a More Information button on the Patient Information toolbar in the Treatment Planner, and on the toolbar of the Patient Chart, Ledger, Family File, Appointment Book, and Office Manager.

The More Information window appears.

2.   Use or view any of the following options and features as needed:

·        Toolbar - The toolbar provides the following buttons:

To make sure that you have the most current information (in case information was updated or added since you opened the window), click the Refresh button.






To access the Patient Chart, Family File, Ledger, Appointment Book, Office Journal, or Document Center, click the corresponding button. When a patient-specific module (not the Appointment Book) opens, the patient will be selected automatically.

Also, if you have an appointment selected on the Appointments tab or under Next Appointments on the Summary tab, and then you click the Patient Chart button, the provider attached to that appointment will be selected automatically as the provider for the charting session.

To manage the patient's medical alerts, click the Medical Alerts/Problems button.

To create a patient alert for the patient, click the Patient Alerts button.

To start a medical history review for the patient, click the Medical History Review button.

To select a different patient in the More Information window, click the Select Patient button.

To select which tabs you want to include on or exclude from the window, and to select which buttons you want to include on or exclude from the toolbar of the window, click the Settings button.

·        Demographics - The following information from the patient's Family File appears for your reference: name, age, birth date, gender, Social Security number, marital status, address, chart number, clinic, primary provider, patient status, billing type, home phone number, mobile phone number, work phone number, email address, language preference, and ethnicity.

·        To open the Patient Information dialog box (without having to open the Family File first) to edit the patient's information, click the patient's name (which is a link).

·        Patient picture:

·        To add a picture, click the box, click the Import from File button  to select an image file (such as a .jpg file), use the available tools to make any necessary modifications to the picture, click the Save button , click Yes to confirm the changes, and then close the dialog box.

·        To edit the picture, click the picture in the box, use the available tools to make any necessary modifications to the picture, click the Save button , click Yes to confirm the changes, and then close the dialog box.

·        To remove the picture, click the picture in the box, click the Delete Image button , click Yes to confirm the deletion, and then close the dialog box.

·        Summary tab - This tab displays the following: the dental insurance plans that are attached to the patient (if there are multiple, click a circled number icon to view the name of the corresponding carrier), the medical insurance plans that are attached to the patient (if there are multiple, click a circled number icon to view the name of the corresponding carrier), the patient tags that are attached to the patient, the patient's future appointments, the continuing care types attached to the patient, the patient's outstanding claims, the aged balances and suspended credits for the patient and family, the estimated insurance portion and patient portion of completed procedures for the patient and family, and the estimated insurance portion for the selected appointments in the Next Appointments list.

·        To view or edit the patient's dental or medical insurance information, click the corresponding carrier link.

·        To edit the patient tags that are attached to the patient, click the Tags link.

·        To schedule an appointment for the patient, click the New Appointment button .

·        To open the Appointment Book and view one of the patient's upcoming appointments, select that appointment in the Next Appointments list, and then click the Locate Appointment button .

·        Appointments tab - This tab displays the patient's past appointments (unless the Hide Past Appointments check box is selected), future appointments, and appointments on the Unscheduled List (unless the Hide Unscheduled Appointments check box is selected).

·        To schedule an appointment for the patient, click the New Appointment button .

·        To open the Appointment Book and view one of the patient's appointments, select that appointment in the list, and then click the Locate Appointment button .

·        To open the Appointment Book, click the Appointments button .

·        Procedures tab - This tab displays the completed, treatment-planned, existing, and/or existing-other procedures for the patient, according to which check boxes are selected.

·        To open the patient's Chart, click the Patient Chart button .

·        To open the patient's Ledger, click the Ledger button .

·        Medical Alerts tab - This tab displays the patient's problems, medications, allergies, and smoking status. The date of the last time medical alerts were marked as having been reviewed appears. You mark medical alerts as having been reviewed by selecting the second or third option under Medical Alert Review in the Medical History Review dialog box. Any health concerns entered also appear.

·        To manage the patient's medical alerts, click the Medical Alerts/Problems button .

·        To manage the patient's health concerns, click the Most Recent Health Concerns link.

·        Treatment Plans tab - This tab displays all the patient's treatment-planned procedures. Or, you can click the name of a treatment plan to view only the treatment-planned procedures that are part of that case. You can also choose to show completed and/or rejected procedures by selecting the corresponding check boxes.

·        To open the patient's Treatment Planner, click the Treatment Planner button .

·        Health Assessments tab - This tab displays the health assessments that were entered for the patient.

·        To manage the patient's health assessments, click the Patient Health Assessment button .

·        Treatment Requests tab - This tab displays the treatment requests that were entered for the patient. For information about managing a patient's treatment requests and linked appointments, see the topic about managing treatment requests from the More Information window.

·        Billing tab - This tab displays a history of billing statements that have been printed or sent electronically for a patient, and you can view any of the statements as needed. Dentrix Enterprise saves single billing statements that are printed from the Ledger or that are sent to the batch processor from the Ledger and then printed from the Office Manager. Dentrix Enterprise saves billing statements that are generated as a batch from the Office Manager and then printed or sent electronically.

·        To view a statement, double-click the corresponding statement history entry. To copy the text of the statement being viewed to the Windows Clipboard (in a tab-delimited format), select the text, and then, while pressing the Ctrl key, press C.

·        To sort the statement history list, click the desired column header.

·        To copy the history list to the Windows Clipboard (in an Excel-friendly format), select all the history entries, and then, while pressing the Ctrl key, press C.

·        To delete a billing statement, select the desired entry, and then click the Delete button .

Notes:

·        To select multiple, drag over the desired entries; select a desired entry, and then select the others while pressing the Ctrl key; or select the first entry of desired range, and then select the last entry of the desired range while pressing the Shift key.

·        You can delete a billing statement only if your user account is allowed to do so (according to a security right). However, if you are not allowed to delete it, Dentrix Enterprise asks for a user who does have rights to delete statements to enter his or her credentials. If you are attempting to delete multiple statements, the overriding user must enter his or her credentials for each statement being deleted.

·        Patient Forms - This tab displays the patient's processed and unprocessed patient forms.

·        Family list - To view patient information for any of the current patient's family members, select that family member from the list. You can expand and collapse the Family list as needed.