You can attach multiple notes to a patient's record. The notes that were created or last modified on the same date are grouped together. Also, you can set up a note to appear as a notification (as a pop-up in the lower-right corner) when you access certain areas of Dentrix Ascend.
To add a patient note
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
Note: By default, notes are sorted chronologically in ascending order (oldest first). If you change the sort order, that sort order will persist for your user account until you change it.
The Patient Information page opens with the Patient Notes tab selected.
On the Notes tab of a patient's Patient Information page, click (or tap) Add Note.
The Add Notes dialog box appears.
By default, the Date of the note is today's date, but you can change it if necessary.
Note: To insert the current date where the text cursor is located, click (or tap) Insert Date.
To make the note into a notification that will appear when someone accesses specified areas of Dentrix Ascend, under Notification Pages, do one of the following:
To add the notification to all available areas, select the Add all pages check box.
To add the notification to only certain areas, select the desired check boxes. To select all pages within a category (General, Insurance, Financial, Clinical, or Schedule), select the check box of the desired category. To select an individual page within a category, expand the category, and then select the check box of the desired page.
Note: To remove the notification from all pages in a category, clear the check box of the category. To remove the notification from an individual page within a category, expand the category, and then clear the check box of the page.
Click (or tap) Save.
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