Dentrix Ideas

Allow staff to be able to make clinical notes under their own user ID

Our assistants do the impressions for our patients night guards, sports guard, whiting tray etc.  The DDS' only check the work. The assistants should be able to make a note in the clinical chart under their own user ID instead of the default DDS.  I am the office manager/receptionist and should have that function as well.  I make notes in the clinical chart when the patient is late/sick/no show, or if they have pertinent info for the clinical staff, however, I have to make my notes under the DDS as well.  Our hygienist would like the ability to just see my notes instead of having to go thru all of the DDS notes to just find mine.   

I have since made myself and the assistants providers so that we can make our own notes, however, now there are 2 of each of as staff and the other as a our reports have dummy providers, just so that we can make notes.  

If the staff could make clinical notes under their own ID, it would be so much better.  They are not billing, only making notes.

  • Guest
  • Sep 4 2019
  • Future consideration
  • Apr 3, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

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  • Fay commented
    1 Nov, 2021 06:13pm

    I agree that staff should be able to make their own notes. Legally we are required to note conversations with patients regarding appointments and finances. it should be allowed in clinical notes as this is the area is imperative for legal purposes and the area that is easiest printable when needed.