Consistency is key with Dentrix notes and documentation
Aug 22, 2025
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The High Performing Dental Team · #84 Consistency is Key with Dentrix Notes and Documentation
Consistency is key if you and your team are going to create better non-verbal communication systems. If you are having breakdowns in communication and you are constantly looking for information in your Dentrix software, this episode is for you.
CLICK HERE to download Dayna’s tip sheet she talked about during the podcast. This action plan will give you an added resource to create more consistent notes.
More free resources CLICK HERE
In this episode of The High-Performing Dental Team, Dayna Johnson emphasizes the importance of consistency in non-verbal communication within dental practices, particularly through proper documentation in Dentrix.
She discusses the appropriate places to store different types of notes—such as personal notes in the patient note section, financial details in the guarantor note, and insurance specifics in the insurance note box.
She also highlights the significance of organizing the Document Center using specific folders (document types) instead of dumping everything into a general "miscellaneous" folder.
By creating a standardized system for note-taking and digital file organization, dental teams can improve internal communication, reduce errors, and provide a smoother experience for patients.
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