2018 Catalog: General Courses

Course Overview:
This course is part of the continuing EDR series and will focus on Discovering underutilized areas of the software, and improving efficiencies with Dentrix Enterprise.

Agenda:
1.   Creating custom letter templates
a.   Creating a template, and creating Letters for a filtered set of patients.
2.   Using the Dentrix Letter Merge Add-in for Microsoft Word
a.   With this add-in, you can easily pull patient information into the letter templates
3.   Using Quick Letters – School/Work Excuse, and much more!
a.   How to merge a single patient’s information
4.   Appointment Lists
a.   Unscheduled list
b.   ASAP List
5.   Late Appointment Tracking
a.   Will display on the appointment book
6.   Appointment Statistics report
a.   Easily track number of scheduled appointments, broken appointments, wait/will call, average appointment time, and more
7.   Quickly find available time
a.   Find new appointment time
b.   Search by provider/ops, or specific time blocks.
8.   Using the appointment book day note
9.   Continuing Care Lists
a.   Customizing the Views
b.   Using the temporary view
c.   Quick access to Journal/Documents from the list
10.   Quickly access Appointment and Continuing Care information for a patient or family using the More Info Button

To join:
1. Go to: https://ihs.adobeconnect.com/edrweb/
2. Click/select the ‘Enter as a Guest’ option; type your name in the ‘Name’ box; type “sunshine” in the ‘Room Passcode’ box; and click on “Enter Room”.

At the conclusion of this presentation, participants will be able to:
1.   Learn to Use Letter Merge and Quick Letters;
2.   Enhance your Appointment Book Scheduling Processes; and
3.   Describe Tips and Tricks useful for all Enterprise Users.

Pat Tandon — For follow-up questions, please contact the speaker at pattandon@henryschein.com.

It is the policy of the Indian Health Service, Division of Oral Health, that faculty/planners disclose any financial or other relationships with commercial companies whose products may be discussed in the educational activity. The Indian Health Service, Division of Oral Health, also requires that faculty disclose any unlabeled or investigative use of pharmaceutical products and medical devices. Images that have been falsified or manipulated to misrepresent treatment outcomes are prohibited.

None of the faculty/planners for this activity has a conflict of interest, and there is no use of unlabeled or investigative pharmaceutical products or medical devices. No images have been falsified or manipulated to misrepresent treatment outcomes.The educational objectives, content, and selection of educational methods and instructors are conducted independent of any commercial entity.

The IHS Division of Oral Health is an accredited sponsor of continuing education under the American Dental Association Continuing Education Recognition Program (CERP). ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the IHS at IHS CDE Coordinator or to the Commission for Continuing Education Provider Recognition at CCEPR.ada.org

Participants should be end users in the IHS Electronic Dental Record.

No tuition

Tuition must be paid in full 8 weeks prior to the start date of any course. Request for refunds must be received in writing at least two weeks before the course begins. For each refund request, there will be an administrative charge of $100. No refunds will be made to registrants who fail to attend a course. If IHS CDE program cancels a course, then 100% of the tuition will be refunded.