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2023 Catalog: All Courses

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DE0512: IHS Monthly EDR Series: 7 Features in Dentrix Enterprise to Improve Patient Communications [recorded webinar]

Date: 10/01/2022 - 9/30/2023
Course Status: Completed
Facility: Online
Location: Online
Instructor: Cindy Abreu
Director: Joel Knutson
Level: Basic
Audience: Support Staff, Hygienists, Assistants, Dentists
Quota: 1 - 250 students
Tuition: $0.00
Hours: 1.00 (Total CDE); 1.00 (DANB Non-Clinical); 1.00 (AGD - 550)
Joint Sponsorship: No
Lecture icon Question and Answer icon

All dental clinics process important daily communications and encounters with patients. This session will present key concepts and tools for effective communication with dental patients through enhanced use of 7 Dentrix Enterprise features: More Information, Office Journal, Quick Letters, Scheduling Assistant, Treatment Request Manager, Treatment Planner and Consent Forms.

1.   Purposeful communication with dental patients is a key element to any dental practice’s success. What does it mean to communicate with a purpose?
•   Five major purposes for communication, include: to inform, to express feelings, to imagine, to influence, and to meet social expectations
•   We can apply several of these concepts to our daily dental encounters to help effectively communicate with a purpose.
•   Communicating with a purpose involves several key elements, including: [1] Have a plan; [2] Consider your audience; [3] Be clear; [4] Make it real; [5] Create impact; [6] Keep it frequent.

2.   Scheduling lists through customizable filters allow for frequent and real-time communication efforts.
•   Scheduling Assistant – incorporate the Scheduling Assistant into your regular workflow to identify patients who may need appointments
i.   Review common scheduling lists and filter options
ii.   Highlight other workflow tools that link with the Scheduling Assistant
iii.   Quick review of version 8.0.5 scheduling lists
iv.   Treatment Request Manager – incorporate the Treatment Request Manager to manage list of patients that require an appointment but have not scheduled
v.   Learn how to add, edit and complete a Treatment Request

3.   Documentation tools provide opportunity for better understanding of the “audience”, the status of your communication, and past encounters with your patients.
•   Office Journal – automated and manual communication entries give quick reference and “at-a-glance” history of patient contacts
i.   Overview of automated entries
ii.   Review of filters, use and manual entry process
•   More Information – centralized patient information dashboard
i.   Define areas of “quick access” to patient information
ii.   Incorporate the information available to identify next steps and/or scheduling needs

4.   Patient-facing tools help to elevate the clarity and impact of your communication.
•   Treatment Planner – allows for customizable treatment plan presentation
i.   Use of procedure information and patient-friendly descriptions to easily communicate treatment needs
•   Consent Forms – clear communication of treatment needs, risks and consent within a paper-free workflow process
i.   Present active development project for consent forms?
•   Quick Letters
•   OHS Metric

Learning Objectives:

Upon completion of this webinar, participants will be able to:

1.   Define purposeful communication and how it is used within the dental clinic.
2.   Identify 3 lists found in the Scheduling Assistant.
3.   List 2 patient-facing Dentrix Enterprise features that elevate communication with patients.

Speaker / Presenter:

Cindy Abreu — For follow-up questions, please contact the speaker at

Disclosure Policy:

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 ADA CERP Recognized Provider

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


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

Tuition Payment Information:

Please Make Checks Payable to: Indian Health Service.

Tuition Policy:

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.