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2023 Catalog: General Courses

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DE0764: IHS Monthly EDR Series: Dentrix Enterprise Reports: What appointment data can we track and why would we want to? [Live Webinar]

Date: 2/15/2023 - 2/15/2023
Course Status: Completed
Facility: Online
Location: Online
Instructor: Johnnie Phillips
Director: Joel Knutson
Level: Basic
Audience: Support Staff, Dentists, Assistants, Hygienists
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

Our featured EDR Certified Trainer presents three [3] essential scheduling reports in Dentrix Enterprise. From this course, you will learn how to navigate the report tools in Dentrix Enterprise and why you should generate appointment reports for unscheduled and pending dental care services.

•   DXE Reports: Understanding the Data
o   Using a sample report, we will walk through the steps to recreate a daily report every IHS clinic can use to track appointment scheduling needs
o   How the incorporate the Dentrix Enterprise appointment scheduling reports and tools into your daily clinic workflows

•   DXE Reports: Guidance to the Right Reports
o   Top DXE Scheduling Reports: which reports are best for our clinic?
o   Reports references, guides and other learning resources
o   Essential Maintenance for DXE Scheduling Reports: how can we keep our reports accurate and current?

•   Dentrix Enterprise [DXE] Reports: Navigation & Essential Access Review
o   How do I access the DXOne reports? Brief review of DXOne Reports Navigation to find the reports presented in this webinar
o   How do I give clinic team members access to the DXE Reports? Understanding the steps to assign security to DXOne reports

Learning Objectives:

Upon completion of this course, participants will be able to:
1.   Identify two [2] DXOne reports for unscheduled appointments.
2.   List two [2] ways to utilize Patient Tags for scheduling decision support.
3.   Identify three [3] reports available in the new Dentrix Enterprise Scheduling Assistant.

Speaker / Presenter:

Johnnie Phillips — 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



Tuition Payment Information:

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.