2026 Catalog: All Courses
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DE1149: IHS EDR Star Upgrade Training Series: Patient Records & Clinical Documentation [Live Webinar]
This course provides training on managing patient and clinical records in Dentrix Enterprise [DXE]. Participants will learn family file workflows including patient registration, updates, tribal and contact information, referral status, insurance details, and medical s. The course also covers clinical records management for all staff, focusing on chart notes, clinical notes, oral health status measures, and use of the signature manager.
Resources including release guides, user guides, and training videos support learning. Sessions incorporate Q&A, surveys, and feedback to improve delivery.
Course Agenda:
Family File Workflows
Family File Workflow Review
Registering/Updating Patient Information
Additional Patient Information [Tribal Info] & Contacts
Referral Status
Insurance Information
Medical Alerts Window
Clinical Records Management for All Clinic Staff
Chart Notes
Clinical Notes
Intro to Oral Health Status Measure
Signature Manager
1.List three [3] Tribal Information fields available in Dentrix Enterprise.
2. Identify two [2] ways OHSM entries can be automated.
3. List two [2] Clinical Note prompts and how to customize them to meet your clinic's needs.
Theresa Romero — For follow-up questions, please contact the speaker at theresa.romero@aol.com.
The speaker has no conflicts of interest to report.
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
None
Please Make Checks Payable to: Indian Health Service.
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.
