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2022 Catalog: All Courses

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DE0226: IHS Monthly EDR Series: Using Dentrix Features to Enhance Clinic and EDR Workflow [Recorded Webinar]

Date: 10/01/2021 - 9/30/2022
Course Status: Completed
Facility: Online
Location: Online
Instructor: Johnnie Phillips
Director: Joel Knutson
Level: Review
Audience: Dentists, Support Staff, Hygienists, Assistants
Quota: 1 - 250 students
Tuition: $0.00
Hours: 2.00 (Total CDE); 2.00 (DANB Non-Clinical); 2.00 (AGD - 550)
Joint Sponsorship: No
Lecture icon Question and Answer icon

Johnnie Phillips
Johnnie Phillips has been a Certified Trainer with Henry Schein for over 15 years, and has assisted hundreds of practices across the country. Her career spans over 19 years in the dental industry, working with reviewing data for conversions of software, training multiple versions of Dentrix software, and providing instruction for workshops, seminars, and webinars. Her focus on the paperless process, increasing productivity, efficiency and communication has been beneficial when working with Dentrix. Due to Johnnie’s commitment to excellence, she was awarded the IHS Trainer of the Year for 2018.
1.   Appointment Book and Scheduling Features
a.   Appointment Day Note
b.   Appointment Views
i.   Adding, editing, switching between views
ii.   Manually viewing available appointment times- day, week, month view
iii.   Other appointment [view]
c.   Schedule- Fixed, open, asap
d.   Filling appointment times from the ASAP list
e.   Appointment type [NP, ER, Walk-in]
f.   Schedule next
g.   Find
h.   History
2.   Patient Note Features and Tips
a.   Office Journal
i.   Staff/Provider/Patient/Family
b.   Progress notes
i.    as of a certain date
3.   Clinical Features and improving patient charting workflows
a.    Auto State Button
b.   HIPAA view for the patient chart

Learning Objectives:

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

1.   Increase efficiency with Appointment Book and Scheduling shortcuts
2.   Using Patient Notes features for patient and staff communication
3.   Using EDR Clinical workflows to improve charting efficiency

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


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.