Skip to site content

2022 Catalog: General Courses

To view other courses in this category, use the “Previous” and “Next” buttons. To select this course and request approval, please login. Need more help reading this page?

DE0590: IHS Monthly EDR Series: Prepare EDR for the All-Digital Future: Dec 31, 2022 - NARA Deadline, PART 2 [Live Webinar]

Date: 11/17/2021 - 11/17/2021
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 Video icon

This course provides an in-depth look at the ways in which Dentrix Enterprise features may be used to record documentation in an electronic format since compliance with the NARA Deadline is coming up on 12/31/2022.

Course description:
Johnnie Phillips continues the presentation of the ways in which Dentrix Enterprise digital features may be used to record documentation in an electronic format to eliminate paper copy documents in dental clinic workflows.

Presenter: Johnnie Phillips
Johnnie Phillips has been a Certified Trainer with Henry Schein for over 17 years and has assisted hundreds of practices across the country. Her career spans over 21 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.   Understand how to avoid the top 3 most common mistakes made by a dental team when transitioning from paper to electronic workflows:
a.   Slow and/or inadequate equipment
b.   Misfiled and misrepresented electronic documents
c.   Outcomes resulting in a return to “old ways”

2.   Review of the paper to electronic workflow Change Management within the dental team.
a.   Understand ADKAR as a technique to provide a smoother transition from paper to electronic workflows.
b.   Review strategies to better understand and communicate changes to the dental team.

3.   Identify Dentrix Enterprise tools and features that support the conversion of paper-driven process to electronic workflows.
a.   Patient Records Management needs and electronic administrative notes. Understand the variety of note fields and reportable patient tags in Dentrix Enterprise.
i.   Dentrix Enterprise Patient Lists & Reports
ii.   Dentrix Enterprise documentation/note fields
b.   Clinical Records Management needs and supporting documentation workflows. Understand the clinical workflows that promote efficiency for the clinical team.
i.   Top five [5] ways to access patient clinical records with the greatest efficiency.
ii.   Electronic document storage and workflows to support edits to documents.

Learning Objectives:

Following the presentation, the attendee will be able to:
1.   Identify two [2] ways to improve communication of workflow changes to the dental team.
2.   List two [2] use cases supported by Dentrix Enterprise Patient Lists.
3.   Understand three [3] tools to improve the clinician’s electronic workflow 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



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.