The High Performing Dental Team

#124 Dentrix Database Cleanup Part 3 - Health History


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In this episode, Dayna Johnson discusses how to clean up duplicate medications, medical conditions, and allergies in the health history module of Dentrix. She explains that the only way to delete a medication or medical condition is if it is not attached to a patient, otherwise, it needs to be inactivated. Dayna also highlights the common causes of duplicate entries, such as syncing data from Dentrix questionnaires and not properly checking for existing entries. She emphasizes the importance of training the team to prevent these issues and suggests dedicating time to regularly clean up the lists.
Takeaways:
➡️To clean up duplicate medications, medical conditions, and allergies in Dentrix, inactivate the entries that are attached to patients but remove them from the active list.
➡️The health history module in Dentrix does not allow for replacements, so if you want to change a medical condition, you need to manually remove the old one and add the new one.
➡️The most common cause of duplicate entries is syncing data from Dentrix questionnaires without proper training, resulting in misspelled or duplicate entries.
➡️To prevent duplicate entries, train your team on how to properly sync data from Dentrix questionnaires and encourage them to check for existing entries before adding new ones.
➡️Regularly dedicate time to clean up the health history module to ensure accurate and up-to-date data.
Chapters:
00:00 Introduction and Overview
00:57 Cleaning Up Duplicate Medications
03:45 Inactivating Medications and Patient Reported Medications
06:14 Cleaning Up Duplicate Medical Conditions
08:26 The Impact of Dentrix Questionnaires
10:51 Preventing Duplicate Entries
12:42 Conclusion and Next Steps
Book a call with Dayna today: https://calendly.com/dayna-johnson/discovery-call
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The High Performing Dental TeamBy Dayna Johnson

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