Assistant/Doctor Note Taking Process

Protocol for Assistants to start Procedure Notes:

·      Assistant will start and complete the autonote for composite and ortho notes

o   As assistant works with their doctor, they may get permission to start notes on additional procedures (Ex: Endo, Extraction, Same Day Crown, Limited Exams, Crown seat, Implant impression,  Implant seat, Temporary crown cement, etc)

·      Assistant will fill out route slip with their Doctor and then will complete the autonote for the procedures they completed BEFORE walking their pt to the front desk.

·      Procedure for the autonote

o   Highlight the procedures completed

o   Right click and select “Group Note”

o   Click “Autonote” on the top right

o   Select the procedure completed in the left hand column (Ex: Composite Fill or Invisalign Deliver/Check)

o   Click through the autonote prompts, selecting the appropriate answers for the procedure, type when necessary

§  If the option is not there that you want to select, click “Preview” at the bottom and it will let you type. 

§  Click “Remove prompt” if it is not applicable to the procedure you completed

o   If another procedure was completed in the same appointment, click “Autonote” again in the top right and then select the next procedure that was completed in the left hand column and answer the prompts for that procedure.

o   When completed – turn the dot to Doc Review (orange) and walk your patient to front desk to check out.

*Each assistant will train with their specific doctor for the notes that they will be expected to complete.