When you schedule “Going Paperless Training,” don’t allow the trainer to set the agenda. If you want to go paperless, you need to ask the trainer to teach the dentist and staff how to do the following tasks that you don’t know how to do, or aren’t sure about how to do:
* Set up CDT Codes with fees, etc.
* Create extra codes for things like crown delivery or suture removal.
* Create and set up progress notes.
* Enter everything on the digital chart that you used to enter on the paper chart. This includes: existing restorations, conditions such as decay or fracture, treatment to be done, perio conditions and all the rest.* Set up and create prescriptions.
* Set up and create lab slips.
* Scan papers and store them in the record.
* Import data from another application.
* Export data from the chart.
* Merge data from the chart to a document.
* Bridge to other data or applications, such as photos or radiographs.
In addition, as you progress through the process of going paperless, you’ll find that there will be other tasks that you don’t know how to do, or ones you can do but find the process of doing them awkward. Create a list of the items that are holding you back and have a follow-up training session a few weeks, or months, after the initial “Going paperless training.”