The Dentrix Blog

Helping You Do More with Your Dentrix System

Updated 3/29/22

When you save a document in the Dentrix Document Center, you must assign it a document type as a way of categorizing it. By default, Dentrix comes with several different document types that you can use to categorize patient documents, but you can also create additional document types or modify existing ones to more closely align with how your office works.

You’ll want to quickly find these documents at a later time, so using a type that is descriptive of the documents assigned to it is essential.

To add a new document type:

  1. Open the Document Center from any Dentrix module and select Setup > Document Types.
  2. Enter a Description and choose a Default Claim Attachment Type, if needed.
  3. Click the Add icon.
  4. Click Close to return to the Document Center.

To edit an existing document type:

  1. From the Document Types Setup dialog box, select a current Description and click the Edit icon.
  2. As needed, edit the Description and/or Default Claim Attachment Type.
  3. To save the edit, click OK.
  4. Click Close to return to the Document Center.

To delete an existing document type:

  1. From the Document Types Setup dialog box, select a current Description.
  2. Click the Delete icon, and note the following:
    • If the document type is not assigned to any documents, the type is removed from the Description list.
    • If the type has been assigned to documents, the Delete Document Type dialog box appears and asks you to select another document type that should be used in place of the type being deleted. Select another type and click OK.
    • If the type you want to delete is assigned to a signed document, you cannot delete the type.
  3. Click Close to return to the Document Center.

You may find that the default document types are sufficient for the way your office stores information. Or you may need to add or modify document types to better organize documents in a way that make sense with how your office works. Either way, set up document types that help you to manage, and later find the documents stored in the Document Center.


For more information, see the various topicsĀ in Dentrix Help: