Change Default Provider for Clinical Note Signatures in Dentrix

draft · practice-management dentrixclinical-notes

Generated by docuprocessor (prompt article/v3) · 2026-04-22 13:49

Source thread

thread_id: spaces/AAAA05BdS6s/threads/o2f7dl3TNVE · 4 msgs · first 2024-12-04 · participants: Tech ATech BTech C

Tech A 2024-12-04 22:32

Hey guys, QQ - do you know how to change the default provider under sign clinical notes? - They want instead of always showing DDS1 to show HYG5 on this workstation, any ideas how to change that?

image/png image.png

The screen shows a dental practice management software interface with two overlapping dialog boxes. The first is a **"Select Provider"** window listing providers (IDs: DDS1, HYG3, HYG5, HYG8, HYG9, HYGK, HYG5) with DDS1 "Shrotny... D.D.S." selected as Primary. The second is a **"Sign Clinical Note"** dialog displaying the name **"Adya A. Shrotriya, D.D.S."**, date **12/4/2024**, and a warning message: *"WARNING: Adding a signature to Clinical Note will prohibit any editing of the Clinical Note."*

Tech B 2024-12-04 22:35

I might be wrong, but I think Dentrix defaults that, to the default provider that the patient has assigned, within the family file. if you go to that pt family file, it probably has DDS1 as default provider, not sure if that behavior can be changed.

Tech C 2024-12-04 22:35

Setting a default provider to sign clinical notes You can select a default provider to sign clinical notes. To set a default provider to sign clinical notes 1. In the Patient Chart, click Setup, and then click Clinical Notes Default. The Clinical Note Defaults dialog box appears. 2. Select the provider, who by default, you want to sign clinical notes, and then click OK.

Tech A 2024-12-04 22:40

That was the one! Thank you

---
title: "Change Default Provider for Clinical Note Signatures in Dentrix"
category: practice-management
tags: ["dentrix", "clinical-notes"]
source_thread_id: "spaces/AAAA05BdS6s/threads/o2f7dl3TNVE"
source_space: "spaces/AAAA05BdS6s"
generated_at: "2026-04-22T13:49:35"
participants: ["Tech A", "Tech B", "Tech C"]
---

# Change Default Provider for Clinical Note Signatures in Dentrix

## Problem
A workstation was defaulting to the wrong provider (DDS1) when signing clinical notes, but the office wanted it to default to a different provider (HYG5) instead. The Clinical Note signature dialog was consistently showing the unwanted provider as the default selection.

## Resolution
1. In the Patient Chart, click **Setup**
2. Click **Clinical Notes Default**
3. In the Clinical Note Defaults dialog box, select the desired provider who should sign clinical notes by default
4. Click **OK**

This setting controls the workstation-level default provider for clinical note signatures, independent of the patient's assigned default provider in their family file.

## References
- Source discussion: `spaces/AAAA05BdS6s/threads/o2f7dl3TNVE`
- Attachments: - ![image.png](../attachments/o2f7dl3TNVE.o2f7dl3TNVE/image.png) — The screen shows a dental practice management software interface with two overlapping dialog boxes. The first is a **"Select Provider"** window listing providers (IDs: DDS1, HYG3, HYG5, HYG8, HYG9, HYGK, HYG5) with DDS1 "Shrotny... D.D.S." selected as Primary. The second is a **"Sign Clinical Note"** dialog displaying the name **"Adya A. Shrotriya, D.D.S."**, date **12/4/2024**, and a warning message: *"WARNING: Adding a signature to Clinical Note will prohibit any editing of the Clinical Note."*

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