Tuesday, June 30, 2015

Determine Production Totals with the Practice Analysis - Production Summary Report

The Production Summary Report is a useful report that can be customized to show the number of times you have performed certain procedures, and the total amounts billed for those procedures.  This report also shows a each procedure's contribution to the production totals on a percentage basis. The higher this percentage, the more money the procedure is bringing into the office. That's good information to have! You can decide whether this report will be most beneficial to be run monthly, quarterly, yearly, or at some other interval.

To generate the Production Summary Report:
  1. From the Office Manager, select Reports > Management > Practice Analysis Reports. The Practice Analysis Reports dialog box appears.

  2. In the Select Provider group box, select the provider(s) to include in the report or check All to include all providers.
  3. In the Select Billing Type group box, select the billing type(s) to include in the report or check All to include all billing types.
  4. In the Date Range group box, set the From and To dates to include in the report, and select whether you want to limit the report to the Entry Date or Procedure Date of the procedures.
  5. In the Select Summary Reports group box, check Production Summary and select one or more of the following options:
    • By Procedure Code Category
    • Including Cross Coding
    • By Procedure Code Range
      • Click the search buttons in the From and To fields to set a range of procedures to include
  6. Click Print to print the report or click Batch to send the report to the Batch Processor.
The report does not include patient information or details about the completed procedures, but is limited to viewing production totals by provider, procedure category, and billing type for a given date range. 

View the video below for more information on how to set filters to get the information you need.

Tuesday, June 23, 2015

Viewing the Date/Time an Appointment was Created

The Dentrix G6 Appointment Book now displays the date and time an appointment was created as part of the appointment history. You can view the appointment creation information in the Appointment Information dialog box, the appointment history, and in the hover window. 

  1. Double-click any appointment to open the Appointment Information dialog box. The date the appointment was created and the last time the appointment was changed are listed in the top right corner of this dialog box.

  2. In the Appointment Information dialog box, click the History button to open the Appointment Information History dialog box. The date the appointment was created is listed above the Appointment Information group box. 

  3. Note: The first item listed in the Modified Date box does not reflect when the appointment was created. It reflects the first time the appointment was modified. The Created field shows when the appointment was created.

  4. Hover over an appointment in the Appointment Book until the hover window appears. The date the appointment was created is listed in the top right corner of the window.

For additional information about new features in Dentrix G6, please visit www.dentrix.com/products/dentrix/whats-new.

Tuesday, June 16, 2015

Customizing Ledger Colors in Dentrix G6

The Dentrix G6 Ledger has alternating shaded rows to make it easier to read individual line items. You can customize the color of that alternate row shading.

To customize the Ledger colors:

  1. From the Ledger, click File > Ledger Colors Setup. The Ledger Colors Setup dialog box appears.

  2. In the Text Colors group box, click on a color to customize the color of the text of the different items in the Ledger.
  3. Click the color next to Treatment Plan Background Color to customize the color of the Ledger background when you are in the Treatment Plan view.
  4. Click the color next to Ledger Background Color to customize the color of the new alternate row shading in the Ledger. (The white rows will remain white; you are changing to color of the alternate rows.)

  5. Click OK to save your changes.
Bonus Tip: Click the Restore Defaults button to restore the color settings to they system default.

For additional information about new features in Dentrix G6, please visit www.dentrix.com/products/dentrix/whats-new.

Tuesday, June 9, 2015

Accessing Patient Information from the Select Patient Dialog Box

You can use the Select Patient dialog box for more than just selecting patients! It's a powerful search tool that lets you search by lots of different criteria, and the Appointments tab gives you a list of all the patients scheduled for today.

But did you know that you can right-click a patient's name for even more options? When you right-click a patient's name, it opens a menu where you can either open the More Info dialog box for that patient, or you can select the name of a family member and open the module for that family member. This feature is especially helpful when you have two patients with the same name and you need to see which is which. 

Tuesday, June 2, 2015

Save Time in the Batch Processor

Did you know that you can preview any report in the Batch Processor by double-clicking it? This feature, available in Dentrix G5.2 or later, saves you from having to first select the report and then click the Preview button.  It's a small thing that can save you many cursor movements over the course of a day!

Bonus Tip: Set your favorite preview options as the default. For additional information, see the Setting Default Options for Office Manager Print Preview tip from earlier this year.

Tuesday, May 26, 2015

Referring Procedures to Other Providers

At times you may have a treatment case that you want to refer to another provider or specialist. You can easily refer patients to other providers in Dentrix.

To maintain a comprehensive record of your clinical interactions with patients, procedures that you intend to refer to another provider should still be entered into that patient's treatment plan. However, since the work won't be completed in your office, and you don't want those procedures to count against your production numbers, you must create a referral case which allows you to maintain an accurate case history, but not affect your production numbers.

To enter a treatment plan and create a referral:
  1. In the Treatment Planner, create a treatment case that includes all the procedures that you will refer to another provider. 
  2. Select that case and click the Update Status button, and select Referred from the drop-down list of options. The Update Current Case Status dialog box appears.

  3. Make changes to the date or enter any comments as necessary.

  4. Click the Referred search button. The Select Referred To dialog box appears.

  5. Select the provider to whom you are referring the case and click OK to return to the Update Current Case Status dialog box.
  6. Click OK to return to the Treatment Planner.
When the case is set to Referred, Dentrix makes a number of automatic changes to the treatment plan. First, the procedures are edited and a Related Referral is added. Additionally, the fee amount is changed to $0, indicating that there is no projected production attached to this case. Finally, a "R>"  appears in the Progress Notes in the R column, indicating the procedures were referred out.

Bonus Tip: Procedures that have been referred do not show in the Treatment Plan View of the Ledger or in the Tx list for the Appointment Reasons when scheduling appointments.

Tuesday, May 19, 2015

Adding Contacts to eDex

eDex is an electronic contact manager and directory available in Dentrix G6. You can use eDex to manage and quickly search lists of patients (active, inactive, or archived), employers, insurance carriers, labs, non-patients, providers, staff, referrals, and any other contact you may want to remember.

You can add contacts to eDex and organize them by category. You can create custom categories to organize your contacts to best fit the needs of your office.

By default, eDex automatically includes all patients, employers, insurance carriers, providers/staff, and Referred To providers that have been entered into Dentrix. You can add the labs and pharmacies you work with, or the IT specialists, suppliers, and janitorial services your office uses to eDex, making it a comprehensive list of people and businesses you want to have contact information for.

To add a new contact:
  1. From the File menu of any Dentrix module, click eDex. The eDex window opens.

  2. From the eDex toolbar, click the New Contact button (indicated in the above image). The Add New Contact dialog box appears.

  3. Click the Category drop-down list and select a category for the contact.
  4. Enter the appropriate information in the Contact Information group box fields.
  5. Click Save to save the contact.
For more information about how to use eDex, watch the video below:

To learn about other new features in Dentrix G6, visit www.dentrix.com/g6.