Tuesday, January 16, 2018

Creating a New Perio Exam Using Previous Measurements

When you open the Dentrix Perio module, the last saved exam for the selected patient is shown. Did you know that you can use this saved exam as a starting point for a new exam? That way, you only have to make changes to the measurements and other data that is different from the last visit and not have to enter all new measurements for each tooth from scratch. Talk about a time saver!

How To
  1. With a patient selected in the Perio module, select File > New Exam. Select the date and provider of the new exam and click OK.
  2. Enter only measurements and other data that have changed since the last exam.
  3. Click Save Exam and select All Entries.

Additional Information
  • When saving the exam, you have two options:
    • Select All Entries to save the exam with both the new measurements you changed today and the old measurements you didn't change. 
    • Select New Entries to only save the measurements you changed today. For example, if all the measurements were the same except for those on tooth 3, which you changed, selecting New Entries will have the exam with only tooth 3's measurements and all other teeth will be blank.

Tuesday, January 9, 2018

Sending Documents to the Document Center without Scanning

Did you know that there is a way to send a document to the Dentrix Document Center without having to physically scan it? For example, if you have received an email from a referring doctor with information about a patient, you don't have to print the email first and then scan it to the Document Center. 

If you have the option to print the document, you can electronically send a copy of it to the Document Center and bypass the printer!

How To 

  1. With the document visible on your screen, select Print as if you were going to print the document on paper.
  2. In the list where you can choose which printer to use, select the Send To Dentrix Document Center option.


  3. Click Print.
Nothing is actually printed on paper, but a copy of the document is sent to the Unfiled Documents folder in the Document Center. From Unfiled Documents you can modify the document information and attach it to sources. It's as simple as that to save nearly any digital file to the Document Center.

Tuesday, January 2, 2018

Preparing to Update your Fee Schedules

It's a new year! You may be considering a fee increase for this year, which means updating your fee schedules. Before you make edits to your fee schedules, it's important to make a copy of the current fees for future reference. Remember, once you edit the fee the old price is overwritten in Dentrix.

Today's tip contains two ways that you can save your fee schedule information.

1 - Export the Fee Schedule to a File
  1. From the Office Manager, select Maintenance > Reference > Fee Schedule Maintenance.
  2. Select the fee schedule(s) you want to export, and click Export.


  3. Select the destination folder and file name, and click Save. The exported file can be read in any spreadsheet application.

2 - Printing the Fee Schedule Report
  1. From the Office Manager, select the Reports > Reference > Fee Schedules.
  2. Select the range of procedures codes to include in the report.
  3. Select the option to either print the report for a single fee schedule, or to print a range of five fee schedules. 
  4. Use the Select Fee Schedule search button to select the fee schedule to print.
    Note: If you select to print a range of fee schedules, select the starting fee schedule,  and the report prints five consecutive fee schedules based on the number you selected. For example if you selected Fee Schedule 2, the report will include 2, 3, 4, 5, and 6.
  5. Click OK to send the report to the Batch Processor.
Additional Information


Tuesday, December 26, 2017

Our Most Popular Tip of 2017!

That's a wrap folks! 2017 is as good as over! In case you missed them, we've already posted the #5 , #4 ,  #3, and #2 most popular Dentrix Tip Tuesday posts of the year. 

Our most viewed tip this year was originally posted back in September, and it was all about how you can set a specific provider for a patient's continuing care appointments.

Read it here:


And speaking of 2018, it's time to start thinking about closing the year in Dentrix (Hint: it's as easy as closing the month)

To watch an overview video of the Month End/Year End process, click here if you are using Dentrix G6.4 or any previous version, or click here if you are using Dentrix G6.5 or higher.



Tuesday, December 19, 2017

Countdown to 2018: Our 2nd Most Popular Tip of the Year

As we wrap up 2017 and look forward to 2018, we’re reposting the five most popular tips from the last year--one per week until the end of the year. 

We've already posted the #5 , #4 , and #3 tips over the last few weeks. 


Our second most viewed tip this year was originally posted back in September, and it was all about how to copy the text of your procedure notes into your clinical notes. Whew! What a time saver!





Are you familiar with all the new features in Dentrix? Visit our New Features Overview to watch videos about selected new features in recent Dentrix updates.



Tuesday, December 12, 2017

Countdown to 2018: Our 3rd Most Popular Tip of the Year

As we wrap up 2017 and look forward to 2018, we’re reposting the five most popular tips from the last year--one per week until the end of the year. 

We started it off two weeks ago with #5 and posted #4 last week.


Our third most popular tip of the year, originally posted back in September, was all about how to email documents that are stored in the Document Center--perfect for patients who call in asking for a copy of their last billing statement or copies of oral images.





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Tuesday, December 5, 2017

Countdown to 2018: Our 4th Most Popular Tip of the Year

As we wrap up 2017 and look forward to 2018, we’re going to repost the five most popular tips over the last year--one per week until the end of the year. 

We started it off last week with #5 and are continuing this week with our 4th most viewed tip of the year.

This tip, originally posted back in January, is all about how to set up and use the Auto File Acquire feature in the Document Center (available in Dentrix G6 or higher) which allows you to designate a folder on your computer where you can save images and documents that will be automatically added to the Document Center. Talk about a time saver!





Did you know that you can get our weekly tips via email? It's super easy. Just enter an email address (it can be a personal email address or one for the practice) in the field on the top right,  here on the blog, and each tip posted here will be delivered to your email each week.