Tuesday, May 15, 2018

Why Aren't Insurance Claims Being Paid?

The Insurance Claim Aging Report shows you which of your insurance claims are outstanding. By default, the report answers the "who" (the insurance carriers and patients), the "what" (the estimated costs), and the "when" (service dates and aged balances) questions you have about the claim. And if you set it up right, the report can also answer the “why” through insurance claim status notes.

When you set up the report, check the option to print claim status notes on the report. When you do that, any information you entered as a status note on the claim will also print on the report so you can see details about why the claim is still outstanding.

How To

  1. From the Office Manager, select Reports > Ledger > Insurance Aging Report.
  2. Set the filters for the report as needed.
  3. Check the Print Status Notes box.


  4. Click OK to generate the report.
When the report prints, you will have a line item underneath the individual claim that lists the claim status notes.




Additional Tips
  • Selecting to print the status notes is only useful if you and your staff are consistently entering claim status notes as information is available.
  • For more information, read the Entering Insurance Claim Status Notes Tip Tuesday post.

Tuesday, May 8, 2018

Changing the View Start Date for Continuing Care Lists

Did you know you can easily change the date range you are viewing in the Continuing Care module without creating a new or temporary continuing care view?

For example, you know that October to December are generally slow times for hygiene appointments in your practice, and you want find the patients who are due for continuing care during that time so you can get them scheduled. You can generate that list using your default Next 3 Months view by changing the start date of the view to October.

So rather than seeing the next three months based on today's date (which would show patients due for continuing care in May-July), you will see patients due in the next three months starting in October.

Here's how:

  1. From the Continuing Care module, click Views > Next 3 Months. The list will load showing results based on the current date.
  2. Click File > Date Setup, and use the arrows to navigate to the desired start you want the view to start with, and click OK.

Additional Tips
  • Beneath the menu bar in the Continuing Care module, Dentrix displays the name of the loaded view on the right, and the date range on the left.
  • You can easily reset the view start date back to the current day by closing the Continuing Care module and reopening it.

Tuesday, May 1, 2018

Updating Patient Information While Scheduling an Appointment

While you are in the middle of scheduling a patient's next appointment, he tells you that he has a new address. Did you know that you don't have to close out of the Appointment Book (and lose the appointment information you've already entered) to edit his address information?

In the Appointment Information dialog box you already have open, click the Patient Info button to launch the Family File with the patient already selected. Edit the address information and then minimize the Family File window to continue scheduling their appointment in the Appointment Book.


Tuesday, April 24, 2018

Automatically Creating Secondary Insurance Claims



The process of creating an insurance claim is pretty straightforward in Dentrix. When you receive an insurance check and enter payments, if a patient has secondary insurance, a pop-up message asks you if you want to create a secondary claim. It can be easy to dismiss the pop-up thinking that you'll come back and create the secondary claim later, but then forget to do so. Why not automate the process of creating secondary insurance claims?

How To
  1. From the Ledger, click File > Insurance Payment Setup.


  2. In the Additional Options group box, check the Auto-Create Secondary Claim with Primary Payment option to enable Dentrix to automatically create a secondary claim (for patients with secondary insurance set up in the Family File).
  3. Check the Auto-receive Secondary Claim if No Pending Ins Estimate option to enable Dentrix to automatically post a zero payment and close out the secondary claim if the insurance estimate is $0.00.
  4. Click OK.


Tuesday, April 17, 2018

Scheduling Finance Charges to Post Automatically

It happened again. The sticky note on the side of your monitor reminding you to post finance charges to overdue accounts on the 15th of the month has failed you. Well, prepare to crumple up that sticky note. The Dentrix G6.6 Reports and Tasks Scheduler lets you schedule reports and tasks to run on a regular basis, so you can let Dentrix remember to post finance charges mid-month!

Follow these steps to schedule reports and tasks to run automatically.

How To

  1. In the Ledger, click Task Scheduler (Month End).
  2. Scroll to the bottom of the Scheduled Tasks pane, and in the New Queue section, click Create New Queue.
  3. Enter a Queue Name, and set the Recurrence intervals and clickOK to create the queue.
  4. Click and drag a task or report from the Available Tasks pane to the Add Task area of the new queue. A new window will open where you can customize the settings for specific task/report. Apply the settings and/or filters for the task and click OK.

  5. Add other tasks or reports to the queue as needed and then click Close to return to the Ledger.
Additional Tips
  • By default, there are some tasks already assigned to Daily, Monthly, and Yearly queues. To avoid performing tasks repeatedly by mistake, when making a new queue, make sure the task is only active in the queue you want. 
  • Once all tasks and reports have been added and customized to a queue, choose a processing time for the queue to run, by entering a time in the Begin processing at field (at the bottom of the dialog box). Also, make sure that the checkbox next to the field is checked—the queue will not run unless this box is checked.
  • For more information watch the Month End and Task Scheduler video.

Tuesday, April 10, 2018

Introducing Dentrix Magazine Online

Spring 2018 marks the debut of Dentrix Magazine online - a new mobile-friendly version you can read on your smartphone, tablet, or laptop!





This new online version offers the same Dentrix tips, product news, and management guidance you enjoy in the printed magazine that you can read whenever and wherever it’s most convenient for you. Plus, you and every member of your team can subscribe to Dentrix Magazine online for free and be notified by email when each new issue is posted.

The articles from the current issue of Dentrix Magazine are featured on the main page. There’s also an archive with more than a hundred articles from past issues available for you to search and read.




Are you the practice insurance coordinator looking for articles related to your job? No problem. Search for articles about insurance using keywords such as “claims,” “benefits,” or “coverage” and find the articles that are relevant to you. Or, if you are the office manager and you want to know more about clinical topics, search for keywords such as "perio" or "charting."

When you read an article that you find helpful or interesting, click the links at the bottom of the article and share it on social media.

Visit magazine.dentrix.com today to explore the current issue and browse the article archive. And don't forget to subscribe so you never miss out on new content!





Tuesday, April 3, 2018

Individualizing Continuing Care Intervals for Patients

Dentrix allows you to adjust the intervals between continuing care visits on a patient-by-patient basis. For example, your default prophy schedule is six months between visits, but you can customize that interval to be every four months for a patient with poor hygiene who you'd like to see more frequently. 

When you adjust continuing care intervals for individual patients, their due dates will reflect these new intervals, but the rest of your patients will still be assigned the default intervals.


How To

  1. With a patient selected in the Chart, click the Continuing Care button.
  2. Double-click the continuing care type you want to customize.
  3. Click the search button next to the Due Date field, change the interval to reflect the amount of time that should elapse between the patient's continuing care visits, and click OK.


  4. Click OK to return to the patient's continuing care list, and close it to return to the Chart.
Additional Tips
  • If you want the continuing care interval to extend an extra day to prevent insurance billing problems, in the Set Interval dialog box, check the +1 Day option.
  • When a continuing care interval is changed, the patient's due date is automatically updated to reflect the new interval period. You can also manually reset the due date by typing the date in the New Due Date field after you set the interval.
  • For additional information on how to customize continuing care intervals for patients, see the Spring Cleaning: 6 Ways to Clean up your Dentrix Database Dentrix Magazine article, (particularly item #6).