Tuesday, May 21, 2019

Comparing Fee Schedules for Treatment Cases

When you present treatment to a patient, one of the inevitable questions is going to be about the cost of the procedure(s). Patients want to know what your office fee for the procedure is, the estimated insurance coverage, estimated portion they are expected to pay, etc.

When you print a treatment case, you have the option to compare your standard fee for procedures to a selected fee schedule. By comparing these fees, you give the patient the information they want to make their decision about the treatment.

For example, if you have a patient without insurance, you could compare your office fee with a fee schedule you’ve set up to give a discount for patients who pay at time of service.

To compare two fees on a printed treatment case:
  1. With a patient selected in the Treatment Planner, select the treatment plan case you want to print, and click Print > Print Treatment Case.

  2. Set the Print, Insurance, and Patient Privacy options to include on the report.
  3. In the Case Procedure Options group box, select the Compare to Fee Schedule checkbox and use the search arrow to select which fee schedule to compare.
  4. Check Print Preview to preview the report before printing, and click OK.
When you preview the report, you can see the following information:


A. Standard fee for the procedure
B. Selected fee schedule fee for the procedure

For additional information, read the article titled, Give Patients the Info They Need to Say Yes in the Dentrix Magazine online archive, or the following previous Tip Tuesday posts: Understanding How the Fee Schedule is Used in Dentrix and Preparing to Update your Fee Schedules


Tuesday, May 14, 2019

Pop-Up Medical Alerts - New in Dentrix G7.1

Some medical information is too important to overlook. That’s why Dentrix G7.1 allows you to display a pop-up Health History Alert when you select a patient that has certain health history conditions.

When you attach a medical condition or allergy to a patient, look for the Display Pop-up Alert for this Patient option.

With this option activated, when you select this patient in other areas of Dentrix, a large Health History Alerts window will show you all of the medical alerts and conditions for the patient that have been designated as pop-up alerts.


Because we are so excited about this new feature, here are two more bonus tips:

Bonus Tip #1: Choose Where to Display Alerts

You can select which Dentrix modules these pop-up alerts are displayed in. For example, you might want to see them when you open the Chart, but maybe not when opening Continuing Care. In Health History, click the Setup button in the top right corner, click the General Settings tab, and highlight which areas you’d like the pop-up alert visible.


Bonus Tip #2: Make Pop-Ups a default for Certain Conditions

Also in Health History Setup, you can edit medical conditions and allergies to indicate whether the pop-up alert option is selected by default when added to an individual patient’s Health History.
Click the Medical Conditions (or Allergies) tab, highlight an item in the list, and click Edit. Check the box for Display as Pop-up Alert, and click OK.


Additional Information


Tuesday, May 7, 2019

Deductibles, Benefits, and the Treatment Case Report

Do your Treatment Case Reports fail to address common insurance questions from your patients? For instance, it's the end of the year and you have a patient who wants to know what it would cost to have her treatment done now, with this year’s insurance payments factored in, as opposed to what it would cost next year after her benefits renew.

With a simple change in the report's setup, you can create two versions of the report: one that factors in deductibles and maximums paid, and one that doesn’t. So you can easily show patients what their benefits will cover this year, and what will be covered next year.

To create a report that factors in a patient's current deductible and/or benefits paid, in the Treatment Planner, select a treatment case, click the Print button, and select Print Treatment Case.

In the Insurance group box, check the Use Dental Plan Maximums and Deductibles box. Set other report options as desired and click OK.


Then, print a second version of the report with the Use Dental Plan Maximums and Deductibles option unchecked. You can then present both reports to the patient and use them to compare what the treatment would cost this  year and what it would cost next year, helping your patients decide which option works best for them.

For example, Adrian Farmer has dental insurance with a $50 annual deductible and a yearly maximum individual benefit of $2,500. Unfortunately, because of major dental work at the first of the year, she has maxed out her insurance coverage. It's now November, and her wisdom teeth are bothering her. She's wondering what it would cost to have them removed before the year ends; or, if she should wait until next year when her insurance benefits renew.

You create a treatment plan to remove her wisdom teeth, and you generate two Treatment Case Reports, to show Adrian the difference in price.

This first report incorporates the Use Dental Plan Maximums and Deductibles option. Because her insurance is maxed out, this report shows that her insurance won't pay for the treatment, and she would have to pay the total cost.



This second report has turned off the Use Dental Plan Maximums and Deductibles option, so the report ignores the maximum benefit limit and deductibles owed. This allows you to show her the coverage breakdown for the procedures and gives her a ballpark estimate of what the insurance will likely pay, next year.



One simple change in how you set up the Treatment Plan Report can give Adrian the information she needs to make an informed decision.


For more information about using his helpful option:


Tuesday, April 30, 2019

How to Quickly Create Perio Exam Notes


Not only can Dentrix help you record perio probing measurements, but it can also help you document the patient's periodontal condition. The Exam Information panel gives you a quick and easy template for creating perio exam notes.


In Perio Notes, click on each note and select a value from each drop-down menu.


Select a Periodontal Case Type, Patient Status, Perio Status, and add Miscellaneous Notes as needed.

After filling in these values, you can easily turn these answers into a clinical note. Click Copy to Clipboard.

Open the Clinical Notes panel (If you don't see it at the bottom of the Perio window, click the View menu and select Clinical Notes Panel). 

Create a new note, and select the Paste button.


The perio exam information is added as a clinical note and can be seen from the Patient Chart as well.

For additional information, read any of the following help topics:


Tuesday, April 23, 2019

Share A Great Idea

We have all had those moments when you think “Dentrix would be so much easier to use if...”
The developers and programmers at Dentrix want to hear those great ideas! Your input can truly help make Dentrix even better.

When inspiration strikes, click the Help menu and choose Enhancement Request. It doesn’t matter where in Dentrix you are working– every Dentrix Help menu will have this option. (If you are away from the office, you can access the website directly at http://myvoice.dentrix.com/.)

You’ll be whisked away to the Dentrix My Voice website, where you can search to see if others have the same idea. If someone has already submitted the idea, add your vote or add comments to promote the concept.


If you don't see your idea there already, add it!


Here area few examples of recent user-requested-turned-into-new-features:

The Dentrix development team is excited to learn what you want to see happen next!

Tuesday, April 16, 2019

Add Patient-Reported Medications to Health History

One of the new features in Dentrix G7.1 is the ability to record and track your patient’s medications. When you track patient medications, not only can you create a better understanding of your patients’ overall health, but you can also help to avoid the possibility of prescribing contraindicated medications.

When a patient fills out a questionnaire with the medications they are taking, you can take that information and add it to their Health History in Dentrix. Here's how:

  1. With a patient selected in the Family File, double-click the Health History block.
  2. Click the Add button from the Health History toolbar, and select Medication.

  3. Enter the following information:
    • Reported Date - Defaults to the current date, but you can edit it if needed.
    • Start Date - Defaults to the current date, but you can edit the date to reflect when the patient began taking the medication.
    • Inactivated Date - The date the patient stopped taking the medication.
    • Display Pop-up Alert for this Patient - Check this option to have an alert appear when you create a new appointment, open the Family File, etc.
  4. To add a medication, click the Medication search button and do one of the following:
    • Select a medication from the list and click OK.
    • To add a medication to the list, click the Setup button, select the Medications tab, and click the Add button. Enter the medication description and click OK. The medication is added to the list, then click Close. Now select the medication from the list and click OK.
  5. Click OK to attach the medication to the patient.
Once you have added a patient's medications, they are visible whenever you open the patient's Health History.


You can also get more information by reading You Asked For It! Patient Health History in Dentrix, in the latest online version of Dentrix Magazine.

For additional help, read the following topics in Dentrix Help: Adding patient reported medicationsEditing patient reported medications, and Inactivating patient reported medications

Tuesday, April 9, 2019

Adding Emergency, Physician, and Pharmacy Contacts in a Patient's Health History

Have you ever had a patient emergency, but you didn’t know who to contact for them? Or, have you needed to contact a patient’s physician or pharmacy, but you didn’t have contact information for either one. Now available in Dentrix G7.1, you can add information for an emergency contact, physician, and preferred pharmacy to each patient’s Health History.

Here's how:

  1. Select a patient and click the Health History button.
  2. In the Contacts group box, click the > button next to the type of contact information you want to add.


  3. Click the New button, add the information for the contact, and click OK to save it.


For additional information about the new Health History module, read the Patient Health History article in the latest Dentrix Magazine.

For more information about adding contact information to a patient's health history, read the Setting a Patient’s Emergency Contacts, Setting a Patient’s Physician Contacts, and Setting a Patient’s Preferred Pharmacy topics in Dentrix Help.