Tuesday, May 23, 2017

Adding Procedures to the Procedure Codes List

Your staff members may find that the procedure codes they use most often are not listed in the Procedure Codes list, and they have to click the More Codes button in order to access them. You solve this problem by adding procedure codes to the Procedure Codes list in the Patient Chart.

For example, procedure code D4355 is not listed in the Procedure Codes list by default. If the hygienists in your office treatment plan that code often, you can add it to the Procedure Codes list to help them enter this procedure quicker.

To add a procedure to the Procedure Codes list:
  1. From the Office Manager, select Maintenance > Practice Setup > Procedure Code Setup.
  2. In the ADA-CDT Codes tab, select the procedure code you want to add to the Procedure Code list and click Edit.


  3. In the Treatment Flags group box, check the box for Show in Chart. When checked, this procedure code is listed under the corresponding category in the Procedure Codes list in the Patient Chart. You will not have to click <<More Codes>>  to fully expand the category to find the code.


  4. Click Save to save your changes and then click Close.
Learning to customize procedure codes is part of the new course called 15 Dentrix Procedure Code Tricks You Need To Know, which will be offered at this year's Business of Dentistry Conference. Click the link to view conference details and to register.

Tuesday, May 16, 2017

Sub-totalling Treatment Case Estimates

For patients with extensive treatment plans, seeing the total for the entire plan on the Treatment Case Report can be overwhelming. If a patient is going to have the treatment completed in stages, you may want to break down the treatment and show subtotals by visits on the report, which lets the patient focus on the smaller estimate for each visit.

To sub-total treatment case estimates by visit:


  1. In the Treatment Planner, select the treatment plan case you want to print, click the Print button, and select Print Treatment Case.


  2. In the Case Procedure Options group box, enter the visit number(s) you want to include in the printout. If you want to include all the visits, clear out any numbers in the field.
  3. Check the Print Subtotals by Visit option to print a subtotal of the price estimates for each visit.
  4. Set the other report options as desired and click OK.
Additional Information
  • In order to sub-total treatment by visit, you must first assign the visits to the procedures in the treatment case.
  • You can include a range of visits by typing a range of numbers with a hyphen between them (e.g. 1-4). Or, you can print specific visits by separating them with a comma (e.g. 1, 3, 5). You can also do a combination of the two (e.g. 1-3, 5).
For additional tips about using the Dentrix Treatment Planner, visit our Treatment Planning board on Pinterest, which has links to several past tips and Dentrix eNewsletter articles.

Tuesday, May 9, 2017

Viewing Prescriptions in Dentrix

You may want to review a patient's past prescriptions before issuing refills or prescribing new medication. In Dentrix, you can review prescriptions that have been previously created for a patient.

How To:


  1. From any patient specific Dentrix module, select a patient and click the Prescriptions button.


  2. Select the prescription you want to see more information for, and click View.


  3. You can view the drug name and description, dosage and dispensing information, and any notes that were added to the prescription. You can either print or refill the prescription by clicking the corresponding button.
  4. Click Cancel to close the prescription. 
Additional Information
  • Prescriptions are listed with the date the prescription was created, the description, drug name, and prescribing provider.
  • A check mark in the NS column (Not a Standard Prescription), located to the left of the date, indicates that you made a change to the default prescription type when you added this prescription.
Managing prescriptions in Dentrix is one of the topics featured in the Clinical Charting Workshop offered this spring nationwide. Click the link to find a workship near you and to register.

Tuesday, May 2, 2017

Customizing Collection Letters in Dentrix

Before you send patients a final notice that their account will be sent to collections, you like to try to reach them by phone. You can add the details of that phone call to the final notice letter you send using the Quick Letters feature in Dentrix. These customizations will apply only to that specific letter and won't be saved in the letter template, so you can add custom information to each patient’s letter as applicable.  

How To:
  1. Use the Collections Manager to generate a list of patients with overdue balances.
  2. Select a name on the Collection Manager list and click the Quick Letters button.


  3. From the Quick Letters dialog box, select the Collection Notification letter from the list, and click Build/View.


  4. A Microsoft Word document opens with the letter text displayed. Add the text about the phone call to the letter, and then print the letter.
Additional Information
  • It's important that you do not save any changes you make to the letter because you don't want to overwrite the letter template. Instead, send a copy to the patient's Document Center. From Microsoft Word, click File > Print. Change the printer to Send to Dentrix Document Center, and click Print. A copy of the letter is saved in the Unfiled Documents folder in the Document Center.
  • Be default, the Collection Over 90 Day letter is listed as the Collection Notification letter in the Quick Letters list. You can change the letter template being used by selecting the letter and clicking Edit. Change the merge letter template name to reflect the name of the document you would like to use.
  • Once you have created and printed the letter, a note is added to the Office Journal indicating that a collection letter was sent.
Learning to use the collection quick letters is part of the new course called Top 10 Collection Tools in Dentrix, which will be offered at this year's Business of Dentistry Conference. Click the link to view conference details and to register.

Tuesday, April 25, 2017

Customizing Initial Appointment Reasons


You can use the initial appointment reasons list in the Appointment Information dialog box for quick access to procedures or codes you frequently add to appointments. 




For example, if you offer a discount on whitening trays and many of your patients are asking for that service, add that code to the Initial Reasons list so that you can add it to appointments quickly.



The list of initial appointment reasons is set up in Definitions in the Office Manager. Codes that have been added to the list from the Office Manager are then available in the Appointment Book. 

How to:

  1. From the Office Manager, click Maintenance > Practice Setup > Definitions.
  2. In the Definition Type drop-down list, select Appointment Reasons.


  3. Enter the procedure code and description of the procedure you want to add, and then click Add.
Additional Information
  • You must make sure the procedure code and description text you enter match the ADA code and description text. Otherwise, Dentrix will not be able to link the information you entered to the ADA code and the code will not work when you try to use it to post procedures when you set an appointment complete.
  • You cannot add procedures that require a tooth number, surface, quadrant, or sextant to the Initial appointment reasons list.
  • You can have up to 20 procedures listed in the Initial appointment reasons list.
This tip comes from our new Insight Seminar titled, "50 Thing You Didn't Know Dentrix Could Do!" which is being offered in cities nationwide this spring. Click the link to view seminar details and to register.

Tuesday, April 18, 2017

Viewing Rejected Treatment Plan Cases

In the Treatment Planner, when you assign a case status of Accepted to a case that is linked to another case, the other case is automatically assigned the status of Rejected. That way you still have a record of all the treatment options you proposed to the patient should you ever need them again in the future.  To view rejected cases in the Treatment Planner, check the Include Rejected Cases option in the Treatment Plan Case Setup panel. 



Additional Information
  • Only treatment cases that are set as the recommended case or cases with a case status of Accepted display on the graphic chart.
  • See the Updating Case Status topic in the Dentrix Help for a complete list of case status options that can be assigned to treatment plans.
For more tips like this, attend one of the treatment planning courses at this year's Business of Dentistry Conference. Click the link to view conference details and to register.

Tuesday, April 11, 2017

Save Time When Scheduling a Series of Appointments for a Patient

When a patient needs to come in for a series of appointments, such as a crown prep followed by a crown seat, use the schedule next feature to speed up the appointment-making process. After you schedule the first appointment, Dentrix will open a new Appointment Information dialog box that's already populated with the same patient and provider so that you can continuing scheduling the series.

To schedule a series of appointments:
  1. In the Appointment Book, double-click the time when you want to schedule the first appointment, and enter the appointment information for the patient as you normally would.
  2. Click the Schd. Next button. Dentrix will add the first appointment you created to the Appointment Book and open a new Appointment Information dialog box with the same patient and provider(s) already selected.


  3. Enter the appointment information for the next appointment, click the Pinboard button, and then drag and drop the appointment to the appropriate date and time in the schedule.

Additional Information
  • You can also use this feature when you schedule a patient for a series of filling on opposite sides of the mouth, scaling and root planing, or orthodontic checkups.

Learning to use the Schedule Next button to schedule a series of appointments  is part of the new course called 15 Ways to Make Scheduling Easier in Dentrix, which will be offered at this year's Business of Dentistry Conference. Click the link to view conference details and to register.