Tuesday, December 16, 2014

Most Popular Tips of 2014, Part 1

What a year it's been for our Dentrix Tips! For the next couple of weeks leading up to the holidays, we've decided to post links to our 12 most popular tips of the year.  In descending order, here's the first group of our most viewed tips from 2014:

#12 - Navigating the Questionnaires Module

#11 - What Does Head-of-Household Mean in Dentrix?

#10 - Custom Billing Statement Notes

#9 - Wrapping Appointment Reasons on Appointments

#8 - Assigning Billing Types in Dentrix

#7 - Viewing Documents in the Document Center

Stay tuned next week for the top 6 tips of 2014, and the following week for the top 5 Dentrix Tip Tuesday posts of all time!



Tuesday, December 9, 2014

Closing the Office on a Selected Day

When the entire office is closed for a holiday or other event, instead of just blocking off the operatories in the schedule, the best thing to do is to close the office on that day in the Appointment Book.

If you leave the office open and just block out time, the day will still be counted as available time on your reports and your weekly and hourly production totals will be lower than they should be.

When you close the day in the Appointment Book, the day will be grayed out and will give you a warning that the office is closed if you try to schedule something on that day.

To close the office on a selected day:

  1. From the Appointment Book, click Setup > Practice Schedule. The Schedule Calendar for Practice dialog box appears.


  2. Select the day the office will be closed, click the Office Closed button, and then click Close Office on selected date. The hours will be removed from the day and it will turn gray. The day will also be grayed out in the Appointment Book.
  3. Click Close to return to the Appointment Book.
Bonus Tip:  You can also close the office for holidays that occur on the same date every year (such as July 4th or Christmas Day). When you click Office Closed, click Set Yearly Holiday on selected day. Do not use this option for holidays that occur on the same day of the week each year, but not the same date (think Thanksgiving and Memorial Day).

Tuesday, December 2, 2014

Referring Several Procedures at Once

At times a patient may have several procedures or a series of procedures that you are referring to a specialist. While you can edit each procedure individually and add the referral to each one, this process can be simplified by using the Treatment Planner to add a referral to a group of procedures at once.

To refer several procedures at once:
  1. Select the appropriate patient in the Patient Chart, and then open the Treatment Planner.
  2. Click the New Case button and create a new treatment plan case called "For Referral."
  3. Click and drag the procedures you want to refer from their current treatment-planned case into the "For Referral" case you created.
  4. Select the "For Referral" case and click the Update Case Status button, and select the Referred status. The Update Current Case Status dialog box appears.

  5. Click Referred search button >> to select the provider to whom you are referring the procedures.
  6. Click OK. The case will be marked as Referred. All the procedures in the case will be marked as referred in the Progress Notes, and the procedure amounts will be zeroed out.

Tuesday, November 25, 2014

Automatically Creating Secondary Claims

Dentrix can save you time and speed up your claim process by automatically creating secondary claims when you have posted a payment to close a primary claim. In addition to having Dentrix create the secondary claim, you can have Dentrix automatically close the claim if the secondary claim comes back with no pending insurance estimate.

To automatically create secondary claims:
  1. From the Ledger, click File > Insurance Payment Setup. The Insurance Payment Setup dialog box appears.

  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.
  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, November 18, 2014

Searching for Payments

Have you ever had to research an insurance payment that you know you entered into Dentrix, but you don't know who the payment was posted to? Or, have you ever had a patient call you to talk about a payment they made "earlier this year" that they have questions about?

You can use the Search Payments utility to find specific payments that have been posted to the Ledger without having to manually look through patient accounts or running reports. You can find payments using the information you have, such as check number, date, insurance carrier, payment type, amount, or guarantor.

To use the Search Payments utility:
  1. From the Ledger, click File > Search Payments. The Search Payments dialog box appears.


  2. Enter the search criteria you want to use to search for the payment(s). You can combine several search criteria for a more precise search with fewer results.
  3. When you have entered your search criteria, click Search. Any payments matching your criteria are listed. Double-click any payment listed to open the Ledger for that patient so you can view the payment in more detail.
Want to see how to do it? Watch this video to see the process in action:

Tuesday, November 11, 2014

The Scheduled Patients Summary in the Daily Huddle Report

Did you know that you can generate a list of all patients coming in today that tells you which of the patients are overdue for continuing care, which have treatment plans, and which have family members without an upcoming appointment?  It's called the Scheduled Patient Summary, and it's a customizable report within the Daily Huddle Report.



The Scheduled Patient Summary is an important tool to use in your daily morning meetings. You can use this information to talk with your staff members about opportunities you have to discuss future appointments or other patient problems with patients coming into the office today.

To generate the Scheduled Patient Summary:
  1. From the Appointment Book, click File > Print Daily Huddle Report or click the Daily Huddle Report button. The Daily Huddle Report dialog box appears.
  2. Check Scheduled Patients Summary to include the summary when you generate the rest of the report.

  3. Click Scheduled Patients Setup. The Scheduled Patients Setup dialog box appears.


  4. Select which criteria you want to display on the summary, and click OK.
  5. Click Preview to generate the Scheduled Patients Summary.
For additional information on generating the Daily Huddle Report, see the Daily Huddle webinar recording (#56272) in the Dentrix Resource Center.

Tuesday, November 4, 2014

Viewing Patient Insurance Benefit Information in the Treatment Planner

Did you know that when you are discussing the financial considerations of a treatment plan with a patient, you can view the patient's deductibles met, benefits used, and insurance coverage breakdown, without having to switch to the Family File?

That information is available to you with the click of a button in the Treatment Planner.

To view patient insurance benefits:

  1. With the patient selected in the Treatment Planner, click the Insurance Benefits button.


    The Dental Insurance Benefits dialog box appears.

  2. Review the information with the patient and use it to explain insurance and patient portion of your fees for the planned procedure(s).
Note: The information contained in the Dental Insurance Benefits dialog box is only as accurate and reliable as your office policies about entering them into Dentrix.