Tuesday, January 19, 2021

Access Dentrix from a Consistent Location No Matter Which Computer You Use

Chances are your practice has several computers—at the front desk, in the operatories, in the administrator’s office—and they are all probably running Dentrix. Have you ever had to use a different computer than normal and couldn’t easily find the Dentrix icons you were looking for to launch the module you needed?

Here’s a quick tip you can use so that you can always find the Dentrix modules you need, in the same place, on every office computer.

For each computer, log in to Dentrix, open the Office Manager, and click Maintenance > Practice Setup > Preferences. From the General Options tab, under Startup Options, click System Startup Settings. Select the option for Dentrix Quick Launch, and click OK.

This will add the Quick Launch icon to your Windows notification area (bottom right corner of your computer screen, near the date/time).

When you need to access Dentrix, right-click this icon to open a list of the main Dentrix modules, and select the one you need to open.

Set the same Startup Options preferences on each computer in the office, and you’ll be able to access Dentrix from a consistent location no matter which computer you use.

Bonus Tip: If you don’t see the Quick Launch icon, click the ^ button to open a list of icons available within your notification area.

Tuesday, January 12, 2021

Documenting When You Leave a Message

If you called a patient to schedule their appointment, but no one answered and you ended up leaving a voicemail message, where should you document this in Dentrix?

While you may not have spoken to the patient directly, it's important to keep a record that an attempt was made.

You can record this type of communication in the patient's Office Journal, just like you would document the phone conversation, had it happened.

Here's how:

  1. In Dentrix, select a patient and click the Office Journal button.
  2. When the Office Journal opens, click the Add Journal Entry button.

  3. From the Type list, select Phone Call.
  4. The Date and Time fields automatically record the current date/time, but can be changed if you are documenting the phone call after the fact.
  5. Change the Prov/Staff to reflect who in the office made the contact.
  6. Add a Description, such as "Left Message" or "Collection Call"--something that will make sense to the person who reviews the contact in the future.
  7. In the Note field, record the details of what happened during the call.
  8. Click OK to save the journal entry.
Be as specific as possible when you are documenting your contact (or attempt to contact) a patient. Did you leave a voicemail? Did you leave a message with another family member? Did you ask them to call the office back? It may be a good practice to also include the phone number you were calling when you left the message. Any information you can provider can be helpful if you ever have to review the Office Journal in the future and need to know about the contact or attempt.

For additional information about how to review patient contact you recorded in the Office Journal, read THIS TIP.

Tuesday, January 5, 2021

Starting the New Year On the Right Foot

 It's a new year!

Before you get back into the same old groove, there are a few things you need to do now to really put 2020 in the rearview mirror.

If you haven't done so already, you need to close out the year in Dentrix. But how do you do that? We've got a great article in Dentrix Magazine that has all the information you need to get started: Preparing for Year End: What You Need to Do Now.

Then once you're ready to to get started, check out our Closing the Year in Dentrix article, which answers these four important questions:

  1. What does it mean to close the year?
  2. How do I close out the year? Are there special utilities or processes that I should run?
  3. What do I do with outstanding insurance claims from the previous year?
  4. Are there any reports that may be beneficial to run?
And finally, you'll want to make sure that Dentrix has been updated to include the latest CDT codes. As you provide care for your patients, it’s important to make sure you have the updated codes in Dentrix so that you can use the most up-to-date codes to bill for procedures. Read our article titled, Automatically Updating CDT Codes in Dentrix for details on how you can avoid having to update codes manually this year.

Tuesday, December 22, 2020

Most Popular Tip Tuesday Posts of 2020 (Part 3)

We've shared #15 through #11, and #10 through #6 of our most popular Dentrix Tip Tuesday blog posts of 2020.

We've saved the best for last. Here's the Top Five most popular tips from our blog this year:

5: Emailing All of Your Patients At Once

4: Archiving Patients Just Got Easier!

3: Altering Your Practice Hours in Dentrix

2: Don't Rely on Your Memory - Use the Appointment Checklist

is it any wonder with all the changes we've had to make due to Covid-19 this year that our most popular tip of the year is...

1: Creating Time Between Appointments for Safety Precautions

We hope you have a safe and happy holiday! We're taking next week off, but will return the first Tuesday in 2021 with more Dentrix Tip Tuesday blog posts!

Tuesday, December 15, 2020

Most Popular Tip Tuesday Posts of 2020 (Part 2)

Last week we shared the first five of our top 15 most viewed tips of the year. This week we continue with our next installment of 5 tips.

Our countdown continues with tips including working with patient health history items, writing clinical notes, schedule optimization, and help with insurance claims:

10: Slow Down the Pop-Ups! Edit Multiple Health History Items at Once

9: Creating Clinical Note Templates

8: Changing Operatory Hours and Availability in Dentrix

7: Keep Track of Today's Appointments While Jumping Around the Appointment Book

6: Updating Your Printed Insurance Claim Form

Stay tuned next week for the Top Five most popular Dentrix tips of the year! 

Tuesday, December 8, 2020

Most Popular Tip Tuesday Posts of 2020 (Part 1)

If you've been around since January, you've seen a lot of tips come your way this year. Over the next three weeks we're counting down the fifteen most viewed tips of 2020.

Our countdown begins with this first group of tips that cover a wide range of topics, including tips about new features, Dentrix customizations, and incorporating Patient Engage into your workflow:

15: Changing a Provider's Schedule in Dentrix

14: Posting Patient Forms Online Using the Patient Portal in Patient Engage

13: Reminder - This Claim Needs an Attachment

12: Customizing Dentrix Module Toolbars

11: Emailing All of your Patients About Policy Changes with Patient Engage

Stay tuned the next two weeks for the remaining top ten popular Dentrix tips of the year!

Tuesday, December 1, 2020

Automatically Updating CDT Codes in Dentrix

You have enough to worry about at the end of the year! Take the CDT Code update off of your list and let Dentrix do it for you. 

That’s why Henry Schein One created the automatic CDT updater (available in Dentrix version G7.3 update 1 and higher).

Read the Dentrix Magazine article titled Automatically Updating CDT Codes in Dentrix to learn the pre-requisites needed for this feature as well as how the process works in Dentrix.

  • To learn more about recent Dentrix releases and watch new feature overview videos, visit the Dentrix New Features page.
  • For more information about working with procedure codes in Dentrix, read the Procedure Code Setup topic in Dentrix Help.