Tuesday, September 18, 2018

Separating Medical Conditions from Allergies in the Dentrix G7 Health History Module

If you’ve upgraded to Dentrix G7, you’ve probably seen the new Health History module. One of the great new features that wasn’t available in previous versions of Dentrix is the ability to separate medical alerts and allergies. In previous versions, they were all in the same list, and some offices would label the allergies with a hyphen to keep them alphabetically together in the list (for example: Allergy-Penicillin).

With the Health History module, you don’t have to do that! There are separate categories for medical conditions and allergies. And best of all, there are no limitations on how many medical conditions or allergies you can store in your database!

When you upgrade to Dentrix G7 all your previous medical alert entries are imported when you upgrade, but they are still in one list. You can quickly move the allergies you had saved into their own category with just a few quick mouse clicks.

How To
  1. From the Health History module, click the Setup button (it looks like a gear in the top right corner).
  2. Click the Medical Conditions tab and highlight any allergies on the list. Hold down the CTRL key on your keyboard to select multiple allergies at once.
  3. Click the Move to Allergies button.

Additional Tips
  • This process also works in reverse. From the Allergies tab, you can highlight medical conditions and click the Move to Conditions button if an item was moved to allergies by mistake.
  • For additional information, watch the Health History New Feature Preview video.
  • Discover how to streamline your patient information workflows with Dentrix G7 by registering for a free webinar on October 2, 2018.

Tuesday, September 11, 2018

Inactivating a Medical Condition in Dentrix G7

Within the Health History module, you now have a comprehensive history of the patient’s medical conditions, and the ability to quickly see which conditions are current based on the information in the Status column.

One of the new features introduced with the Dentrix G7 Health History module, is additional date fields associated with adding a medical condition or allergy to a patient’s record. When you add a condition, you will see the following date fields:
  • Reported Date – This defaults to the current date, and reflects the date you were notified by the patient of the condition. You can modify this date if needed.
  • Start Date – This also defaults to the current date, but should reflect date the medical condition started.
For example, if a patient was diagnosed with diabetes last October, and only filled out a new patient questionnaire today, you would enter today’s date in the Reported Date field and the date from October 2017 as the Start Date field.

You also have the ability to inactivate a medical condition or allergy for a patient, when it is no longer current. By inactivating a condition rather than simply deleting it, you maintain an accurate comprehensive health history that can be referred back to if needed.

For instance, if you have a patient who previously had been assigned the Pregnancy condition in Dentrix, but now has a three-month old baby. While viewing that patient’s health history, inactivate the Pregnancy condition, and in the Inactivated Date field, enter the birth date of the child.

To inactivate a condition for a patient:

  1. With a patient selected in the Health History module, select the medical condition or allergy to be inactivated.
  2. Click the Inactivate button, confirm you want to inactivate the condition, and click OK.
  3. Enter an Inactivation Date. The current date appears by default, but can be edited as needed.
  4. Add a Note as necessary, and click OK.

Additional Tips

Tuesday, September 4, 2018

Automatically Closing Claims without Assignment of Benefits

It would be nice to know ahead of time if your office wasn’t going to receieve an insurance payment for a patient’s procedure.

If, you do not check the Assignment of Benefits box in the Insurance Information dialog box when you are setting up a patient’s insurance coverage in Dentrix, any insurance claims you create for the patient will remain open even though your office won’t receive the payment.


But, with a new Dentrix feature, added in version G6 you can activate a prompt that will notify you that a claim doesn’t have this assignment of benefits. This prompt will also ask if you want to post a $0 insurance payment and close the claim.

Using this new feature will prevent these claims from showing up on your Insurance Aging Report, and will remove the claim amount from the insurance totals in your Ledger.

Here’s how to activate this feature:
  1. In the Ledger, click File > Insurance Payment Setup.
  2. Check the Prompt to close claims without Assignment of Benefits box to activate the feature.


Once the feature is activated, when you create claims for patients without assignment of benefits, a prompt appears.


By clicking Yes, Dentrix will post a $0 payment on the claim and mark it as received.

Today's tip was just one of many tips that will be presented as part of a new seminar that is launching nation-wide this fall. For more information, click the link to see 35 New Dentrix Features You Should Be Using dates and locations, a course outline, and a link to register!

Tuesday, August 28, 2018

Changing Providers Attached to Procedures - After the Procedure is Set Complete

One of the most popular updates to Dentrix in recent years has been the ability to change the providers attached to procedures before setting them complete. But what if an appointment (or a whole day's worth) were completed with the incorrect provider?

Luckily, there's a quick way to assign the correct providers to multiple procedures at once from the Patient Chart.  We've shared this tip previously, but it's still as relevant now as it was back then.

Read it here: Changing a Provider for a Selected Procedure




Tuesday, August 21, 2018

New Patient Appointments - Additional Ways to Contact the Patient

Did you know that when you create a new patient appointment, you have the ability to add a mobile number and email address for the patient? These new patient information fields, added in Dentrix G6, accommodate those new patients who don't have a home phone number or who prefer to communicate with your practice via email. By creating a new patient appointment and entering this information, you have a way to contact the patient should you need to.



Find out about other new scheduling features you didn't know you had. Register for the free webinar on August 30, 2018.

Monday, August 13, 2018

Viewing All Patients with Payment Agreements

Payment agreements represent income for your practice. Once you’ve set up an agreements for patients, the most important thing you need to do every month is follow up on those agreements and make sure patients are paying as you agreed. The new Payment Agreement Manager, available in Dentrix G6.4 or later, makes this important task easier and more convenient. Now you can view a list of all your patients with payment agreements and their agreement details without running reports and opening the Ledger for individual patients.

First, you can quickly generate a list of all patients on a payment plan from the Ledger by clicking File > Payment Agreement Manager.



From the Payment Agreement Manager you can view the payment agreement information for all patients at once, or double-click any name to see the agreement details.

Unlike a regular report, you can sort the information in the Payment Agreement Manager. Want to arrange the list by remaining balance, largest to smallest? Click the Balance Remaining column header, and the list is rearranged just the way you want it.

You can also hide or show additional columns of information, as well as arrange columns to fit your needs. Right-click any column header, and a list of available options is shown. Items shown with a check mark are already visible in the list, and more can be added with a simple click.

For additional information, read See All Your Patient Payment Agreements in One Place in the Dentrix Magazine online article archive.

You can also register for a free webinar to learn about how to streamline your office workload with Dentrix G7 on Sept. 11, 2017.

Tuesday, August 7, 2018

Attaching Multiple Providers to an Appointment

A patient being seen for prophy, bitewings, and a periodic exam will be seen by both the hygienist and the doctor. Wouldn’t it be nice to be able to attach both of those providers to the appointment when you add those procedures to the appointment?

And when you complete an appointment, wouldn’t it be great if you could assign the correct provider to individual procedures when the appointment is set complete? You wouldn’t have to correct posting errors later to assign the correct provider.

If you’re using Dentrix G6 or G7, you can!

One of the new features in the Appointment Book, added in Dentrix G6, is the ability to attach a second provider to an appointment. 

When you create an appointment and attach a provider, you can also attach an additional provider at the same time.



When you complete the appointment, each procedure is listed individually and you can assign providers to each procedure easily by selecting the procedure and clicking the Change Provider button.


This will bring up a list of all providers associated with the appointment (the provider and the additional provider attached when the appointment was created), which saves you from having to look through a list of all the providers in the practice.

If you are still using Dentrix G4 or G5, join us for a free webinar to learn more about other this and other new scheduling features in Dentrix G7 that can help your keep your schedule full.