Tuesday, November 12, 2019

Charting Treatment Using the Procedure Listing Field

Are you the type of person who has the procedure code numbers memorized? Instead of looking for the procedure button or finding the code in the Procedure Codes panel, do you prefer to enter the code yourself, like "1206"? Well, you can! Type the code into the Procedure Listing box and then select the posting status.

The Procedure Listing box is on the Charting Toolbar. It's the text field to the right of the Clear Selected Teeth button. To enter a code, click your mouse in the box and type the code. You can even leave off the "D" prefix if you want to!

Next, select a status button — Existing OtherExisting, Treatment Plan, or Completed — and the code posts to the patient's Chart.

It's that easy!

If the Auto-State feature is turned on, the Procedure Listing box disappears. It will reappear when you turn off the Auto-State feature. (The image below shows the Charting Toolbar with the Auto-State feature turned on and the Treatment Plan status selected.)


Learn more about the Auto-State feature and other tools for optimizing the Chart by reading the Give Your Hygienist Tools for Success post from the Dentrix Office Manager blog.

Tuesday, November 5, 2019

Updating Office Fees using Microsoft Excel

Did you know that you can make changes to your office fee schedules using a spreadsheet program like Microsoft Excel?

It's as easy as exporting your fee schedule, creating a spreadsheet, making your changes, and then importing the new fee schedule back into Dentrix.

In the Office Manager, click Maintenance > Reference > Fee Schedule Maintenance, select the fee schedule(s) you want to edit, and click Export.


For additional information, read the article titled, It's Time to Update Office Fees Again in the Dentrix Magazine online archive.

Tuesday, October 29, 2019

Setting Health History Pop-Up Alert Options

Do patient Health History pop-up alerts appear every time you open a Dentrix module, edit a patient's appointment, or modify their continuing care? Do you find it annoying to have so many alerts constantly pop-up?

By customizing Health History General Settings, you can select the Dentrix modules and/or actions in Dentrix where you want those pop-up alerts to appear.

Follow these simple steps to set your alert options in Health History:

  1. Open the Health History module (with or without a patient selected).
  2. Click the Setup icon in the top left corner (the one that looks like a gear wheel).
  3. Make sure the General Settings tab is selected.

  4. Click to highlight the area(s) in Dentrix or actions in Dentrix where you want Health History pop-ups to display.
  5. Click Close to save your settings.
Note: The alert options you set here will only apply to patients who have the Display Pop-up Alert for the Patient option selected for each of their individual medical conditions, allergies, and/or medications.

That's it! Your Health History pop-up alert settings are now customized to your specifications, and will be reflected on all workstations.

Additional Information

Tuesday, October 22, 2019

Print the Appointment Book for Multiple Days

You were asked to print out the schedule for all of the days next week - What is the easiest way to do this?

When you need to print your schedule for multiple days, don't overlook the subtle checkbox that will make the process move faster for you.

In the Print Appointment Book View dialog box, check the Do Not Close When Print/Batch box.


That checkbox will keep this window open, so that you can print one day, change the date, click Print again, change the date, click Print, and on and on. When all days have been printed, close the dialog box.


To learn more, read Printing the Appointment Book View Report in Dentrix Help.

Tuesday, October 15, 2019

Save A Mouse-Click By Setting Patient Notes to Visible

In the Family File, by default the Patient Note box is set to keep your patient notes hidden. Therefore, it takes an extra click to view the note. If you're like other offices, you use the box to remember general information about your patients, such as vacations, kids, pets, hobbies, talents, etc. So you might not feel an urgent need to keep these notes hidden.


Good news… You can save yourself a mouse-click by setting the note to always be visible!

In the Office Manager, select Maintenance > Practice Setup > Preferences. At the right, under Additional Options, select Auto View Patient Note in Family File and select OK.


If needed, you can always hide individual notes in a patient's Family File by clicking the Hide button in the Patient Notes block, as well as turn off the function for all patients by unchecking the box in Preferences.

To learn more, see the Setting Dentrix Preferences topic in Dentrix Help.

Tuesday, October 8, 2019

Consolidating Health History Items in Dentrix

The new Health History module in Dentrix is a fantastic tool! It can store a lot of useful information about the medical conditions, allergies, and medications that your patients have informed you about. But without some organization, over time, your list may become unmanageable because of how those medications, conditions, and allergies are entered in Dentrix.

You may need to consolidate your health history items to make your lists manageable. Let's talk about how you can consolidate an item, such as a patient-reported medication. Rather than listing every brand of medication in the Health History module (like Motrin, Advil, or Neoprofen), simply record a single medicinal grouping: Ibuprofen. Then, as you see patients, assign them the generic item — Ibuprofen — and include specifics, such as brand name and dosage, in Health History notes.


The same process can be used for medical conditions. Enter a single condition such as Heart Disease, and then on a patient-by-patient basis use Health History notes to add specific information such as heart murmurs, heart valve disease, etc. Doing this will take a little work, but it will result in less clutter within the module.

Consider these suggestions to consolidate your Health History items:

  • Review the Health History categories — Medical Conditions, Allergies, and Medications — and decide which similar items can be grouped together.
  • Assign the newly grouped together items to applicable patients, and add specific details in a Health History Note.
  • Determine who on your team should manage Health History items. For instance, you may want one or two employees to manage it; or, you may want to train all of your employees with guidelines that you set.

For additional information about this topic, read the Dentrix Magazine article titled, You Asked for it! Patient Health History  in the online archive, or read the various topics about setting up Health History items in the Health History Overview topic in Dentrix Help.

Tuesday, October 1, 2019

Let Dentrix Create Secondary Insurance Claims For You

If a patient has secondary insurance assigned in Dentrix, whenever you enter a primary insurance payment, Dentrix prompts you with the question, “Secondary insurance claim has not been created. Create secondary insurance claim now?"

Did you know you can automate the process of creating secondary claims and not have to worry about this prompt in the future?

In the Ledger, click File > Insurance Payment Setup, and then check the Auto-Create Secondary Claim with Primary Payment option.


Additionally, there may be times when primary insurance will pay the entire cost of the procedure(s), and there isn’t a need to bill secondary.  By checking the Auto-Receive Secondary Claim if No Pending Ins Estimate option as well, Dentrix will automatically post a zero payment and close out the secondary claim if the insurance estimate is $0.00.

For additional information, read the Creating Secondary Claims Automatically topic in Dentrix Help.