Screen Capture Tool

Dentrix G5 includes a screen capture feature that allows you to capture any image on your computer screen, including graphics, images from third-party software, X-rays, perio charts, and Web pages. These images can be stored directly in a patient's Document Center.

To use the Screen Capture feature:

1. From the Document Center toolbar, select Acquire > Screen Capture.





2. From the Screen Capture dialog box, select Start Capture. The mouse icon changes from an arrow to a cross-hair icon.





3. Click and drag over the area of the screen you want to import into the Document Center. The image is stored in the patient's Document Center. 

You can adjust the settings for which category the document will be stored under by clicking Setup > Acquisition Method Defaults from the Document Center toolbar.

For more information about using the Screen Capture feature, log in to the Dentrix Resource Center and view knowledgebase article #61031. Expand the Dentrix G5 option, and view the short video titled “Dentrix G5 New Features.” To see information about acquiring documents using the Screen Capture feature, see the "Acquiring screen captures" topic in the Dentrix Help Files.

Patient Insurance Eligibility

Are you looking for a fast way to verify if a patient is eligible for insurance benefits on the day of treatment? eCentral's Insurance Manager can quickly and accurately help you determine if a patient will have coverage on the day of an appointment.

You can also quickly see if a patient is eligible for benefits, with the Eligibility icon located on the face of the appointment:

A blue E on a white background indicates that the patient is eligible for benefits, and the description in the Appointment Information dialog box reads YES.

A gray E on a yellow background indicates one of the following:

• The patient's eligibility could not be verified, possibly because of incorrectly entered or missing information. The description in the Appointment Information dialog box reads OTHER.
• The patient's eligibility has not been checked or entered for the past five days.

If the Eligibility icon does not appear, and the description in the Appointment Information dialog box is blank, the patient's eligibility has never been checked or entered.


For more information, download the Checking Patient Insurance Eligibility getting started guide by logging in to the Dentrix Resource Center and searching for knowledgebase article #58049. From the Resource Center you can watch helpful videos on how to set up patient eligibility in eCentral, how to submit eligibility requests in Dentrix, and how to view eligibility documents, as well as view a recorded webinar on the eCentral Insurance Manager.

The Patient Visit Form

If you love appointment route slips, but wish you could include just a little more (or less) information, you should check out the Patient Visit Form. The Patient Visit Form is a customizable route slip that allows you to choose the information that's included on the form. Select from any of the fields in the Patient Visit Form dialog box to customize the form.

You can generate the Patient Visit Form from the Appointment Book or from the Office Manager.

To generate the form for an individual patient with an appointment:

1. Select an appointment in the Appointment Book.
2. Click File > Patient Visit Form.

To generate the form for multiple patients at a time:

1. From the Office Manager, click Reports > Lists > Patient Visit Form.
2. Choose to generate the forms for patients who have certain primary providers, appointment providers, or operatories.

Then use the Patient Visit Form dialog box to customize the form to include only the information you prefer.

For more information about how you can use the Patient Visit Form, see the article titled "Customizable Patient Visit Forms" in the Summer 2011 issue of Dentrix Magazine.

Save Time With The Schedule Next Button

Ever wonder what all those buttons on the side of the Appointment Information dialog box are for?  You've seen them, but have you ever used them?

The Schd. Next button is a great time-saving button you should work into your routines and start using.

Here's how it works. When checking out a patient, double-click on today's appointment in the Appointment Book to bring up the Appointment Information dialog box.  Then click the Schd. Next button.

This opens a new appointment for the selected patient. Enter the reason(s) for their next appointment, then click the Pinboard button. This will move the appointment to the Pinboard and from there you can flip through the days in your schedule until you find one that works for the patient. Then simply drag the appointment from the Pinboard to the available time. Done!

Try it out, see what you think, and make it a time-saving habit!

Introducing: Dentrix Learning Plans

Do you want to increase your Dentrix knowledge? Do you have new staff in need of Dentrix training? Or existing staff that need to brush up on how a Dentrix feature works? If you have any of these training needs, check out the new Dentrix Learning Plans located in the Dentrix Resource Center.

Dentrix Learning Plans are an online collections of resources, grouped together by common tasks and job functions that can assist you in learning more about your practice management software. Included as part of your Dentrix Customer Service Plan,Dentrix Learning Plans give you access to a huge selection of video tutorials, webinar recordings, user guides, getting started guides, knowledgebase articles, and articles from Dentrix Magazine and the Dentrix eNewsletter--all organized for easy, convenient reference.

From the Home tab of the Dentrix Resource Center, simply select the topic you are interested in, scroll through the list of resources, and click the link to be taken directly to the resource. Currently there are three available topics in the Learning Plans: Appointment Management, Continuing Care, and Insurance Management.

Over the next several months, we'll add new topics that address the various tasks you and your team do every day, including:

• Billing and Accounts Receivable
• Charting
• Patient Information Management
• Practice Management
• Practice Marketing 
• Patient Communication

Give your practice and staff a competitive edge today by logging in to the Dentrix Resource Center at www.dentrix.com/resource-center and using the new Dentrix Learning Plans.