Tuesday, January 15, 2019

Out With the Old (Expired Codes), and In With the New!

From time-to-time, the ADA expires old procedure codes and creates new ones. Recently they did just that with occlusal guards by replacing one code with multiple possible replacement options. You know that there are patients out there with the old code charted on their treatment plans, but how to do you find them all?

The Dentrix Treatment Manager can help you identify those patents! You can access the Treatment Manager from many areas in Dentrix. One popular way is to open the Appointment Book and select Options > Treatment Manager.

In the Treatment Manager View dialog box, locate the Procedure Code group box. Enter the old occlusal guard code in both the From and To fields.



Set other view options to be as inclusive as possible (notice in the screenshot how other settings are set to <ALL> or with low minimum amounts). Click OK to view the list.

Once you have generated a list of patients, select a name on the list and use either the toolbar buttons or the right-click menu to open the patient’s Ledger or Chart, where you can make changes to the treatment plan and update the procedures to the current code.


Additional Information

  • Read Dr. Charles Blair's article titled, New Codes in the CDT 2019 Update in the online edition of Dentrix Magazine.
  • Log in to the Dentrix Resource Center and search Knowledgebase Article #92369 which lists the changes to the code set and provides information about using the CDT 2019 Update Utility.

Tuesday, January 8, 2019

Process Payments Promptly by Adding a Credit Card to a Payment Agreement

Wouldn’t it be nice if your patients with payment agreements always paid the correct amount on the date it was due? And what if you could routinely post these payments on a monthly basis without having to bill your patients? With Dentrix Pay, you can add a patient's credit card to their payment agreement and use that card to process payments when they’re due*. You'll be promptly paid, and your patients won't have to remember to send you a check!

To add a credit card to a payment agreement, open the patient’s Ledger and click the Billing/Payment Agreement button. Click the Credit Card drop-down menu, select Add Card, and follow the onscreen directions. Be sure to have the cardholder sign the consent form, authorizing you to use their card for payments. When finished, click OK. You're now ready to process their payment agreement with their saved credit card — when it comes due.


For additional information:
*You must have Dentrix Pay to add credit cards and to use them to pay off payment agreements. For more information about Dentrix Pay, visit www.Dentrix.com/DentrixPay or call 844.853.2285.

Tuesday, December 18, 2018

Make a Habit of Checking for Dentrix Updates

As we approach the new year, let’s talk about a process you’ll want to make sure you are implementing in your practice—keeping your Dentrix software updated.

You probably receive notifications when updates, hotfixes, or other critical updates are available in Dentrix. But did you know that you can check for updates on your own when you are ready to install them?

To check for available updates, from the Office Manager menu, click Help > About Dentrix. On the About Dentrix screen, click the Check for Updates button.

The Dentrix Update Manager screen shows all available updates.


Installing the latest updates is one of the tasks you should complete before you close the year in Dentrix. Read the article titled, Are You Ready to Close the Year in Dentrix? for more information about closing the year. 

Tuesday, December 11, 2018

Most Viewed Tips of 2018

As we near the end of another year, let's look back on the Dentrix Tip Tuesday posts that were viewed the most by you, our readers.


Maybe you read them the first time around but haven't gotten around to implementing them, or maybe you missed that week's post. Either way, there's a lot of good information in these tips that you can put into practice in your office today!

Here's our most viewed posts from 2018:

Stay tuned in the new year for even more Dentrix Tip Tuesday posts!

Tuesday, December 4, 2018

A Tidy Batch Processor is a Happy Batch Processor

You probably know that every time you generate a report, create an insurance claim, print a route slip, or generate a billing statement a line item is added to the Batch Processor in the Office Manager.

After a busy day, that Batch Processor list can be overwhelming. Chances are you don’t need to keep most of those items day after day. If you’ve printed the report or electronically transmitted the claim, delete it from the Batch Processor. With so many items stored in the Batch Processor, it can be hard to find one specific item you are looking for.

To delete items from the Batch Processor, select the items you want to delete (use CTRL + click to highlight multiple items at once), and then click the Delete Report(s) button.



By default the Delete Selected Reports option is selected, but you can change to any other option that fits your needs. Then click OK, and you’re on your way to an easier-to-manage Batch Processor.

For more information, read the Batch Processor Overview and Deleting a Report topics in the Dentrix Help.

Tuesday, November 27, 2018

Posting Treatment in the Chart - Three Different Methods

For some tasks in Dentrix, there are multiple ways you can complete the task, with the same end result. Charting procedures in the Patient Chart is one of the tasks where there are different methods you can use, each with their own advantages. This blog post explores three methods of charting treatment. Chances are, you’re already using one of these methods, but there might be an alternative method you can begin using, to make posting procedures a little easier.

Posting Treatment Using Procedure Buttons
One method you can use to post treatment is by using procedure buttons. Posting procedures using this method saves time because you don’t have to search through a list of procedures, and you can easily memorize which button represents a certain common procedure. These buttons can be customized to represent the most common procedures you post in your practice, as well as be customized for different Dentrix users.

To post treatment using procedure buttons:
  1. Select a patient and tooth/teeth that require treatment.
  2. Click the appropriate procedure button.
  3. Select a provider for the procedure and select an appropriate procedure status.
  4. Add surfaces or quadrants as required for the procedure and click OK to post.

Posting Treatment Using Procedure Code Panel
Another way to post treatment is by using the Procedure Codes panel. An advantage to using this method for posting procedures is that you can select multiple procedures at once and post them all at the same time. In the Procedures Codes panel you can search for and select the procedures you need from the list. If a procedure code doesn’t appear in the category list, you can add a procedure code to the list or click <<More Codes>> at the bottom of the category to see a complete list.

To post treatment using the procedure code panel:

  1. Select a patient and tooth/teeth that require treatment.
  2. In the Procedure Codes panel, expand the ADA category containing the procedure(s) you want to post and select the procedure(s).
  3. Click the Post button.
  4. Select the appropriate surfaces and/or quadrants for the procedures if needed and click OK to post.

Posting Treatment Using the Procedure Code Field
A third method you can use to post procedures is by typing a procedure code directing into the Procedure Code Listing field (between the provider drop-down list and the procedure status buttons). You probably already have many procedure codes memorized, so the ability to simply type the code into a field can really speed up the posting process because you don’t have to search for a procedure code in the list or search for a procedure button. 

To post treatment using the procedure code field:

    1. Select a patient and tooth/teeth that require treatment.
    2. Type the procedure code in the Procedure Code Listing field. Note: This field will not be present if Auto-State is turned on.
    3. Select a provider for the procedure and select an appropriate procedure status.
    4. Check the appropriate surfaces and/or quadrants for the procedure as needed and click OK to post.

    Tuesday, November 20, 2018

    Patient Appointment Information in eDex

    In a previous Tip Tuesday post, we introduced eDex as an electronic contact manager, similar to the old Rolodex you used to have at the front desk.

    You can add entries in eDex for those contacts you don’t already have in Dentrix, like your labs, pharmacies, cleaning service, IT guy, etc. But did you know you can also use eDex to find information about your patients as well?

    For example, open the eDex module and select one of your patients. The right side of the screen shows you a collection of important information about the patient, such as:
    1. Basic contact information and a More Information button you can use to get more specifics
    2. Employer and insurance information
    3. Date of the patient’s next appointment
    4. Appointment status which can be updated from the drop-down list
    5. Appointment Book button that links directly to the next appointment
    6. Patient notes
    7. Account notes (pulled from the guarantor notes)



    For additional information, read ManagingYour Contacts in Dentrix in the Dentrix Magazine online archive.