Tuesday, June 26, 2012

Marking Multiple Procedures as Referred


You may be aware that you can double-click one procedure at a time in the Patient Chart and assign referral information. But did you know you can also do this for multiple procedures at a time, or that you can refer procedures you are currently posting for the selected patient? Watch this short video demonstration below to see how:

Tuesday, June 19, 2012

Use PowerPay to Process Recurring Charges

Are you using PowerPay to collect payments from patients on a payment agreement? Set up recurring charges (called consents) so a patient’s credit card is automatically billed at previously designated intervals. That way, you are guaranteed to receive full payment on time without making collections calls.


To learn more, see the Processing Recurring Charges with PowerPay Getting Started Guide.

Tuesday, June 12, 2012

The Hover Window

Tired of having to open the Family File or click the More Information button from an appointment to find information about a patient? Instead, use the Hover Window option. Customize the hover window and view the kind of information your office will need to see.


For more information about customizing the Hover Window feature, see knowledgebase article #47550 in the Dentrix Resource Center.

Tuesday, June 5, 2012

The Dentrix Collections Manager

If you need a report from which you can view patient balance information, and use filter criteria to identify patients based on account aging, insurance claim status, or last payment date, use the Collections Manager.



Once you have customized the report by selecting from over 30 columns of information to display, you can use it to generate collection letters or send email messages, or use it as a list to make collections phone calls from. For more information on generating and running this report, see the Collections Management webinar recording in the Dentrix Resource Center.