Tuesday, July 30, 2013

Options When Using Dentrix Letter Merge

You probably know that you can use the Dentrix letter merge to create custom cards and letters, but you may not realize that you can also use this feature to create patient lists. For example, if you wanted to see a list of accounts receiving a collection letter, you could generate this list pretty easily using the letter merge feature. After you have set the filtering criteria for your letters, you can make the choice to generate letters or lists.


For additional information about generating patient letters, view the various topics under Creating Patient Letters in the Dentrix Help.






Tuesday, July 23, 2013

Using the "If Not Billed Since" Option When Generating Billing Statements

Updated 1/11/19
We all know the importance of sending billing statement to those patients who own you money. But you don't want to confuse or annoy your patients by sending them statements more often than once a month. That's where enabling the If Not Billed Since option comes in.

Dentrix keeps track of the last date a billing statement was printed or sent electronically. When you generate a new batch of billing statements, check the box next to the If Not Billed Since option. A date field appears with this option and defaults to 30 days ago. This is to ensure that statements aren't sent to patients who have received one in the last month.

Let's say that you printed an individual billing statement for John Doe yesterday as he was checking out. Today, when you are printing billing statements today for patients with last names A-J,  Dentrix will only print billing statements for those families or patients who have not had a statement printed (or sent electronically) in the last 30 days--and will not print one for Mr. Doe.




Be sure to check this option when you generate billing statements so patients don't get multiple billing statements during the month, which can cause confusion.

Tuesday, July 16, 2013

Viewing Production Value of Individual Appointments

Last week, we showed you how you could see your scheduled production at a glance in the Appointment Book. Another important figure you may want to see at a glance is the scheduled production value of individual appointments. You can view the production amount of individual appointments by completing the following steps:
  1. From the Appointment Book menu click View.
  2. Select the view you're using and click Edit
  3. In the Appointment Display Info group box, select a line item and select Amount from the drop-down list of options.
    Note: The Amount will now replace the information previously being displayed on that line. Be sure to choose a line that isn't showing critical information, such as the patient Name or the Appt Reason.

  4. Click OK to save your changes.
  5. Repeat for any other views in which you want to see appointment production amounts.

Note: Dentrix rounds production amounts to the nearest dollar and camouflages them by adding a zero in front of the amount, making it less likely that patients will associate the number with revenue.

Tuesday, July 9, 2013

Viewing Scheduled Production Amounts

If you're setting daily production goals or you just want to see how productive your day is going to be, try viewing the Scheduled Production Amount in the Appointment Book. With this feature enabled, you can view your daily scheduled production amount just by glancing at the Appointment Book. It's displayed in the top right corner of the Appointment Book next to the Previous, Today, and Next buttons.


To enable this feature:
  1. From the Appointment Book menu click View.
  2. Select the view you're using and click Edit
  3. Click the View Amount option and click OK.

  4. Repeat for any other views in which you want to see the daily schedule production amount.
Note: Dentrix rounds production amounts to the nearest dollar and camouflages them by adding a zero in front of the amount, making it less likely that patients will associate the number with revenue.


Tuesday, July 2, 2013

The Difference Between Payment Agreements and Future Due Payment Plans

Dentrix allows you to manage two different kinds of payment arrangements with your patients: Payment Agreements and Future Due Payment Plans.

Payment Agreements can be used when treatment has been completed, and the balance will be paid over time. For example, if a patient has accrued a large balance and has asked to be able to make monthly payments on the balance you would set up a payment agreement.


Future Due Payment Plans can be used when treatment will be completed over time, and you want to change an account monthly. For example, if you are completing orthodontic treatment for a patient over a 24-month period, you would set up a future due payment plan to charge out a monthly amount.


With payment agreements, Dentrix keeps track of whether or not a payment has been made by a patient. With future due payment plans, Dentrix keeps track of when to post a charge for the patient.


For more information, see the Setting up Payment Agreements and Creating Future Due Payment Plans topics in the Dentrix Help.