Tuesday, August 27, 2013

Options when Generating the Aging Report

A few weeks ago we held our annual Business of Dentistry Conference. There was so much great learning going on at the conference including 14 different courses on Dentrix topics. Here's a sampling from our 10 Basic Dentrix Reports Every Office Should Use course:

The Aging Report shows all the accounts with a balance in a specific aging bracket. This report can customized to show a range of patients, providers, billing types, minimum balance, and minimum days past due. This lets you create a report that only shows you the information you want to see without having to weed through information outside your focus.

Let's say you wanted to concentrate on accounts that haven't made a payment in the last 30 days. By default the Aging Report includes all accounts, regardless of their last payment date. But, you can use the Last Pmt Before date to exclude accounts that have made a recent payment. For example, if the date entered in this field is for the prior month, Dentrix excludes any accounts that have made a guarantor payment within the prior month from the Aging Report.



For additional information about how to generate the Aging Report, see the "Aging Report" topic in the Dentrix Help Files.


Tuesday, August 20, 2013

Sending Appointment Reminders Via Email

Did you know that sending email appointment reminders is an inexpensive yet highly effective means of reminding patients of appointments? Email reminders reduce the need for reminder calls to confirm appointments because patients have the ability to confirm appointments from the email, and confirmed appointments are automatically updated in your Appointment Book.



For more information on how to set up and send email appointment reminders, browse to www.dentrix.com/getting-started/email and download a Getting Started Guide as well as watch helpful videos of the steps.

Tuesday, August 13, 2013

Entering Batch Insurance Payments

Did you know that Dentrix lets you post payments to multiple claims quickly and easily without having to open each patient's claim individually? The Batch Insurance Payment option in the Ledger lets you post payments and adjustments for all claims associated with an insurance check from one dialog box.

To use the Batch Insurance Payment option:
  1. From the File menu in the Ledger, select Enter Batch Ins.Payment. The Batch Insurance Payment Entry dialog box appears.

  2. In the Amount field, type the total amount of the insurance payment check.
  3. In the Check # field, type the check number.
  4. In the Bank/Branch # field, type the bank or branch number. This number will also print on the Dentrix Deposit Slip.
  5. Under Insurance Type, select the appropriate insurance type.
  6. To select an insurance carrier, click the Insurance Carrier Name search button, search for the carrier from which you received the payment check, and click OK.
    Note: Any pending claims for the selected carrier appear in the Pending Claims list and Dentrix enters the group plan name and group plan number in the appropriate text boxes
  7. From the Pending Claims list, select the claim that you want to post, and click Post Claim. The claim appears in the Posted Claims list.
  8. Under Insurance Payment, click Next Check to process and post the next check OR under Posted Claims, click Generate Statements to generate a billing statement.
In addition, the Batch Insurance Payment feature automatically cross checks your payment for entry errors. When you're done posting the check, if the entered check amount doesn't match the paid amount you've posted, you'll see a warning message notifying you that there has been an error and allowing you to quickly find and correct your mistake.

Tuesday, August 6, 2013

The Batch Payment Entry Utility

Did you know you can save time and reduce posting errors by using the Batch Payment Entry utility in the Ledger?

With the Batch Payment Entry utility, you can enter multiple patient payments at a time without having to open each patient's individual Ledger. Using this utility you can save time when posting payments you receive in the mail each day. The utility also helps cut down on posting errors because it lists all the payments entered, allowing you to double-check that payments have been posted correctly.

To enter batch payments:

  1. In the Ledger, click File > Enter Batch Payments. The Batch Payment Entry dialog box appears.
  2. Click the search button in the Patient Name field and select the name of the patient for whom you will post a payment. The Enter Payment dialog box appears.


  3. Enter the details of the payment as you normally would, and click OK. The payment details appear in the Batch Payment log.

  4. Repeat steps 2-3 for all other patient payments.
  5. When finished entering payments, compare the Batch Total and number of Entries in the Batch Payment Entry dialog box with your original documents as a cross check.
  6. In the case of a discrepancy, highlight the incorrect entry and click Edit.
  7. Click Close to return to the Ledger.
The next time you have a stack of payments you need to enter, try using the Batch Payment Entry utility, to see how it can streamline your process.