Tuesday, October 29, 2013

Setting up Fast Checkout Options

Updated 1/14/2019

You've probably used the Fast Checkout button many times, but did you know that you can customize the tasks that are performed when you click it?



The Fast Checkout button, used as a patient checks out of your office, completes three important tasks all at once: it posts a payment, generates an insurance claim, and prints a receipt. You can customize these options to fit the needs of your office.

To set up your checkout options:
  1. From the File menu in the Ledger, click Fast Checkout Options Setup.


  2. Check the boxes nest to the tasks you want to perform when the Fast Checkout button is clicked in Dentrix.
  3. To print appointment reminder labels for patients when they check out, click Print Appointment Reminder Label. The label will print to the label printer you have set up in the Office Manager (File > Printer Setup.)
  4. To select checkout options for each patient because they tasks you perform at checkout vary, click Always Show Checkout Options.
  5. Click OK to save your settings.

By setting up these options, you'll be guided through the checkout process, saving you (and the patient who is anxious to leave your office) time.

For additional information on the checkout options, see the Setting up Fast Checkout Options topic in the Dentrix Help.

Tuesday, October 22, 2013

Find Patients with Unscheduled Treatment

Updated 4/27/2020

One of the most powerful tools available in Dentrix is the Treatment Manager. You can use the Treatment Manager to generate a list of patients with unscheduled treatment. Since the list is interactive, you can work directly from the list to call patients, send email messages, generate patient letters, make Office Journal notes, and access the Treatment Planner.

You can set filters to find specific groups of patients you want to schedule for treatment. With the temporary closure of dental offices due to COVID-19, you may want to concentrate on finding patients with treatment-planned procedures within a certain range, for example four-surface restorations that you are worried could turn into crowns.

To access the Treatment Manager, from the Appointment Book click the Treatment Manager button.


In the Treatment Manager View dialog box, set filters you need to find specific groups of patients.


For example, you can set filters to search for only active patients who have had treatment plans in the last year that include a specific set of procedures. You can also set filters to find patients with specific insurance plans and remaining benefits. Set the filters you want, and click OK.

From the information on the list you generated, you can contact patients and access the Patient Chart and Treatment Planner to see additional information as needed.



For more information about using the Treatment Manager to contact patients to schedule treatment, and using Dentrix tools to do so, read the Act Now to Boost Year-End Profits and Using the Treatment Manager to Keep Your Schedule Full articles in online Dentrix Magazine archives.

Tuesday, October 15, 2013

Drag and Drop Scheduling from Appointment Lists

Updated 4/27/2020

Did you know that you can drag and drop an appointment from any of the Appointment Book lists right into an open time slot on the schedule?

First, from the Appointment Book toolbar, click Appt List. Select the list you want to work from in the Select List drop-down, such as the Unscheduled List, ASAP List, or Pinboard List.


Then, while viewing the list, click a patient's appointment to select it, and then drag it to an open spot in the Appointment Book. Once you confirm the movement of the appointment, it no longer appears in the list it came from.



Don’t spend time recreating appointments. When you drag an appointment to a new time, all the procedures and providers attached to the original appointment are moved with it. It makes rescheduling appointments a breeze.

To learn more, read The New Dentrix Appointment List article in the Dentrix Magazine online archive.

Tuesday, October 8, 2013

Setting Up Document Types

Updated 9/27/2019

When you save a document in the Dentrix Document Center, you must assign it a document type as a way of categorizing it. By default, Dentrix comes with several different document types that you can use to categorize patient documents, but you can also create additional document types or modify existing ones to more closely align with how your office works.

You'll want to quickly find these documents at a later time, so using a type that is descriptive of the documents assigned to it is essential.

To set up a new document type, and edit or delete a default type:
  1. In the Document Center, select Setup > Document Types.



  2. Add, edit or delete a document type:

    • To add a new document type, enter a description for the document type in the Description field and click Add.

    • To modify an existing document type, select the document type from the list, and click Change. Replace the existing description with a new description.

    • To delete an existing document type, select the document type from the list and click Delete. Click Yes to the confirmation message that appears.
      Note: If the document type is attached to documents in the Document Center, the Delete Document Type dialog box appears. Select another document type to assign all the documents to when the document type is deleted.


  3. Click Close to return to the Document Center.

Note: Only document types that do not contain signed documents can be modified or deleted.

You may find that the default document types are sufficient for the way your office stores information. Or you may need to add or modify document types to better organize documents in a way that make sense with how your office works. Either way, set up document types that help you to manage, and later find the documents stored in the Document Center.

For more information, see the various topics under Assigning Document Types in Dentrix Help:



Tuesday, October 1, 2013

Splitting a Primary Insurance Claim

Updated 1/14/2019

At times, insurance carriers will send a partial payment for an insurance claim. You can post the partial payment while still keeping track of the unpaid procedures by splitting the claim. Once the original claim is split into two or more separate claims, you still have all the reports and options available with any unpaid claim.

To split a primary insurance claim:

  1. With a patient selected in the Ledger, from the transaction log, select the primary insurance claim you want to split.
  2. From the Insurance menu, click Split Primary Claim.


  3. Under Claim #1, select the procedure(s) that you want to move to the second claim. Click the Down Arrow button. Dentrix moves the selected procedures to the Claim #2 area.


  4. Click OK to exit. Two claims with the same date appear in the Ledger.
For more information on splitting claims, see the Splitting Claims topic in the Dentrix Help.