Tuesday, December 17, 2013

Customizing Appointment Information Initial Reasons

To save you time when scheduling appointments, Dentrix allows you to create a list of up to 20 appointment reasons that can be quickly accessed in the Appointment Information dialog box.

While this list is customizable, there are some guidelines for the appointment reasons that can be listed here:

  • The reasons must reference an existing procedure code or multi-code.
  • The reason must not reference a procedure or multi-code that requires a tooth number, surface, quadrant, or sextant.
You can customize Appointment Reasons from the Office Manager > Practice Setup > Definitions > Appointment Reasons.
Watch the following Dentrix Does It video for steps on how to customize the procedures within the Initial Reasons section of the Appointment Information dialog box.

Tuesday, December 10, 2013

Our 100th Tip Post

Today we are celebrating our 100th Tip Tuesday post!  Hopefully our previous tips have been useful in some way, and made working with Dentrix a little bit easier, or a little bit faster, or have helped to show you something you didn't know about before.

Not that we're in to popularity contests, but here are the the 5 Most Popular Tips of All Time.  Readers have tuned in to these posts more than any others since the blog launched in 2012.
  1. Understanding the Ledger Display (from Sept. 10, 2013)
  2. Appointment Book Keyboard Shortcuts (from Jan. 31, 2012)
  3. The Patient Visit Form (from May 7, 2013)
  4. Save Time with the Schedule Next Button (from April 30, 2013)
  5. Drag and Drop Scheduling from Lists (from Oct. 15, 2013)
Need a memory refresher? You're not alone. Our readers don't just read the tip for the current week, they go back and read past tips as well. To help speed up the review process, here are the 5 Most Viewed Tips in the last 100 Days.
  1. Assigning a Default Provider for Continuing Care Types ( from Sept. 3, 2013)
  2. Multi-Code 101 (from Sept. 17, 2013)
  3. Options when Generating the Aging Report (from Aug. 27, 2013)
  4. Sending Appointment Reminders via Email (from Aug. 20, 2013)
  5. Splitting a Primary Insurance Claim (from Oct. 1, 2013)
Some of the tips we share have a really good first week, racking up a high number of visits in their first few days. Here are the 5 Most Viewed Tips During Their Debut Week:
  1. Screen Capture Tool (from May 21, 2013)
  2. Dentrix Reports Reference (from Nov. 19, 2013)
  3. Tracking Broken Appointments (from Nov. 5, 2013)
  4. More Information Button (from June 11, 2013)
  5. Insurance Menu Option Not Available (from April 2, 2013)
With new tips every week, how do you keep track of the information they provide? How can you organize the tips so you can find the information again quickly? 

One way you can organize and save these tips for future reference is to create (or add to) a Pinterest board. We've created a Dentrix Tips collection of boards on Pinterest where each of the tip topics is categorized, making it easier to find what you're looking for. Find the Dentrix board that relates to your job in the office and click the "Follow Board" link. As new tips are added to the boards you follow, they appear in your Pinterest feed. Or, you can always create your own Dentrix boards and use the "Pin it" links on each of the tips to create your own, personalized collection of tips you want to remember. Our Dentrix Tips collection includes past eNewsletter articles from the Tips and Tricks column, as well as the weekly Tip Tuesday tips

Start your collection of tips today!

Tuesday, December 3, 2013

Contacting Inactive Patients

The key to a thriving dental practice is having your patients return to your office for routine hygiene visits and recurring exams.  But the reality is that some patients tend to fall off the radar. Did they move? Did they find another dentist? Are they just not making new appointments?  It's not always easy to know the answer to these questions, or to even know who these patients are.

With Dentrix you can run the Inactive Patient List to find three types of patients:

  • Patients who have not been back to the office recently (you can set a date to search for)
  • Patients who have no continuing care and no future appointments
  • Patients who are already flagged as inactive in the Family File
Generate the Inactive Patient List from the Office Manager by clicking Reports > Lists > Inactive Patient List.  From the dialog box that appears, select the filtering options for the type of report you want to run, and generate the list.

Once you have your list of patients, you can use the default Inactive Patient letters within Dentrix to reach out patients and invite them to contact you or schedule appointments to get them back on track.

For more information about using Dentrix letters to contact inactive patients, see the "Merging Dentrix letters" topic in the Dentrix Help. For more information on generating the Inactive Patient List, see the "Inactive Patient List" topic in the Dentrix Help.