Tuesday, February 25, 2014

Show Treatment Plan Totals in the Treatment Manager

Many offices have a substantial amount of potential revenue sitting untouched in their patient treatment plans. The Treatment Manager helps you take advantage of that potential income by allowing you to quickly generate a list of patients with treatment planned procedures that meet certain criteria you set, and that you can contact and get back on your schedule.

You can access the Treatment Manager from the Options menu in the Appointment Book or from the toolbar of the Questionnaires, Treatment Planner, or Patient Chart modules.

One of the options you can show in the Treatment Manager list is Show Totals. By checking this box you will see a totals box that displays at the bottom of the Treatment Manager and shows corresponding totals for the columns you included in the list.



These columns with corresponding information seen in the Totals area can include:

  • TP Total - The total dollar amount of the treatment-planned procedures for the patient.
  • TP Ins Est - An estimate of the dollar amount the insurance carrier will pay toward the total treatment plan amount.
  • TP Pat Est - The total dollar amount the patient will owe on treatment-planned procedures after the insurance carrier pays.
  • # TP Proc - The number of procedures in the treatment plan.
  • Pri Rem - The estimated dollar amount the patient has remaining in annual primary insurance benefits.
  • Sec Rem - The estimated dollar amount the patient has remaining in annual secondary insurance benefits.


Seeing these totals makes it clear just how much potential income is sitting in treatment-planned procedures, and because it is subtotaled by patient within the list, you can decide how you want to concentrate your efforts in scheduling those patients.

For more information on how to generate the Treatment Manager list, and options for information you can include in the list, see the "Treatment Manager Overview" topic in the Dentrix Help, and explore the various sub-topics listed there.

Tuesday, February 18, 2014

Generating the Practice Treatment Case Report

Outstanding treatment plans can be one of the most valuable sources of revenue for your practice. It's important to track how well you are doing with case acceptance and to find outstanding treatment so you can make sure you are addressing your patients' health needs and being as profitable as possible.

The Practice Treatment Case Report shows a detailed report of all patients with treatment plans. With this report, you can see the total number of accepted and rejected cases.

To print the Practice Treatment Case Report:
  1. In the Treatment Planner, from the File menu, click Print > Practice Treatment Case Report. The Practice Treatment Case Report dialog box appears.
  2. From the following group boxes, select the information that you want included in the Practice Treatment Case Report.
    1. Select Patient - If you want to limit the report to specific patients, use the search buttons to select a range of patients. To include all patients, leave the range set to <ALL>.
    2. Procedure Code Date Range -If you want to limit the report to include only procedure codes posted within a specific date range, use the drop-down lists to select the appropriate From and To dates. To leave the dates open-ended, select All Dates. Select Entry Date or Procedure Date.
    3. Case Fee Expiration Date Range - If you want to limit the report to include only treatment plans that expire within a specific date range, use the drop-down lists to select the appropriate From and To dates. To leave the dates open-ended, select All Dates.
    4. Select Provider - If you want to limit the report to certain providers, use the search buttons to select a range of providers, or to include all providers, leave the range set to <ALL>.
    5. Select Billing Type - If you want to limit the report to specific billing types, use the search buttons to enter a range of billing types, or to include all billing types,  leave the range set to <ALL>.
    6. Report Options - Check one or more of the options to include on the report:
    7. Include Cases With - Select the case statuses that you want to include. Or, check All to include all statuses. Select the case sensitivities you want to include, or check All to include all sensitivities. 
    8. Patient Privacy - Select one or more of the options.
  3. To save your custom report settings, check Save as Default.
  4. To preview the report before printing, check Print Preview.
  5. Click OK to print the report.
Similarly, you can print a Patient Treatment Case Report to see a detailed report of treatment plan cases entered for a specific patient. For information on generating this report, see the "Printing patient treatment case reports" topic in the Dentrix Help files.

Tuesday, February 11, 2014

Charting Conditions using Condition Codes

Dentrix makes it easy for the clinician to quickly and completely document exam findings and dental conditions in the Patient Chart.

If you want conditions to show on the Graphic Chart, then you can chart them using condition codes. These codes function like all other procedure codes in Dentrix, allowing you to input a tooth, surface, or quadrant. However, condition codes do not show in the Ledger.


  1. From the Patient Chart, select a patient.
  2. From the Graphic Chart, click the tooth or teeth that you want to apply a condition to.
  3. From the Procedure Codes panel, click Conditions, and then from the list, click the condition(s) that apply.
  4. From the Procedure Codes toolbar, click the Post button.
Dentrix adds the condition to the Progress Notes panel and paints the tooth (as appropriate) in the Graphic Chart.


Bonus Tip:  You can customize the chart colors to paint condition codes so that they stand out from your other charted procedures by clicking Setup > Chart Display Setup. Choose a color by clicking the Conditions/Diagnoses down arrow. Click OK to save your color changes.



Tuesday, February 4, 2014

Custom Billing Statement Notes

Did you know that you can create templates for notes that you want to appear at the bottom of billing statements? With Dentrix, you can create a library of custom billing statement note templates you can use to print messages on billing statements, such as holiday hours, information for online payment options, extended office hours, etc.

To set up custom billing statement note templates:

  1. From the Office Manager, click Maintenance > Practice Setup > Custom Notes > Billing Statement Notes Setup. The Custom Billing Notes Setup dialog box appears.
  2. Click New to add a new note. The New Custom Billing Statement Note dialog box appears.
  3. Enter a description for the note in the Description field.
  4. Enter the note text in the Note field. If desired, click the spell check button to check the spelling of the note.
  5. Click OK.
You can also edit any of the existing notes by clicking on the Description of any note and then clicking the Edit button to make changes to it.

To add a note template when you generate billing statements, from the Billing Statement dialog box, click the Statement Notes button. This will open the Insert Custom Billing Statement Note dialog box from which you can select the Description of the note you want to add to the statement, and click OK.

Using custom billing statement notes can really speed up your billing statement process, and save you from having to retype the same note on individual statements!
For more information see the "Generating billing statements" and "Adding billing statement notes" topics in the Dentrix Help.