Tuesday, April 29, 2014

Using the Patient Report (By Filters) to Find Specific Groups of Patients

The Patient Report (by filters) report in Dentrix allows you to create custom reports. You can use it to find patients in your database using over 30 different filters, and it provides you with the ability to choose what information about those patients should be included in the report.

You can use the Patient Report (by filters) to find a variety of information that's not in other Dentrix reports, including:
  • Patients who came in for a new patient exam but have not returned for a follow up or recall visit
  • Patients who were referred to your practice this month who had restorative work completed
  • Patients with a specific medical alert
  • Patients (both active and inactive) attached to a continuing care type you want to delete
To generate the Patient Report (by filters) report:
  1. From the Office Manager, click Letters > Misc. > Misc. Letters, select Patient Report (by filters), and then click Edit.
  2. In the Patient Report View dialog box, select the criteria you want to use to filter patients.


    *Note: Filters that allow you to check different options (such as Gender or Position) can be left unchecked if you want to include all the filter options in your search. For example, you can leave Male and Female unchecked and Dentrix will include both male and female patients. But if you just wanted male patients, you would need to check Male and leave Female unchecked.
  3. Click OK.
  4. With Patient Report (by filters) still selected in the Misc. Letters dialog box, click Create/Merge.
  5. From the Create/Merge Options dialog box, uncheck Add to Journal. With Create Data File and Merge Letters selected, click OKOnce the merge is complete, you can view or print the list from Microsoft Word.
To learn more about how to generate the kinds of reports mentioned above, and how to get the most out of using the Patient Reports (By Filters) option, sign up for the Generating Custom Reports in Dentrix course offered at this year's Business of Dentistry Conference.

Visit http://businessofdentistry.com/dentrix/ for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered. 

Tuesday, April 22, 2014

Entering Patient Disability Status for Insurance Claims

Did you know that you can set a patient's permanent disability status for insurance claims from either the Family File or the Appointment Book? When you enter that information from either of these modules, it is marked by default every time you generate a claim.

From the Family File:
  1. With a patient selected, double-click the Insurance block to open the Insurance Information dialog box.

  2. Click the Insurance Claim Information button to open the Insurance Claim Information dialog box.

  3. In the Additional Information section, you can mark the box for Disabled, as well as enter other information about accidents and injuries.
  4. Click OK to save your changes.
  5. Click OK to return to the Family File.
From the Appointment Book:
  1. Double-click the patient's appointment to open the Appointment Information dialog box.


  2. Click the Ins Claim Info button to open the Insurance Claim Information dialog box.


  3. In the Additional Information section, you can mark the box for Disabled, as well as enter other information about accidents and injuries.
  4. Click OK to save your changes.
  5. Click OK to return to the Appointment Book.
For additional information about setting insurance claim information, see the "Setting default claim information" and "Editing insurance claim information" topics in the Dentrix Help.

Default insurance claim information is a topic covered in the Streamlining Insurance Processes course offered at this year's Business of Dentistry Conference.

Visit http://businessofdentistry.com/dentrix/ for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered. 

Tuesday, April 15, 2014

Assigning Billing Types in Dentrix

If you want a convenient way to filter patients for reports, correspondence, and other office tasks (such as applying billing or late charges) then you should be using billing types. Nearly every report and list you can generate in Dentrix can be filtered by billing type, so assigning patients to an appropriate billing type allows you to generate reports and lists for a specific group of patients.

To assign a billing type to a family:
  1. From the Family File, select the head-of-household for the family.
  2. Double-click on the Balance/Billing Type block to open the Billing/Payment Agreement Information dialog box.

  3. In the Billing Type section, select the billing type you want to assign to the family.

  4. Click OK.
For more information about how to customize billing types, as well as a list of the 10 default billing types that come standard with Dentrix, see the "Customizing billing types" topic in the Dentrix Help. 

Filtering lists and reports using patient billing types is a topic covered in the 10 Basic Dentrix Reports Every Office Should Use, Ins and Outs of Dentrix Billing Statements, and Maximizing Collections with Dentrix courses offered at this year's Business of Dentistry Conference.

Visit http://businessofdentistry.com/dentrix/ for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered. 

Tuesday, April 8, 2014

Customizing Continuing Care Intervals for Individual Patients

When you use the continuing care system in Dentrix, each patient is attached to their own continuing care type(s). These continuing care types are set up with defaults (like six months between prophy visits) but Dentrix allows you to adjust the interval for each continuing care type on a patient-by-patient basis.

When you adjust the intervals for individual patients, every patient can be set up on exactly the interval they need and their continuing care due dates will reflect their own intervals instead of the standard intervals used for the rest of the practice.

To change a continuing care interval for a patient:

  1. With a patient selected in the Chart, click the Continuing Care button. The Continuing Care dialog box appears with the patient's name included in the title bar.


  2. Double-click the continuing care type to be changed. The Edit Continuing Care dialog box appears.


  3. To set the interval for the patient's continuing care, click the search button next to the Due Date field. The Set Interval dialog box appears.


  4. Change the interval to reflect the amount of time that should elapse between the patient's continuing care visits. If you want the interval to extend an extra day to prevent insurance billing problems, select +1 Day. Click OK.
    Note: When you change the interval, the patient's continuing care due date is automatically updated to reflect the new interval period. You can manually reset the date by typing the date in the New Due Date field after you set the interval.
  5. Close the Continuing Care module.
For more in-depth training on customizing your continuing care program for your patients, sign up for the Continuing Care from the Hygiene Chair course offered at this year's Business of Dentistry Conference. 

Visit http://businessofdentistry.com/dentrix/ for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered. 

Tuesday, April 1, 2014

Hiding a Patient on the Treatment Manager List

The Dentrix Treatment Manager is an interactive tool that allows you to generate a list of patients with outstanding treatment plans. You can use this list to contact patients and encourage them to schedule an appointment.

As you are contacting patients using the Treatment Manager List, you may want to temporarily remove a patient from the list because you have already made contact with them, or because you don't want to contact them for a specific reason (such as an outstanding balance). You can temporarily hide patients from the list so you can continue working from the list to contact other patients.

To hide a patient from the list:
  1. From the Appointment Book, click the Treatment Manager button. Set your View options and click OK. The Treatment Manager window appears.


  2. Right click on the patient's name you want to remove from the list.
  3. Click Hide Patient. The patient is removed from the list until the next time the list is generated.

For more information about using the Treatment Manager, see the "Treatment Manager" webinar recording (article # 41885) in the Dentrix Resource Center, or the various topics under Treatment Manager in the Dentrix Help.


For a more in-depth learning experience, sign up for the Using the Dentrix Treatment Manager to Fill your Schedule course offered at this year's Business of Dentistry Conference. 

Visit http://businessofdentistry.com/dentrix/ for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered.