Tuesday, July 29, 2014

Using the Family Appointment List

Updated 4/25/2019

Did you know that with the click of a button, you can see a comprehensive list of not only a selected patient's scheduled and broken appointments, treatment plan information, and unscheduled continuing care, but also view that same information for everyone in that patient's family? It's all available in the Family Appointment List.

To use the Family Appointment List:
  1. Open a patient's appointment in the Appointment Book.
  2. Click the Other Appt(s) button.
The Family Appointment List is divided into three sections:

  1. This section of the list shows everyone in the family, their position in the family, their age, and their continuing care due dates.
  2. This section of the list shows upcoming appointments the patient is scheduled for, continuing care for which the selected patient is due but does not have an appointment, and past appointments (which have an asterisk next to the date).
  3. This section of the list shows the patient's treatment-planned procedures, including any visits order that have been set up in the Treatment Planner. A question mark next to a treatment-planned procedure means it does not have a visit assigned to it. An asterisk next to a procedure means it is scheduled.
You can create a new appointment for a patient directly from the Family Appointment List by clicking the Create New Appointment button.

You can view the details about one of the patient's scheduled appointments by selecting the appointment in the list and clicking the View Appointment button.

For additional information, read Viewing Patients' Other Appointments in Dentrix Help.

Tuesday, July 22, 2014

Reviewing Past Practice Advisor Reports

Updated 4/25/2019

Did you know that Dentrix stores a copy of each Practice Advisor Report you generate? These stored reports make it easy to compare the information from past reports with current reports, and see how that information has changed. And because these reports are stored in Dentrix, you don't have to store paper copies that take up filing cabinet space.
To review past Practice Advisor Reports:
  1. From the Office Manager's Analysis menu, click Practice Advisor, and click the Report History button. 

Reports are grouped by date and then listed by the time each was generated. You have the following options for viewing reports listed here:
  • Expand List/Collapse List - click these buttons to expand or collapse all items.
  • Preview - Click this button to preview a selected report. This button is only active if a report time is selected (see image below).
  • Delete - Click this button to delete the selected report. This button is only active if a report time is selected.

Previewing past reports is quick and easy because Dentrix doesn't have to regenerate the report.

For more information about the Practice Advisor Report, read the Dentrix Magazine article titled, Measuring Your Practice's Financial Health in the online article archive.

Tuesday, July 15, 2014

Deleting Unused Continuing Care Types

Updated 4/25/2019

Did you know that you can only delete a continuing care type if the type is not in use? If you try to delete a continuing care type that is still assigned to patients, you'll see an error message. Don't worry though. You can still delete the continuing care type by following these steps.

Create a temporary continuing care view to find patients who are still attached to the type you want to delete:

  1. From the Appointment Book, click the Continuing Care button. 
  2. From the Continuing Care module, click Views > Temporary View


  3. Select the continuing care Type you want the list to include from the drop-down options (the type you want to delete) and select the With CC option.
  4. In the Due Date Span group box, the increments should be <ALL> to <ALL>.


  5. Make sure that all other filters are set to <ALL>.
  6. Click OK to load the temporary view.
This view contains a list of all patients currently attached to the type you want to delete. Use this list to open up individual patient's continuing care, and clear that type from their account.

Once you have cleared the continuing care type from each patient on the list, you can then delete it. 

To delete a continuing care type:
  1. From the Office Manager, click Maintenance > Practice Setup > Continuing Care > Continuing Care Setup


  2. Select the continuing care type you want to delete. Click Delete. A warning message box appears.


  3. If you want to delete the continuing care type, click Yes.
For additional information, see the Dentrix Magazine article titled, Spring Cleaning: 6 Ways to Clean Up Your Dentrix Database--paying particular attention to item #6 in the list.

Tuesday, July 8, 2014

Deciding When to Use Procedure Notes or Clinical Notes

Updated 4/25/2019

In Dentrix, there are two places you can note clinical details related to patient treatment: procedure notes and clinical notes.

Procedure notes are directly associated with an individual procedure. They are primarily used to document completed procedures for reference purposes. Clinical notes are free-form notes that are generally thought of as medical journal notes that do not need to be associated with a specific procedure. Clinical notes can be signed and locked immediately in Dentrix.


The decision to use a procedure note or a clinical note depends on what you are documenting. If you are documenting that a procedure was completed and providing specifics about the procedure, use a procedure note. If you need to provide additional information about a procedure, visit, or patient health status, or you need to sign and lock a note to ensure accuracy, use a clinical note.




For additional information, about procedure notes, see the Adding Procedure Notes topic in Dentrix Help.

For additional information about clinical notes, and using clinical note templates, see the Dentrix Magazine article titled, Stay On Top of Your Clinical Notes in the online magazine archive.

Tuesday, July 1, 2014

Customize Procedure Button Sets in the Patient Chart

Updated 4/25/2019

Did you know you can customize the procedure buttons and button sets in the Patient Chart? You can create new buttons, edit, customize, and delete existing buttons. Plus, you can create different sets of buttons to match the procedures you perform in your office most often, or even for procedures specific to an operatory.

For example, let's say that you have reserved an operatory in your office for perio work. You want to create a button set for this specific operatory that is based on the existing button set you have for hygiene, but with two gingivectomy codes (D4210 and D4211) added to it.

To customize a procedure button set:
  1. From the Patient Chart, click Setup > Procedure Button Setup.

  2. From the Button Set drop-down list, select the existing button set you'd like to customize. 
  3. Click New to create a new procedure button for this set.

  4. In the Select Code group box, use the drop-down list to select the individual procedure you want to add.
  5. In the Select Tooltip Text group box, do one of the following:
    • Use Procedure Description - select this option to assign the ADA procedure description
    • Use Custom Text - select this option to create your own procedure description
  6. In the Select Button Face group box, do one of the following:
    • Use Image - select this option to assign an image to the button being created. Use the drop-down options to either create a New Image or use the Choose Image option to select an image file already created in Dentrix.
    • Use Code Text - select this option to assign text to the procedure code instead of a button image, and then select a font from the drop-down list.
  7. Click OK.
  8. Click Save Button Set to save the procedure buttons you have customized. 
  9. In the New Button Set Name field, give the set you have created a name and click OK.

  10. Click Close.
For more information and specific steps to edit, delete, or move a procedure button up or down with the set, see the Setting up Procedure Buttons Overview topic in Dentrix Help.