Tuesday, November 25, 2014

Automatically Creating Secondary Claims

Dentrix can save you time and speed up your claim process by automatically creating secondary claims when you have posted a payment to close a primary claim. In addition to having Dentrix create the secondary claim, you can have Dentrix automatically close the claim if the secondary claim comes back with no pending insurance estimate.

To automatically create secondary claims:
  1. From the Ledger, click File > Insurance Payment Setup. The Insurance Payment Setup dialog box appears.

  2. In the Additional Options group box, check the Auto-Create Secondary Claim with Primary Payment option to enable Dentrix to automatically create a secondary claim.
  3. Check the Auto-Receive Secondary Claim if No Pending Ins Estimate option to enable Dentrix to automatically post a zero payment and close out the secondary claim if the insurance estimate is $0.00.
  4. Click OK.

Tuesday, November 18, 2014

Searching for Payments

Have you ever had to research an insurance payment that you know you entered into Dentrix, but you don't know who the payment was posted to? Or, have you ever had a patient call you to talk about a payment they made "earlier this year" that they have questions about?

You can use the Search Payments utility to find specific payments that have been posted to the Ledger without having to manually look through patient accounts or running reports. You can find payments using the information you have, such as check number, date, insurance carrier, payment type, amount, or guarantor.

To use the Search Payments utility:
  1. From the Ledger, click File > Search Payments. The Search Payments dialog box appears.


  2. Enter the search criteria you want to use to search for the payment(s). You can combine several search criteria for a more precise search with fewer results.
  3. When you have entered your search criteria, click Search. Any payments matching your criteria are listed. Double-click any payment listed to open the Ledger for that patient so you can view the payment in more detail.
Want to see how to do it? Watch this video to see the process in action:

Tuesday, November 11, 2014

The Scheduled Patients Summary in the Daily Huddle Report

Did you know that you can generate a list of all patients coming in today that tells you which of the patients are overdue for continuing care, which have treatment plans, and which have family members without an upcoming appointment?  It's called the Scheduled Patient Summary, and it's a customizable report within the Daily Huddle Report.



The Scheduled Patient Summary is an important tool to use in your daily morning meetings. You can use this information to talk with your staff members about opportunities you have to discuss future appointments or other patient problems with patients coming into the office today.

To generate the Scheduled Patient Summary:
  1. From the Appointment Book, click File > Print Daily Huddle Report or click the Daily Huddle Report button. The Daily Huddle Report dialog box appears.
  2. Check Scheduled Patients Summary to include the summary when you generate the rest of the report.

  3. Click Scheduled Patients Setup. The Scheduled Patients Setup dialog box appears.


  4. Select which criteria you want to display on the summary, and click OK.
  5. Click Preview to generate the Scheduled Patients Summary.
For additional information on generating the Daily Huddle Report, see the Daily Huddle webinar recording (#56272) in the Dentrix Resource Center.

Tuesday, November 4, 2014

Viewing Patient Insurance Benefit Information in the Treatment Planner

Did you know that when you are discussing the financial considerations of a treatment plan with a patient, you can view the patient's deductibles met, benefits used, and insurance coverage breakdown, without having to switch to the Family File?

That information is available to you with the click of a button in the Treatment Planner.

To view patient insurance benefits:

  1. With the patient selected in the Treatment Planner, click the Insurance Benefits button.


    The Dental Insurance Benefits dialog box appears.

  2. Review the information with the patient and use it to explain insurance and patient portion of your fees for the planned procedure(s).
Note: The information contained in the Dental Insurance Benefits dialog box is only as accurate and reliable as your office policies about entering them into Dentrix.