Tuesday, December 30, 2014

10 Most Viewed Dentrix Tips of All Time

As a last hurrah for the year 2014, here's the top 10 Dentrix Tip Tuesday posts of all time! In descending order, here they are:

#10 -  Provider A/R Totals Report from 1/24/12

#9 - Understanding Treatment Plan Options, Part 1 from 3/12/13

#8 - Screen Capture Tool from 5/21/13

#7 - Drag and Drop Scheduling from Lists from 10/15/13

#6 - Charting Conditions using Condition Codes from 2/11/14

#5 - Save Time with the Schedule Next Button from 4/30/13

#4 - Charting Supernumerary Teeth  from 11/26/13

#3 - The Patient Visit Form from 5/7/13

#2 - Appointment Book Keyboard Shortcuts from 1/31/12

 And the #1 most viewed Tip of all time - Understanding the Ledger Display from 9/10/13

Get ready for all new Dentrix Tip Tuesday posts starting January 6th, 2015!


Tuesday, December 23, 2014

Most Popular Tips of 2014, Part 2

What a year it's been for our Dentrix Tips! Today we're rounding out the top 6 most viewed tips of 2014.  In descending order, here they are:

#6 - Using the Wait/Will Call Button

#5 - Understanding the Insurance Claims Aging Report

#4 - Deciding When to Use Procedure Notes or Clinical Notes

#3 - Differentiating Multiple Payments from the Same Patient

#2 - Using the Office Journal for Staff Reminders

 And the #1 most viewed Tip of 2014 - Charting Conditions using Condition Codes

Stay tuned next week for the top 5 Dentrix Tip Tuesday posts of all time!


Tuesday, December 16, 2014

Most Popular Tips of 2014, Part 1

What a year it's been for our Dentrix Tips! For the next couple of weeks leading up to the holidays, we've decided to post links to our 12 most popular tips of the year.  In descending order, here's the first group of our most viewed tips from 2014:

#12 - Navigating the Questionnaires Module

#11 - What Does Head-of-Household Mean in Dentrix?

#10 - Custom Billing Statement Notes

#9 - Wrapping Appointment Reasons on Appointments

#8 - Assigning Billing Types in Dentrix

#7 - Viewing Documents in the Document Center

Stay tuned next week for the top 6 tips of 2014, and the following week for the top 5 Dentrix Tip Tuesday posts of all time!



Tuesday, December 9, 2014

Closing the Office on a Selected Day

When the entire office is closed for a holiday or other event, instead of just blocking off the operatories in the schedule, the best thing to do is to close the office on that day in the Appointment Book.

If you leave the office open and just block out time, the day will still be counted as available time on your reports and your weekly and hourly production totals will be lower than they should be.

When you close the day in the Appointment Book, the day will be grayed out and will give you a warning that the office is closed if you try to schedule something on that day.

To close the office on a selected day:

  1. From the Appointment Book, click Setup > Practice Schedule. The Schedule Calendar for Practice dialog box appears.


  2. Select the day the office will be closed, click the Office Closed button, and then click Close Office on selected date. The hours will be removed from the day and it will turn gray. The day will also be grayed out in the Appointment Book.
  3. Click Close to return to the Appointment Book.
Bonus Tip:  You can also close the office for holidays that occur on the same date every year (such as July 4th or Christmas Day). When you click Office Closed, click Set Yearly Holiday on selected day. Do not use this option for holidays that occur on the same day of the week each year, but not the same date (think Thanksgiving and Memorial Day).

Tuesday, December 2, 2014

Referring Several Procedures at Once

At times a patient may have several procedures or a series of procedures that you are referring to a specialist. While you can edit each procedure individually and add the referral to each one, this process can be simplified by using the Treatment Planner to add a referral to a group of procedures at once.

To refer several procedures at once:
  1. Select the appropriate patient in the Patient Chart, and then open the Treatment Planner.
  2. Click the New Case button and create a new treatment plan case called "For Referral."
  3. Click and drag the procedures you want to refer from their current treatment-planned case into the "For Referral" case you created.
  4. Select the "For Referral" case and click the Update Case Status button, and select the Referred status. The Update Current Case Status dialog box appears.

  5. Click Referred search button >> to select the provider to whom you are referring the procedures.
  6. Click OK. The case will be marked as Referred. All the procedures in the case will be marked as referred in the Progress Notes, and the procedure amounts will be zeroed out.