Tuesday, July 28, 2015

Generating the Unscheduled Treatment Plans Report

Updated 4/27/2020

Did you know you could have hundreds (if not thousands) of dollars in production lying in unscheduled treatment plans? With the Unscheduled Treatment Plan List, you can quickly identify patients with treatment-planned procedures that have been posted to the Patient Chart or Ledger but not scheduled in the Appointment Book.

Once generated, the Unscheduled Treatment Plans Report also shows a patient’s remaining insurance benefits and the benefit renewal month, which you can use to help the patient understand the importance of scheduling treatment.

To generate the Unscheduled Treatment Plans List:

  1. From the Office Manager menu, click Reports > Lists > Unscheduled Treatment Plans.


  2. Select a range of patients to include in the list and which patient status(es) to include.
  3. Select to generate the list by either the patient's Prov 1 from Family File or by the Treatment Plan Provider. If you select Treatment Plan Provider, enter a range of providers to include.
  4. Under Select Treatment Plan Amount enter a range of amounts to include.
  5. Under Select Date Range, enter a range of treatment plans to include.
  6. As needed, select the procedures you want to exclude form the list.
  7. Click OK to send the report to the Batch Processor.

For help interpreting the list once it's generated, please view the following video:



For additional information, read the Mining for Gold: Three Reports for Searching Out Unscheduled Treatment article from the Dentrix Magazine online archive.

Tuesday, July 21, 2015

Generate a List of Patients with Outstanding Balances with the Collections Manager

Updated 6/26/2019

With the Dentrix Collections Manager, you can quickly generate a list of patients with overdue balances based on criteria you select. Do you want to find patients with a specific minimum balance due? Or do you want to find only the patients past due 60 days or more?

It's easy with the Collections Manager. Plus, not only can you generate a list of patients, you can merge a collection letter, create a new email message, or have all the information you need to make a collections phone call right from the Collections Manager.

You launch the Collections Manager from the Office Manager.  Click the Collections Manager button, or click Analysis > Collections Manager.



The Collections Manager View dialog box appears allowing you to filter the patient accounts you want to see in the list.


Watch the video below for an in-depth look at filtering your patient list using the Collections Manager.



For additional information, read the Simplify Collections with the Collections Manager article in the Dentrix Magazine online archive.

Tuesday, July 14, 2015

Dentrix G6 Appointment Book Enhancements

Updated 6/26/2019

For those of you who have already upgraded to Dentrix G6, here a just a few new features and enhancements related to the Appointment Book you may not be aware of:

  • When you archive a patient, that patient’s appointments are removed from the Unscheduled List.

  • When you click the Tx button to select treatment-planned procedures for the appointment reason, the procedures listed there are now grouped by treatment plan case.

  • Purged appointments now appear in the Audit Trail Report.

  • Only one person can edit the Appointment Book day note at a time. When someone is editing the note, the note is now locked so that no one else can edit it at the same time.

For more information on other Dentrix G6 features, read these past Tip Tuesday posts:

Tuesday, July 7, 2015

Sorting Unfiled Documents

Updated 6/26/2019

With Dentrix G6, you can now sort the documents in the Unfiled Documents folder in the Document Center either by the date they were scanned or by the time they were scanned/printed to the Document Center. That makes it easier to find documents if you know when you scanned them or on what day you scanned them.

To sort the documents in the Unfiled Documents window:
  1. From the Document Center, click the Unfiled Documents button.



  2. Click on the Time column header to sort the window by the time the documents were scanned.
  3. Click the Date column header to sort the window by the date the documents were scanned.
  4. Edit the document information and assign the documents to patients as needed.

Another new feature of Dentrix G6, is that when you have more than 40 files in the Unfiled Documents folder, you receive a message when you open the Document Center letting you know there are of documents waiting to be filed.


For more information on using the Document Center, visit the online Dentrix Help and read the topics listed under Document Center on the left margin.