Tuesday, July 28, 2015

Generating the Unscheduled Treatment Plans List

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. You can also identify patients who will soon lose insurance benefits for the year if they aren't seen. Once generated, this list can be used to fill holes in your schedule, too.

To generate the Unscheduled Treatment Plans List:


  1. From the Office Manager menu , click Reports > Lists > Unscheduled Treatment Plans. The Unscheduled Treatment Plans dialog box opens.


  2. In the Select Patient group box, select the range of patients you want to include in the list.
  3. In the Select Provider group box, select either Prov 1 from Family File to generate the list by the patients' default providers in the Family File, or Treatment Plan Provider to generate the list by the providers assigned to the patients' treatment plans. Then select the range of providers you want to include.
  4. In the Select Treatment Plan Amount group box, enter a minimum value in the From field, and a maximum value in the To field to include only treatment plans with a specific value. To include treatment plans of any amount, select All Amounts.
  5. In the Select Report Types group box, select the type of report to generate. The Detailed Report will list information about the treatment plan and insurance benefits. The Condensed Report will only list the patients' name, amount of the treatment plan, and the phone number. 
  6. In the Select Date Range group box, enter a date range for the treatment-planned procedures in the From and To fields. (Meaning treatment-plans created for patients within this date range.)
  7. In the Referral Procedures group box, select which treatment plans to exclude from the list. 
  8. Click OK to send the report to the Batch Processor.
For help interpreting the list once it's generated, please view the following video:



The Unscheduled Treatment Plans List is just one of the reports discussed in the "10 Basics Dentrix Reports Every Office Should Use" course at this year's Business of Dentistry Conference.  This 90-minute course offers insight into generating and interpreting the data on common Dentrix reports you should be running an regular basis. Be sure to sign up for this course at the conference.

Tuesday, July 21, 2015

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

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.



Want even more information about incorporating the Collections Manager into your office routines? Attend this year's Business of Dentistry Conference, and be sure to sign up for the "Maximizing Collections with Dentrix" course.  This 90-minute course offers insight into generating custom lists of patients, and using the list to communicate with patients about their overdue accounts.

Tuesday, July 14, 2015

Dentrix G6 Appointment Book Enhancements

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:


You can also visit www.g6.dentrix.com, or search for "What's new in Dentrix G6" in the Dentrix Help.

Tuesday, July 7, 2015

Sorting Unfiled Documents


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. The Unfiled Documents window appears.


  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, log in to the Dentrix Resource Center, click the Videos tab, and scroll to the Document Center section to find tutorial and webinar recordings.