Tuesday, August 25, 2015

Stop Scheduling Fake Appointments to Block Off Time in Your Schedule

Updated 7/18/2019

Are you still scheduling "fake" appointments for John Doe in order to block out time in the operatory to keep patients from being scheduled there?  Well, it's time to stop! Schedule an event in Dentrix instead.

You can schedule an event (a non-patient "appointment") to block out time in the Appointment Book to close an operatory for a single day or up to a year. Events can include such things as staff meetings, vacation schedules, or holidays. Events can be manipulated much like appointments, for example adjusting the start time, the length, or even moving to the Pinboard.

Get a quick overview of how events work, including the steps to setting them up in Dentrix by watching the video below:


For additional information, see the Scheduling Events for Operatories topic in Dentrix Help.

Tuesday, August 18, 2015

Insurance Claims Setup

Updated 7/18/2019

Wouldn't it be nice if all insurance companies asked for the same information on claims? Sadly that's not the case, and you have to give the insurance companies exactly what they want, and how they want it, if you don't want those claims delayed or rejected.

It may be that a specific carrier likes you to use a certain font size, date format, or the patient's social security number to appear in place of the Chart number. Then there are those PPO companies you contract with that want to see your billing provider fees rather than the contracted fees.

In Dentrix, the Claim Setup option allows you to change your claim form to accommodate these requirements.

Watch the video below for a step by step demonstration on how you can customize your claim forms to meet the needs of the individual insurance carriers you work with.

Tuesday, August 11, 2015

Attaching and Signing Consent Forms for Treatment Cases

Updated 6/26/2019

Did you know Dentrix allows you to sign consent forms electronically and keep track of signed consent forms by attaching them to treatment plan cases? This is another step toward becoming paperless because you don't have to scan a signed document form into the Document Center.

To sign and attach a consent form to a treatment plan case:
  1. From the Treatment Planner, select a treatment case for a patient.
  2. Click the Supporting Information button in the Navigation panel.


  3. In the Informed Consent group box, expand the Select Consent Form drop-down and select the desired form.


  4. Click Add.



  5. Once the patient has read over the form, have him/her sign in the Patient/Representative signature box using the electronic signature device you have setup, and verify that the Relationship to patient information is correct.
  6. Have a representative from your practice sign the Practice signature box using the electronic signature device, and select their name from the Name search field.
  7. Click Print to give a printed copy to the patient.
  8. Click Save to save the form.
  9. Click Close to return to the Supporting information section of the Navigation panel. The form is added to the Informed Consent group box along with the date it was signed and by whom.


When a treatment case has a signed consent form attached to it, an icon appears on the left side of the case to indicate that a signed consent form is attached.


For additional information, read the article titled Using Digital Consent Forms from the Dentrix Magazine online archive.

Tuesday, August 4, 2015

Running Billing Statements for Patients on a Payment Plan

Updated 6/26/2019

One of the questions often asked our Dentrix Tech Support team, is "Can I run billing statements just for the patients on a payment plan?"

The answer is yes. The key to making this possible is to assign those patients who are on a payment agreement to a billing type reserved for that purpose.

Dentrix comes with two payment agreement billing types already set up: one for payment agreements with a finance charge, and one for payment agreements without a finance charge. If these options have changed since you installed the software, you can create and edit billing types in the Office Manager. (See the Customizing Billing Types topic in Dentrix Help for more details).

Because nearly every report and list you can generate in Dentrix (including billing statements) can be filtered by billing type, assigning patients to an appropriate billing type  is essential. Just remember that only one billing type is allowed per family, and changing the billing type for any family member affects the entire family.
To assign a billing type to a family:
  1. From the Ledger, select any member of the family for which you want to change the billing type.
  2. From the File menu, select Billing/Payment Agreement.


  3. At the top of the Billing/Payment Agreement Information dialog box, select the billing type you want to assign to the family.
  4. Click OK.

Once a family has been assigned a billing type associated with a payment agreement, you can generate billing statements as you normally would, and select that particular billing type to be included in your statement run. For more information on generating billing statements, see the Generating Billing Statements topic in Dentrix Help.

For additional information, read the Payment Agreements Benefit You and Your Patients article in the Dentrix Magazine online archive.