Tuesday, January 26, 2016

The Birthday List

Updated 8/23/2019

Did you know Dentrix has a list you can generate that will show you a list of patients with a birthday within a specified date range? You can use this list to plan your birthday postcard mailings, and it's super convenient because you have the option to either print the list or to print mailing labels.

To generate the birthday list:
  1. From the Reports menu in the Office Manager, point to Lists and then click Birthday List.

  2. Type the Report Date that you want to print on the report. The default is the current date.
  3. In the Select Patient group box, enter the range of patients that you want to include in the list in the From and To fields.
  4. In the Select Provider group box, enter the range of providers that you want to include in the list in the From and To fields.
  5. In the Select Birth Dates group box, type the range of birth dates to print (Month, Day, Year) in the appropriate fields. To print a list of patients born within a specific month, type the month and leave the day and year blank. To search within a date range, select Search as Date Range.
  6. In the Select Report Type group box, select one or both of the following:

    • Birthday List - to print the birthday list
    • Mailing Labels - to print mailing labels for the list. Select the number of columns on the label sheet.

  7. Click OK to send the report to the Batch Processor.

For more information on using the Birthday List, watch the following video:

Tuesday, January 19, 2016

Generating a List of Patients Who Had Appointments When the Office Closed

Updated 4/27/2020

When you stopped seeing patients and shut down your practice, you likely worked to cancel patient appointments by either breaking the appointment in Dentrix or marking it as Wait/Will Call.

Understanding what happens to an appointment when you use each of these methods will help you be able to find them again when it's time to reschedule.
  • Breaking an appointment adds it to the Unscheduled List. All the appointment information (provider, procedures, appointment length) is preserved in the Unscheduled List, and the broken appointment counter in the Family File is updated.
  • Marking an appointment as Wait/Will Call in the Appointment Information dialog box also adds it to the Unscheduled List. The appointment information is preserved in the Unscheduled List, but the broken appointment counter in the Family File does not get updated. This method generally used when a patient cancels their appointment with plenty of advance notice but doesn't want to (or can't) reschedule right away.
You can access the Unscheduled List from the Appointment Book by clicking Appt List on the toolbar. Then click Select List, and from the options in that appear, select Unscheduled List.



The Unscheduled List is broken down into two types of appointments: Broken and Wait/Will Call. This should be your "go-to" list to find those patients who previously had an appointment on your schedule, but had their appointment cancelled.


Included in the list of patients is all the information you need to make a call and reschedule the appointment: patient phone number, appointment length, appointment reason/procedures, and so forth. Plus, there is an Office Journal button built into the Unscheduled List toolbar that you can use to document the phone conversation you have with the patient.

If the patient is ready to reschedule the appointment, you can click and drag the appointment to an open spot in the Appointment Book, or onto the Pinboard. You can also double-click the information on the Unscheduled List to open the Appointment Information dialog box and manually make changes to the date, time, operatory, provider, and so forth as needed.

As a cleanup measure, you should delete appointments that will never be rescheduled from the list. Appointments should be deleted when:

  • You have tried to contact a patient on the list several times with no response.
  • The patient has declined to receive the treatment listed on the broken appointment.
  • The patient has moved or left your practice.

Delete the appointment from the Unscheduled List by right-clicking the appointment in the list and then selecting Delete Appointment.

Use the Unscheduled List to find and reschedule those patients you can to cancel when your practice shut down. Take the time now, when you are less busy, to clean up your list by deleting those appointments that will never be rescheduled, so your Unscheduled List remains relevant and useful.

For more information, read the Opening the Unscheduled List and Rescheduling from the Unscheduled List topics in Dentrix Help.

Tuesday, January 5, 2016

Creating Prescriptions in Dentrix

Updated 8/23/2019

The Dentrix Prescriptions module allows you to create a library of medicines your office prescribes and use them for patient prescriptions. You can also use the Prescriptions module to track which medications have been prescribed, and how often.

To create a prescription for a patient:
  1. From a patient-specific Dentrix module, select a patient.
  2. From the toolbar, click the Prescriptions button to open the Patient Prescriptions dialog box.


  3. Note:
    The Prescriptions button changes depending on whether the patient has prescriptions stored in Dentrix. If the patient doesn't have any prescriptions the button is just an Rx symbol, and when clicked, displays a blank Patient Prescriptions dialog box. If you have filled prescriptions for this patient in the past, the button is an Rx symbol with a prescription bottle icon. When you click the button the Patient Prescriptions dialog box appears and lists all previous prescriptions stored in Dentrix for that patient.

    Note: The Health History icon appears in the Patient Prescriptions dialog box allowing you to check for drug allergies or other medical conditions before you create a prescription for a patient. If the red cross on the button is filled in, the patient has a critical health history item. A yellow cross icon indicates there is a non-critical item within their health history, and a clear cross icon means no health history items are listed for this patient. Click the icon to open the Health History module for the selected patient.

  4. Click New to open the New Patient Prescription dialog box.


  5. By default, the current date displays in the Date field. Change the date if necessary.
  6. From the Description drop-down list, select a prescription type. The remaining fields fill in automatically based on what you select.
  7. You can customize the prescription information for the patient using the following fields:

    • Drug Name - the name of the drug.
    • Sig - the dosage interval and instructions.
    • Disp - the amount to dispense.
    • Refills - Enter or the number of times the prescription can be refilled.
    • Dispense as Written - Mark this option to limit the prescription to the specified drug.
    • Generic Substitution Permitted - Mark this option to allow generic substitution for a brand name drug.
    • Notes - Enter or modify patient instructions. Click spell-check to check the spelling of the note text.

    • Note:
      If you manually change any of the above fields (modifying the Drug Name, Disp information, or number of Refills for example), the prescription is considered non-standard and will appear with a check mark in the NS column of the Patient Prescriptions dialog box, and with an asterisk (*) next to the date on the Prescriptions Report.

  8. From the Prescriber drop-down list, select the provider who is prescribing the drug.
  9. Click Print to print the prescription. The prescription prints to the printer selected in the Prescription Setup, and Dentrix adds the prescription to the list of patient prescriptions in the Patient Prescriptions dialog box.

For additional information about the Prescriptions module, see the various topics linked to in the Prescriptions Overview topic in the Dentrix Help.