Tuesday, December 20, 2016

Most Popular Tip Tuesday Posts of 2016 - Part 1

Another year has come and gone. That means we've given you nearly 50 Tuesdays worth of Dentrix Tips this year. Did you read them all?

Let's recap some of the most popular tips from 2016:


  • #10 - Dentrix Notes Part 3: Financial Notes
    "Because money is a big deal to everyone involved, it's important to keep good notes about payments, additional charges, and/or adjustments that were made on a patient account, and to document terms and agreements made about an overdue balance." Read more...

  • #9 - What does OPEN mean in the Appointment Book?
    "Do you have patients with flexible schedules? Willing to come in sooner than scheduled, or maybe even be willing to be rescheduled to accommodate another patient? If so, you're in luck. Dentrix has a special place for this kind of patient, and it's called the Open List." Read more...

  • #8 - Find the Patients Attached to Each Insurance Plan in Dentrix
    "At times you may need to see a list of all patients assigned to an insurance plan in Dentrix. This information can be found by running the Insurance Carrier List." Read more...

  • #7 - Archiving Patient Records
    "Patients who have left the practice or who have passed away should be archived rather than deleted so that you still have access to their electronic record if you need it." Read more...

  • #6 - Catch Unsubmitted Claims with the Insurance Claims to Process Report
    "One important report you should be running each day is the Insurance Claims to Process Report. This report will identify all insurance claims that have been created in the Ledger but not sent to the Batch Processor, or printed, or sent electronically through eClaims." Read more...

Stay tuned for next week when we reveal the Top 5 Tips of the Year!

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