Tuesday, April 25, 2017

Customizing Initial Appointment Reasons


You can use the initial appointment reasons list in the Appointment Information dialog box for quick access to procedures or codes you frequently add to appointments. 




For example, if you offer a discount on whitening trays and many of your patients are asking for that service, add that code to the Initial Reasons list so that you can add it to appointments quickly.



The list of initial appointment reasons is set up in Definitions in the Office Manager. Codes that have been added to the list from the Office Manager are then available in the Appointment Book. 

How to:

  1. From the Office Manager, click Maintenance > Practice Setup > Definitions.
  2. In the Definition Type drop-down list, select Appointment Reasons.


  3. Enter the procedure code and description of the procedure you want to add, and then click Add.
Additional Information
  • You must make sure the procedure code and description text you enter match the ADA code and description text. Otherwise, Dentrix will not be able to link the information you entered to the ADA code and the code will not work when you try to use it to post procedures when you set an appointment complete.
  • You cannot add procedures that require a tooth number, surface, quadrant, or sextant to the Initial appointment reasons list.
  • You can have up to 20 procedures listed in the Initial appointment reasons list.
This tip comes from our new Insight Seminar titled, "50 Thing You Didn't Know Dentrix Could Do!" which is being offered in cities nationwide this spring. Click the link to view seminar details and to register.

Tuesday, April 18, 2017

Viewing Rejected Treatment Plan Cases

In the Treatment Planner, when you assign a case status of Accepted to a case that is linked to another case, the other case is automatically assigned the status of Rejected. That way you still have a record of all the treatment options you proposed to the patient should you ever need them again in the future.  To view rejected cases in the Treatment Planner, check the Include Rejected Cases option in the Treatment Plan Case Setup panel. 



Additional Information
  • Only treatment cases that are set as the recommended case or cases with a case status of Accepted display on the graphic chart.
  • See the Updating Case Status topic in the Dentrix Help for a complete list of case status options that can be assigned to treatment plans.
For more tips like this, attend one of the treatment planning courses at this year's Business of Dentistry Conference. Click the link to view conference details and to register.

Tuesday, April 11, 2017

Save Time When Scheduling a Series of Appointments for a Patient

When a patient needs to come in for a series of appointments, such as a crown prep followed by a crown seat, use the schedule next feature to speed up the appointment-making process. After you schedule the first appointment, Dentrix will open a new Appointment Information dialog box that's already populated with the same patient and provider so that you can continuing scheduling the series.

To schedule a series of appointments:
  1. In the Appointment Book, double-click the time when you want to schedule the first appointment, and enter the appointment information for the patient as you normally would.
  2. Click the Schd. Next button. Dentrix will add the first appointment you created to the Appointment Book and open a new Appointment Information dialog box with the same patient and provider(s) already selected.


  3. Enter the appointment information for the next appointment, click the Pinboard button, and then drag and drop the appointment to the appropriate date and time in the schedule.

Additional Information
  • You can also use this feature when you schedule a patient for a series of filling on opposite sides of the mouth, scaling and root planing, or orthodontic checkups.

Learning to use the Schedule Next button to schedule a series of appointments  is part of the new course called 15 Ways to Make Scheduling Easier in Dentrix, which will be offered at this year's Business of Dentistry Conference. Click the link to view conference details and to register.

Tuesday, April 4, 2017

Avoid Claim Denials by Including Remarks for Unusual Services


By including a brief narrative on insurance claims that describes unusual procedures or services that you have performed or provides clarification about the necessity of certain procedures, you can avoid costly claim denials or delays.

For example, insurance companies often deny crown buildups. When you complete a crown and crown buildup, you can add the following clarifying remarks to a patient's claim so that the insurance company is less likely to deny the buildup: "Previous endo on #21. Insufficient tooth strength and retention for crown."


To enter a claim remark:

  1. From the claim, select Remarks from the menu bar or double-click the Remarks for Unusual Services block.


  2. Enter a claim remark.
    • Type the claim remark in the text box. Click the Check Spelling button to perform a spell check, and click OK.
    • If you have previously set up custom claim remarks, insert the custom remark template by clicking the Claim Remarks button, clicking the appropriate remark description, and clicking OK. Make changes to the template to fit the situation as needed.
    • Click Notes from Procedures to copy the text from the procedure notes into the claim remark. Delete the unnecessary portions of the procedure note text as needed.


  3. Click OK to save the remark.

Additional Information
  • When entering Remarks for Unusual Services, be aware that only 101 characters will print on the insurance claim, and only 125 characters will be sent on an electronic claim.
  • You can remove claim remarks by clicking the Clear button.
Learning to use claim remarks is part of the new course called 12 Ways to Prevent Claim Delays and Denials with Dentrix, which will be offered at this year's Business of Dentistry Conference. Click the link to view conference details and to register.