Tuesday, May 30, 2017

Changing the Way a Procedure Code Appears in the Patient Chart

When you’re doing an exam, the easiest way to see a patient’s treatment history is by looking at the graphic chart. Every time you treatment plan or post procedures in the Patient Chart, the graphic chart displays those procedures visually according to a paint type. You can  customize these paint types to display procedures in a way that shows you what you want to see and makes sense to your staff.

For example, if you want crown procedures that you manufacture in-house on your new CAD/CAM machine to paint with a different paint type than a crown from the lab, you can customize the paint type for a D2740 crown and change the way it appears in the Patient Chart.

To customize the way procedure codes appear in the Patient Chart:
  1. In the Office Manager, select Maintenance > Practice Setup > Procedure Code Setup.
  2. Expand the appropriate category in the procedure code list, select the procedure code you want to add to the procedure code list, and click Edit.


  3. Select a Paint Type from the drop-down list to indicate how Dentrix will paint the procedure on the tooth in the graphic chart.
  4. Click Save to save your changes and then click Close.
Additional Information

  • Changing the paint type of a procedure code is a global setting, which means it will change the way that procedure code looks on all computers in the office.
  • If you want the code to remove the tooth from the Chart when it is posted complete, check the Remove Tooth option in the Procedure Code Editor dialog box.
  • For more information on customizing paint types, see the Customizing Paint Types topic in the Dentrix Help.

Tuesday, May 23, 2017

Adding Procedures to the Procedure Codes List

Your staff members may find that the procedure codes they use most often are not listed in the Procedure Codes list, and they have to click the More Codes button in order to access them. You solve this problem by adding procedure codes to the Procedure Codes list in the Patient Chart.

For example, procedure code D4355 is not listed in the Procedure Codes list by default. If the hygienists in your office treatment plan that code often, you can add it to the Procedure Codes list to help them enter this procedure quicker.

To add a procedure to the Procedure Codes list:
  1. From the Office Manager, select Maintenance > Practice Setup > Procedure Code Setup.
  2. In the ADA-CDT Codes tab, select the procedure code you want to add to the Procedure Code list and click Edit.


  3. In the Treatment Flags group box, check the box for Show in Chart. When checked, this procedure code is listed under the corresponding category in the Procedure Codes list in the Patient Chart. You will not have to click <<More Codes>>  to fully expand the category to find the code.


  4. Click Save to save your changes and then click Close.
Learning to customize procedure codes is part of the new course called 15 Dentrix Procedure Code Tricks You Need To Know, which will be offered at this year's Business of Dentistry Conference. Click the link to view conference details and to register.

Tuesday, May 16, 2017

Sub-totalling Treatment Case Estimates

For patients with extensive treatment plans, seeing the total for the entire plan on the Treatment Case Report can be overwhelming. If a patient is going to have the treatment completed in stages, you may want to break down the treatment and show subtotals by visits on the report, which lets the patient focus on the smaller estimate for each visit.

To sub-total treatment case estimates by visit:


  1. In the Treatment Planner, select the treatment plan case you want to print, click the Print button, and select Print Treatment Case.


  2. In the Case Procedure Options group box, enter the visit number(s) you want to include in the printout. If you want to include all the visits, clear out any numbers in the field.
  3. Check the Print Subtotals by Visit option to print a subtotal of the price estimates for each visit.
  4. Set the other report options as desired and click OK.
Additional Information
  • In order to sub-total treatment by visit, you must first assign the visits to the procedures in the treatment case.
  • You can include a range of visits by typing a range of numbers with a hyphen between them (e.g. 1-4). Or, you can print specific visits by separating them with a comma (e.g. 1, 3, 5). You can also do a combination of the two (e.g. 1-3, 5).
For additional tips about using the Dentrix Treatment Planner, visit our Treatment Planning board on Pinterest, which has links to several past tips and Dentrix eNewsletter articles.

Tuesday, May 9, 2017

Viewing Prescriptions in Dentrix

You may want to review a patient's past prescriptions before issuing refills or prescribing new medication. In Dentrix, you can review prescriptions that have been previously created for a patient.

How To:


  1. From any patient specific Dentrix module, select a patient and click the Prescriptions button.


  2. Select the prescription you want to see more information for, and click View.


  3. You can view the drug name and description, dosage and dispensing information, and any notes that were added to the prescription. You can either print or refill the prescription by clicking the corresponding button.
  4. Click Cancel to close the prescription. 
Additional Information
  • Prescriptions are listed with the date the prescription was created, the description, drug name, and prescribing provider.
  • A check mark in the NS column (Not a Standard Prescription), located to the left of the date, indicates that you made a change to the default prescription type when you added this prescription.
Managing prescriptions in Dentrix is one of the topics featured in the Clinical Charting Workshop offered this spring nationwide. Click the link to find a workship near you and to register.

Tuesday, May 2, 2017

Customizing Collection Letters in Dentrix

Before you send patients a final notice that their account will be sent to collections, you like to try to reach them by phone. You can add the details of that phone call to the final notice letter you send using the Quick Letters feature in Dentrix. These customizations will apply only to that specific letter and won't be saved in the letter template, so you can add custom information to each patient’s letter as applicable.  

How To:
  1. Use the Collections Manager to generate a list of patients with overdue balances.
  2. Select a name on the Collection Manager list and click the Quick Letters button.


  3. From the Quick Letters dialog box, select the Collection Notification letter from the list, and click Build/View.


  4. A Microsoft Word document opens with the letter text displayed. Add the text about the phone call to the letter, and then print the letter.
Additional Information
  • It's important that you do not save any changes you make to the letter because you don't want to overwrite the letter template. Instead, send a copy to the patient's Document Center. From Microsoft Word, click File > Print. Change the printer to Send to Dentrix Document Center, and click Print. A copy of the letter is saved in the Unfiled Documents folder in the Document Center.
  • Be default, the Collection Over 90 Day letter is listed as the Collection Notification letter in the Quick Letters list. You can change the letter template being used by selecting the letter and clicking Edit. Change the merge letter template name to reflect the name of the document you would like to use.
  • Once you have created and printed the letter, a note is added to the Office Journal indicating that a collection letter was sent.
Learning to use the collection quick letters is part of the new course called Top 10 Collection Tools in Dentrix, which will be offered at this year's Business of Dentistry Conference. Click the link to view conference details and to register.