Tuesday, February 27, 2018

Giving Progress Notes a Little Color

When looking at a patient's graphic chart, the paint colors that are used can easily help identify work that is existing, completed, or treatment planned. But did you know you can customize the progress notes so the status of each procedure matches your paint colors? That way it's easy to quickly identify progress notes that correspond to a certain status.



In the Patient Chart, select Setup > Chart Display Setup, and then check the box labeled Use Paint Colors for Progress Notes.


Tuesday, February 20, 2018

Stack 'Em Up: Multi-codes within Multi-codes

When you’re scheduling or posting multiple procedures that are often completed together, multi-codes help you schedule or post them all at once. However, each multi-code can only include eight procedures, so what do you do when you want to create a multi-code that contains more procedures than that? The answer is simple: add a multi-code within a multi-code.

Let’s say you want to create a multi-code that contains the procedures your office completes for a new patient appointment (a comprehensive evaluation, 4 bitewings, 6 PAs, a prophy, and topical fluoride). Here’s how to do it.


First create a multi-code for the 6 PAs and save it in Dentrix. Then, create a second multi-code. Add the evaluation, bitewings, prophy, and fluoride procedures, and then add the PAs multi-code. Since the PAs multi-code counts as a single procedure, you are within the eight-procedure maximum and still have all the procedures for the appointment.


For more information, see these other Dentrix Tip Tuesday posts about working with multi-codes:


Tuesday, February 13, 2018

Viewing Family Continuing Care Information from the Patient Visit Form

When you see a patient, it's nice to be able to quickly review continuing care appointments for the other members of their family.  This information is visible on a patient route slip, but is limited to showing the date of when they last were seen for a prophy, and when they are due again.

By generating a Patient Visit Form instead of a route slip, you can customize up to three specific continuing care types (not just prophys) you want to see information on for all family members. 

For example, if you are seeing a parent for an appointment today, you can refer to their Patient Visit Form and see when their children were last seen for continuing care, when they are due, and whether they have an appointment scheduled. Then as you schedule the parent for their follow-up, you can schedule the needed continuing care appointments for the rest of the family at the same time.

How To
  1. Select an appointment in the Appointment Book.
  2. Click File > Patient Visit Form.


  3. Check the Include Family Information box, and use the drop-down lists to select which continuing care type(s) are shown on the form. 
  4. Select other form options as needed and then click an option to Preview, Send to Batch or Print the form.
Additional Information
  • To generate the form for multiple patients at a time, from the Office Manager click Reports > Lists > Patient Visit Form. Select the information to print on the form and choose a print option.
  • If you want to always include (or exclude) certain information on the form, make your selections and then check Save As Default before closing the dialog box.


Tuesday, February 6, 2018

Setting up Time Blocks for Providers

If you have a provider in your office who prefers to perform crown appointments in the morning and see new patients from 3-5pm on Tuesdays and Thursdays, you can set up time blocks that match their preferences.

How To
  1. From the Appointment Book menu, select Setup > Provider Setup.
  2. Select a provider and click Setup.


  3. In the Set Time Blocks group box, click Add.
  4. Give the time block a name, such as NP Appt or Crowns, and select a color that will be used to designate it on the schedule.
  5. Select the day(s) and times for the time block, and select an operatory and appointment type for the block.
  6. Click OK.
Once the time blocks are assigned, turn on the Perfect Day Scheduling function to see those blocks in the Appointment Book. The Perfect Day Scheduling button is the last button on the Appointment Book toolbar, and toggles on or off with each click.



When you schedule appointments within a time block, Dentrix checks to see if the appointment matches the type of appointment the block is intended for. A notification appears if the provider or appointment type doesn't match the settings of  the time block. You can override the message and schedule the appointment anyway, if needed, but the notification serves as a reminder to keep that time available for certain types of appointments.