Tuesday, March 27, 2018

Posting Multiple Patient Payments At Once

When you receive several patient payments in the mail after a billing cycle, the thought of entering all those payments in Dentrix may be daunting. But did you know you can enter multiple patient payments at once without having to go into each individual patient's Ledger?

That's where the Batch Payment Entry feature comes in. With this feature, you can enter several patient payments from one window with all the same payments options you're used to having. And best of all, you'll have a chance to double-check your totals and fix any mistakes before you post the payments.

How To
  1. In the Ledger, click File > Enter Batch Payments.
  2. Click the Patient button, search for the first patient for whom you will post a payment, and click OK.
  3. Enter the details of the payment as you normally would, and click OK. The payment details are listed in the Batch Payment log.


  4. Repeat steps 2-3 for all other patient payments.
  5. When you have finished entering all payments for the batch, compare the Batch Totals and Entries fields with your original documents. If there is a discrepancy, highlight the incorrect entry and click Edit to correct the payment details.
  6. Click Close to post the payments to the patients' accounts and return to the Ledger.

For more information, read the Entering Batch Patient Payments topic in the Dentrix Help.

Tuesday, March 13, 2018

Creating Custom Appointment Book Lists

Updated 4/27/2020

When working to reschedule appointments, it’s handy to have all of the lists that deal with appointments in Dentrix (the ASAP, Unscheduled, Broken, Open, Pinboard, and Wait/Will Call lists) together in one place.

With the Appointment Lists feature (available in Dentrix G6.6 and higher), you can combine two or more lists instead of generating them separately like you did in the past.

For example, when you are able to re-open your practice and see patients again, you'll want to find and schedule those patients who are willing to come in as soon as possible. You'll also want to find those patients who had appointments scheduled during the time you were closed, but were placed on the Wait/Will Call List during the shutdown.

How To
  1. In the Appointment Book toolbar, click Appt List.


  2. From the Appointment List toolbar, click Setup > Appointment List View.
  3. Select the providers, operatories, and appointment list types to include in your list.


  4. Select a Span of Search option from the drop-down list to narrow your results.
  5. To save the list for future use, click Save List. Give the list a name, and then click OK to generate it.


For more information, read the article titled, The New Dentrix Appointment List in the Dentrix Magazine online archive.

Tuesday, March 6, 2018

Printing Care Instructions for Specific Procedures

With some procedures, there are a few reminders or care instructions you want to give patients. Rather than having to write these reminders on an appointment card or create a separate document for those instructions, you can attach them to the procedure so they are automatically printed with the patients' walkout.

For example, you may typically tell patients who have had fluoride varnish applied to avoid sticky foods, hot drinks like coffee, and carbonated drinks for at least four hours. Printing those instructions on the walkout will serve as an additional reminder if the patient forgets what you said or has questions about the instructions after they leave the office.

How To
  1. In the Office Manager, click Maintenance > Practice Setup > Procedure Code Setup.
  2. Select the procedure code you want to add care instructions for, and click Edit.
  3. In the Procedure Code Editor dialog box, click Edit Note.
  4. In the Recommendation Note section, enter the text to appear on the note, and check the Print Note on Walkout box.


  5. Click OK to save the note, and then click Save and Close.

Whenever you post this procedure complete, the note you added will be printed with the walkout statement that includes that procedure.

If you need to give more detailed instructions, such as specific care instructions following oral surgery or other difficult procedures, follow these steps to learn how to upload a document that can be printed with a walkout statement.

For more information, see Editing Procedure Code Notes in Dentrix Help.