Tuesday, May 29, 2018

Customizing Clinical Note Templates and Categories to Fit Your Practice Needs

Dentrix comes with several pre-installed clinical note templates and prompts. Depending on the needs of your practice, there may be templates that you use every day. But there may also be templates that you have never used and don’t need. 

If you delete the individual templates and categories you don’t need, it will be easier to find the clinical note templates you actually need.

For example, a pediatric dental practice may want to delete the clinical note template categories for Orthodontics and Fixed Prosthetics so they don’t take up space in the clinical note list. 

To delete a clinical note template you no longer need:
  1. In the Patient Chart, click the Clinical Notes tab, and then click the Template Setup button.


  2. Expand the template category to view the templates in that category and select the individual template you want to delete. Then click Delete Template
  3. Click Yes to the confirmation message that appears.
To delete clinical note templates category:
  1. Delete each template within the category by following the steps above. Then click Category Setup.


  2. Select the category to be deleted from the list, and then click Delete Category.
  3. Click Yes to the confirmation message that appears.
Additional Tips
  • Deleted templates cannot be restored and must be re-created from scratch. It's best to consult with the entire staff to make sure no one is using a template you want to delete, before you delete it.
  • You cannot delete a clinical note category that still contains templates. First delete all the templates within the category, then delete the category. 
  • To learn how to customize clinical note templates, read Stay on Top of Your Clinical Notes in the Dentrix Magazine online articles archive.
  • For a full list of the default clinical notes templates that come pre-installed with Dentrix, read Knowledgebase article # 66217 in the Dentrix Resource Center.

Tuesday, May 22, 2018

Customizing Tooltip Text for Procedure Buttons

Did you know you can customize the tooltip text that appears when you hover over a procedure button in the Chart? For example, if you have new dental assistants who are just learning dental terminology, you can customize the tooltip associated with procedure D3330 to say "Root Canal" instead of “Endodontic therapy.”


How To



  1. In the Patient Chart, from the Setup menu, select Procedure Buttons Setup.
  2. Select the button set you want to modify from the drop-down list, select the individual procedure button you want to change, and then click Edit.

  3. In the Select Tooltip Text group box, select Use Custom Text, and then edit the default text in the field with your own text.
  4. Make any other changes to the procedure button  as needed, and then click OK
For more information, read the Customizing procedure buttons Tip Tuesday post.

Tuesday, May 15, 2018

Why Aren't Insurance Claims Being Paid?

The Insurance Claim Aging Report shows you which of your insurance claims are outstanding. By default, the report answers the "who" (the insurance carriers and patients), the "what" (the estimated costs), and the "when" (service dates and aged balances) questions you have about the claim. And if you set it up right, the report can also answer the “why” through insurance claim status notes.

When you set up the report, check the option to print claim status notes on the report. When you do that, any information you entered as a status note on the claim will also print on the report so you can see details about why the claim is still outstanding.

How To

  1. From the Office Manager, select Reports > Ledger > Insurance Aging Report.
  2. Set the filters for the report as needed.
  3. Check the Print Status Notes box.


  4. Click OK to generate the report.
When the report prints, you will have a line item underneath the individual claim that lists the claim status notes.




Additional Tips
  • Selecting to print the status notes is only useful if you and your staff are consistently entering claim status notes as information is available.
  • For more information, read the Entering Insurance Claim Status Notes Tip Tuesday post.

Tuesday, May 8, 2018

Changing the View Start Date for Continuing Care Lists

Did you know you can easily change the date range you are viewing in the Continuing Care module without creating a new or temporary continuing care view?

For example, you know that October to December are generally slow times for hygiene appointments in your practice, and you want find the patients who are due for continuing care during that time so you can get them scheduled. You can generate that list using your default Next 3 Months view by changing the start date of the view to October.

So rather than seeing the next three months based on today's date (which would show patients due for continuing care in May-July), you will see patients due in the next three months starting in October.

Here's how:

  1. From the Continuing Care module, click Views > Next 3 Months. The list will load showing results based on the current date.
  2. Click File > Date Setup, and use the arrows to navigate to the desired start you want the view to start with, and click OK.

Additional Tips
  • Beneath the menu bar in the Continuing Care module, Dentrix displays the name of the loaded view on the right, and the date range on the left.
  • You can easily reset the view start date back to the current day by closing the Continuing Care module and reopening it.

Tuesday, May 1, 2018

Updating Patient Information While Scheduling an Appointment

While you are in the middle of scheduling a patient's next appointment, he tells you that he has a new address. Did you know that you don't have to close out of the Appointment Book (and lose the appointment information you've already entered) to edit his address information?

In the Appointment Information dialog box you already have open, click the Patient Info button to launch the Family File with the patient already selected. Edit the address information and then minimize the Family File window to continue scheduling their appointment in the Appointment Book.