Tuesday, June 26, 2018

Using the Unscheduled Treatment Plans List

Can you believe the year is already half gone? Even though it’s only June, it’s never too early to start thinking about scheduling patients for their unscheduled treatment-planned work before the end of the year.  One tool you can use to find these patients is the Unscheduled Treatment Plans list.

This list will display patients and their treatment-planned procedures that have not been scheduled. And because this list also includes insurance information such as renewal month and benefits remaining, you can use this information to help you encourage patients to schedule their appointments before those benefits run out.

To generate the Unscheduled Treatment Plans List, in the Office Manager, click Reports > Lists > Unscheduled Treatment Plans.



Use the following settings to make it easy to use the report.
  • Make the size of the report more manageable by entering a specific Treatment Plan Provider or Treatment Plan Amount.
  • Make sure you select the Detailed Report type. That will print insurance benefit information on the report.
  • Exclude Referred TO Procedures since those will be completed by another doctor.
  • Exclude Continuing Care Procedures if you do not want to call patients for treatment like scaling and root planing. 
For additional information about finding patients with unscheduled treatment, read Mining for Gold: Three Reports for Searching Out Unscheduled Treatment in the Dentrix Magazine online article archive.

Tuesday, June 19, 2018

Assigning Visits to Treatment Plans

When a patient has an extensive treatment plan, you can organize the individual procedures within a case into visits. By ordering the procedures within the treatment plan, you can make it easier for the patient to understand the treatment and make it easier to schedule procedures in the order they need to be completed.

For example, let’s say you have a patient whose treatment plan includes a root canal and crown on tooth 17 and two fillings on anterior teeth. You can assign these procedures to different office visits based on when the procedures need to be completed. Tooth 17 needs immediate attention, so you want the first visit to include the procedures for the root canal and the crown build-up, the second visit to include the procedure for the crown placement, and the third visit to include the fillings.

How To
  1. In the Treatment Planner, expand the treatment plan case that contains the procedures to be assigned into visits.
  2. Select the procedure(s) to be included in the first visit and click the Create Visit button.


  3. Repeat step 2 for procedures to be assigned to the next visit. As visits are created, the number of the visit increases chronologically.

Additional Tips

  • After you have ordered procedures by visit, you can make edits to the different visits as needed. Right-click the procedure(s) you want to change, and select an appropriate Move to Visit __ option from the list.
  • To remove a visit from a procedure, right-click the procedure and select the Delete Visit option.

Tuesday, June 12, 2018

A Chance to Update the Contact Information for Patients Being Seen Today

We live in a modern age. Just about everyone has a cell phone or an email address, and it is probably part of your new patient forms to gather this information. But what about your current patient base. Do you have that information for them?

One quick way to know which of your current patient records need this information updated is by using the Daily Huddle Report. Because this report is based on the patients being seen for today’s appointments, you can set this report to flag patients who don’t have an email address or mobile phone number entered in Dentrix. Then you can ask for that information when they check in for their appointment later today.

How To


  1. In the Office Manager, select Analysis > Practice Advisor, and then click the Daily Huddle Report button.
  2. Set filters for the Daily Huddle Report as needed, and click Scheduled Patients Setup.
  3. In the Select Report Sections & Order group box, make sure that the Patients who have No Email Address and Patients who do not have a PHONE # boxes are checked.


  4. In the Select PHONE Number Types group box, select Mobile.
  5. Set other options and filters as needed, and click OK.
  6. Click Preview to view the report.

The Scheduled Patient Summary page of the report will list all of today’s patients and identify which of those patients don’t have email addresses and/or mobile phone numbers in Dentrix. When those patients come in for their appointments today, you can gather that information and add it to their Family File.

For more ideas about how to use the Daily Huddle Report, read Secrets of a Successful Daily Huddle and Supercharge Your Daily Huddle in the Dentrix Magazine article archive.

Tuesday, June 5, 2018

Changing a Patient Status in Dentrix - What Happens?



In the Family File, you have the option of setting a patient’s status to one of four settings: Patient, Non-Patient, Inactive, or Archived. But do you understand what happens in Dentrix when you choose a status? Do you know when you should change a status?


Here are a couple of guidelines about patient statuses:

  • Someone with a Patient status is an active patient in your practice and will be included in search results and reports.
  • Someone with a Non-Patient status is not seen as a patient in your practice, but can be a guarantor or insurance subscriber for another patient. For example, the father of one of your patients who is not a patient himself would be entered in the family’s account as a non-patient guarantor.
  • Patients are most often changed to an Inactive status when they have not been seen in more than a year and you have tried to contact them without results. Inactive patients are removed from continuing care lists and can be filtered out of reports.
  • The Archived status is best for patients who have notified you that they will no longer be seen as a patient in your practice, or patients who have died. Archived patients are removed from all search results and continuing care lists, all future appointments for the patient in the Appointment Book are deleted, and all insurance information in the Family File is deleted.

By making an effort to keep patient statuses updated and current, you will improve the accuracy of reports that include active patient numbers.

For more information about archiving patients, read the Archiving Patient Records tip.