Tuesday, July 31, 2018

Requiring Start/Completion Dates for Procedures

Updated 10/9/2019

Some insurance carriers require start and completion dates on claims for procedures such as crowns and dentures. You can set up these procedure codes to require this information when they are set complete it the Patient Chart or the Ledger so that you don't have to track that information down when you're ready to send a claim.

How To
  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 require start/completion dates for, and click Edit.
  3. Check the box next to Require Start/Completion Dates.


  4. Click Save to save your changes and then click Close.

Once a procedure is set to require start/completion dates, when that procedure is set complete in the Patient Chart, a pop-up message appears letting you know that dates are required and that the current date has been added for both the Start Date and Completion Date.

Sometimes you’ll have to modify the dates, like if a patient has a crown procedure that is completed over two consecutive days due to excessive swelling. Double-click the procedure in the Chart or Ledger and edit the dates as necessary.


For more information, read the Editing ADA-CDT Dental Codes topic in Dentrix Help.

1 comment:

Unknown said...

Question? When pulling Analysis report, what is the difference by selecting "procedure date" VS "entry date". What is the difference in what it shows. Which is more accurate when looking at your monthly numbers?