Tuesday, September 18, 2018

Separating Medical Conditions from Allergies in the Dentrix G7 Health History Module

If you’ve upgraded to Dentrix G7, you’ve probably seen the new Health History module. One of the great new features that wasn’t available in previous versions of Dentrix is the ability to separate medical alerts and allergies. In previous versions, they were all in the same list, and some offices would label the allergies with a hyphen to keep them alphabetically together in the list (for example: Allergy-Penicillin).

With the Health History module, you don’t have to do that! There are separate categories for medical conditions and allergies. And best of all, there are no limitations on how many medical conditions or allergies you can store in your database!

When you upgrade to Dentrix G7 all your previous medical alert entries are imported when you upgrade, but they are still in one list. You can quickly move the allergies you had saved into their own category with just a few quick mouse clicks.

How To
  1. From the Health History module, click the Setup button (it looks like a gear in the top right corner).
  2. Click the Medical Conditions tab and highlight any allergies on the list. Hold down the CTRL key on your keyboard to select multiple allergies at once.
  3. Click the Move to Allergies button.

Additional Tips
  • This process also works in reverse. From the Allergies tab, you can highlight medical conditions and click the Move to Conditions button if an item was moved to allergies by mistake.
  • For additional information, watch the Health History New Feature Preview video.
  • Discover how to streamline your patient information workflows with Dentrix G7 by registering for a free webinar on October 2, 2018.

Tuesday, September 11, 2018

Inactivating a Medical Condition in Dentrix G7

Within the Health History module, you now have a comprehensive history of the patient’s medical conditions, and the ability to quickly see which conditions are current based on the information in the Status column.

One of the new features introduced with the Dentrix G7 Health History module, is additional date fields associated with adding a medical condition or allergy to a patient’s record. When you add a condition, you will see the following date fields:
  • Reported Date – This defaults to the current date, and reflects the date you were notified by the patient of the condition. You can modify this date if needed.
  • Start Date – This also defaults to the current date, but should reflect date the medical condition started.
For example, if a patient was diagnosed with diabetes last October, and only filled out a new patient questionnaire today, you would enter today’s date in the Reported Date field and the date from October 2017 as the Start Date field.

You also have the ability to inactivate a medical condition or allergy for a patient, when it is no longer current. By inactivating a condition rather than simply deleting it, you maintain an accurate comprehensive health history that can be referred back to if needed.

For instance, if you have a patient who previously had been assigned the Pregnancy condition in Dentrix, but now has a three-month old baby. While viewing that patient’s health history, inactivate the Pregnancy condition, and in the Inactivated Date field, enter the birth date of the child.

To inactivate a condition for a patient:

  1. With a patient selected in the Health History module, select the medical condition or allergy to be inactivated.
  2. Click the Inactivate button, confirm you want to inactivate the condition, and click OK.
  3. Enter an Inactivation Date. The current date appears by default, but can be edited as needed.
  4. Add a Note as necessary, and click OK.

Additional Tips

Tuesday, September 4, 2018

Automatically Closing Claims without Assignment of Benefits

It would be nice to know ahead of time if your office wasn’t going to receieve an insurance payment for a patient’s procedure.

If, you do not check the Assignment of Benefits box in the Insurance Information dialog box when you are setting up a patient’s insurance coverage in Dentrix, any insurance claims you create for the patient will remain open even though your office won’t receive the payment.


But, with a new Dentrix feature, added in version G6 you can activate a prompt that will notify you that a claim doesn’t have this assignment of benefits. This prompt will also ask if you want to post a $0 insurance payment and close the claim.

Using this new feature will prevent these claims from showing up on your Insurance Aging Report, and will remove the claim amount from the insurance totals in your Ledger.

Here’s how to activate this feature:
  1. In the Ledger, click File > Insurance Payment Setup.
  2. Check the Prompt to close claims without Assignment of Benefits box to activate the feature.


Once the feature is activated, when you create claims for patients without assignment of benefits, a prompt appears.


By clicking Yes, Dentrix will post a $0 payment on the claim and mark it as received.

Today's tip was just one of many tips that will be presented as part of a new seminar that is launching nation-wide this fall. For more information, click the link to see 35 New Dentrix Features You Should Be Using dates and locations, a course outline, and a link to register!