Tuesday, January 15, 2019

Out With the Old (Expired Codes), and In With the New!

From time-to-time, the ADA expires old procedure codes and creates new ones. Recently they did just that with occlusal guards by replacing one code with multiple possible replacement options. You know that there are patients out there with the old code charted on their treatment plans, but how to do you find them all?

The Dentrix Treatment Manager can help you identify those patents! You can access the Treatment Manager from many areas in Dentrix. One popular way is to open the Appointment Book and select Options > Treatment Manager.

In the Treatment Manager View dialog box, locate the Procedure Code group box. Enter the old occlusal guard code in both the From and To fields.



Set other view options to be as inclusive as possible (notice in the screenshot how other settings are set to <ALL> or with low minimum amounts). Click OK to view the list.

Once you have generated a list of patients, select a name on the list and use either the toolbar buttons or the right-click menu to open the patient’s Ledger or Chart, where you can make changes to the treatment plan and update the procedures to the current code.


Additional Information

  • Read Dr. Charles Blair's article titled, New Codes in the CDT 2019 Update in the online edition of Dentrix Magazine.
  • Log in to the Dentrix Resource Center and search Knowledgebase Article #92369 which lists the changes to the code set and provides information about using the CDT 2019 Update Utility.

Tuesday, January 8, 2019

Process Payments Promptly by Adding a Credit Card to a Payment Agreement

Wouldn’t it be nice if your patients with payment agreements always paid the correct amount on the date it was due? And what if you could routinely post these payments on a monthly basis without having to bill your patients? With Dentrix Pay, you can add a patient's credit card to their payment agreement and use that card to process payments when they’re due*. You'll be promptly paid, and your patients won't have to remember to send you a check!

To add a credit card to a payment agreement, open the patient’s Ledger and click the Billing/Payment Agreement button. Click the Credit Card drop-down menu, select Add Card, and follow the onscreen directions. Be sure to have the cardholder sign the consent form, authorizing you to use their card for payments. When finished, click OK. You're now ready to process their payment agreement with their saved credit card — when it comes due.


For additional information:
*You must have Dentrix Pay to add credit cards and to use them to pay off payment agreements. For more information about Dentrix Pay, visit www.Dentrix.com/DentrixPay or call 844.853.2285.