Tuesday, February 19, 2019

Let the eDex Filters Do the Work for You

Did you know that you can use eDex to pull up lists of information from your Dentrix database? That’s the power of filters!

For example, if you ever need to see a list of archived patients you could either scroll through the Select Patient dialog box looking for “Archived” to show up in the Status column, or you could quickly pull that information from your database using eDex.

How To

  1. From any Dentrix module, click File > Switch To > eDex.


  2. Then click the Set Filters button, and check the box next to the type(s) of information you want to view, such as Archived Patients
  3. Click Close. eDex produces a list that matches your filtering criteria.
If you want to see a list of all of your inactive or non-patients, check those filters. Want to quickly see if an employer has already been entered in Dentrix so you avoid duplicates? Set that filter.

Depending on the filters you selected, once the list is generated you can click any item and see additional information: 
  • If you selected a patient filter, click on a patient and see patient information.
  • If you selected the an employer filter, click an employer and see a list of patients and insurance plans assigned to that employer.
  • If you selected an insurance filter, click on an insurance plan and see that plan's coverage table, insurance plan note, and a list of insured patients.
  • Click on the different Dentrix module icons along the bottom of the screen to easily open that module for the selected patient. 
There's a lot of information available to you in eDex, and using built-in filters can help you access it!

Read Managing Your Contacts in eDex for more information.

Tuesday, February 12, 2019

How to Make Treatment Plan Estimates Less Overwhelming for Patients

When a patient needs extensive treatment but can’t afford to complete it all at once, it makes sense to break the treatment out into several visits. It makes it easier for the patient to plan for the expense and to spread the cost out over time.

If you’ve worked with a patient to complete their treatment in stages like this, it’s important to present that information to the patient with clear information about which procedures will be included in each visit and what the estimated total for each visit will be. You accomplish this with one click by printing subtotals by visit on the Treatment Case Report.

To print subtotals by visit on the Treatment Case Report:

  1. Arrange the patient's treatment into separate visits as needed.
  2. Select the case you want to print, click the Print button, and then select Print Treatment Case.
  3. In the Case Procedure Options group box, enter the number of visits you want to include on the printout. (If you want to include all the visits, clear out any number in that field and Dentrix will include all visits.)

  4. Check the Print Subtotals by Visit option to print a subtotal of the price estimates for each visit. Set the other report options as desired and click OK.
For more tips about making treatment case printouts easier for patients to understand, see the Dentrix Magazine article titled, Give Patients the Info They Need to Say Yes.

Tuesday, February 5, 2019

What's the Difference?

Have you ever been curious what the charges for a day would have been if everything had been charged out at your full office fee schedule?

For example, when your office is contracted with an insurance plan, you probably post the lower insurance fee to the Ledger. What is the difference between what you actually charged and what you would have billed if that insurance fee had not existed?

You can spot the difference between the charged fee and full fee in your Day Sheet report grand totals. In your Day Sheet report options (found in the Office Manager > Reports > Management > Day Sheet), select Compare to Fee Schedule and choose your UCR fee schedule.


This option adds two additional lines to the Day Sheet Report:
  • Compared To (the selected fee schedule) - if all procedures listed were billed out at the selected fee schedule price, this is what the total production would be
  • Net Difference - the difference between "Charges" and "Compared to (the selected fee schedule)

The numbers may be more useful if you run the report for certain billing types only, rather than for the entire practice. For example, select billing types that represent accounts with PPO plans only.

For additional information, see the Dentrix Office Manager Blog post: How Much Money Am I Writing Off?