Tuesday, March 26, 2019

Using eDex to Find Insurance Subscribers

Your practice owner is debating whether to continue to accept insurance carriers with fewer than 50 patient subscribers. He wants to know how many patients subscribe to each insurance carrier you currently accept.

To find this information, you could create a custom report (by filters), but that would involve having to spend time setting multiple filters, enabling data fields, and then generating the actual report.

But did you know there’s a faster, easier way to accomplish this task using eDex? In fact, it's a simple five-step process:
  1. From any Dentrix module, select the eDex button.

  2. Click the Set Filter icon (top right corner icon with a funnel image).
  3. Uncheck all the filters except Insurance Carriers, and click Close.
  4. From the list of insurance carriers that appears, select a carrier.


  5. On the right side of the screen, review the list of Insured Patients, which gives you the number of patients insured by the carrier, followed by individual patient names.

That's it! You can easily see the number of insurance patients for the insurance carrier that you selected, and can easily choose another carrier from the list to see its number of insured patients, without having to generate a report.
For more information about using eDex:

Tuesday, March 19, 2019

Just the Way You Like It - Setting the Batch Processor Preview Options

Updated 10/11/2019

Chances are, you send multiple reports, billing statements, insurance claims, etc. to the Batch Processor during your workday. But did you know that before you print anything, you can preview these batched items and save your favorite preview settings for viewing documents in the future?

To preview your document from the Batch Processor, you can simply double-click the document in the list. You don’t have select the document in the list and then click the Preview button. Just double-click it!

Once you’re in the Print Preview screen, click Options.


Listed in the Options menu are the following settings you can select and use for all future previews:
  • Save Defaults on Exit – When checked, this option will save all the preview settings you’ve made as the default and open with these settings the next time you preview a document.
  • View One Page – This option displays the selected document one page at a time.
  • View Two Pages – This option displays the document two pages at a time.
  • Zoom – This option lets you specify how large the preview is displayed on your screen.

If your document preview consists of multiple pages, you can quickly jump to the first or last page of the document using a keyboard shortcut. Just press the SHIFT + End keys, to jump to the last page, and to return to the first page, press SHIFT + Home.

Take some time to explore these options in the Print Preview window. Discover what works best for you, and then be sure and click Save Defaults on Exit to save your settings, but note that these preview settings are workstation-specific, and will only be saved for the computer on which they were selected.

For more information, read the various topics listed under Batch Processor Overview in Dentrix Help.

Tuesday, March 12, 2019

Switching from a 12-Hour to a 24-Hour Time Clock in Dentrix

Does your payroll system require you to report hours worked as a decimal rather than in hours and minutes? And are you tired of having to convert times after noon to the military version, or having to divide the minutes worked by 60 to get the necessary decimal equivalent?

With Dentrix, you can easily fix these problems by changing your payroll setting from a 12-hour clock to a 24-hour clock.

Use the following steps to change your time clock setting.

  1. Locate the Dentrix Quick Launch icon in the notification area of the Windows taskbar, at the lower-right corner of the screen. You may need to click the Show Hidden Icons arrows to display the icon.


  2. Select Time Clock > Time Clock Setup.
  3. In the General Settings group box, open the Time drop-down menu and select either Use 24 Hour Clock or Use 24 Hour Clock [decimal Totals].


  4. Click OK to save your settings.

That's it! Your office's time clock will now display and calculate based on a 24-hour clock. And your employee Time Punch/Payroll reports will display in the 24-hour format of your choice.

Additional Tips
  • If passwords are enabled, to perform time clock setup tasks, the user must have the password rights to "Time Clock, Setup."
  • If you select the Use 24 Hour Clock option, the time will display with the military version of the hour, and be based on 60 minutes per hour. For example, 2:30 pm will display as 14:30.
  • If you select the Use 24 Hour Clock [decimal Totals] option, the time will display with the military version of the hour, and be based on a decimal version of the minutes: 15 minutes = .25, 30 minutes = .50, etc.
  • For additional information, read Setting Up Time Clock in Dentrix Help.

Tuesday, March 5, 2019

Choose Which Patient Details Are Visible When Selecting a Patient

Whether it be in an operatory or the consulting room, you have that one workstation where the monitor is more easily viewable by patients. Have you mastered the “hurry up selection” technique on that computer – getting in and out of the Select Patient dialog box as fast as you can so that (you hope) your patient doesn’t have time to see the personal details of other patients as you change to their file?
To alleviate this worry, on each computer you can customize the Select Patient dialog box to remove columns of information. That will cut down on the amount of information visible to patients.
In the Select Patient dialog box, right-click a column header. Select or clear the columns as needed, leaving the search results and Recently Selected Patients list as uncluttered (or as detailed) as you'd like.

Before…


After...


The customization only takes effect on this computer, so while this computer shows minimal columns of information, you other stations can still view all of the details.

Additional Information