Tuesday, August 27, 2019

Don't Overlook These New Features in Dentrix Questionnaires

By now you probably already know that Dentrix G7.2 Health History allows you to record medications that your patients are taking (ones not prescribed in your office).

But, did you know that the Questionnaires module has a few new Health History-related tricks up its sleeve too? If you modify your forms, you can allow your patients to type their medications in, and then use their answers to update their Health History. Additionally, you can now present medical conditions on your questionnaires in a "Yes/No" format.

Here are the steps to modify the form(s) that your patients fill out.
  1. In Questionnaires, click Edit > Questionnaires Setup.


  2. Select a form, and choose Edit Form.


  3. Click the Insert Patient Info button.


  4. From the list of options on the left side of the window, scroll to the bottom to find the two new options:
    • PI-Health History, Yes/No
    • PI- Medications
  5. Check the box next to the option(s) you want to add to the questionnaire, and click OK.
  6. Use the Move Up or Move Down buttons to position the new question within the questionnaire form.

Additional Information

Tuesday, August 20, 2019

Dealing with Discontinued Procedure Codes in Dentrix

When the ADA discontinues a procedure code, how do you get it out of the menus so that it does not get selected again?

For record keeping purposes, Dentrix will not allow you to delete any procedure code from the system. But you can make the code less-visible in Dentrix, so that it won’t be mistakenly assigned to patients in the future. Just follow these steps:

  1. Open the Procedure Code Editor, select the discontinued code, and click Edit.


  2. Uncheck the box for Show in Chart.
  3. Set the Auto Continuing Care option to NONE, if it isn't already.
  4. Change the Procedure Category option to NONE.
  5. Change the fee schedule fees for the procedure to $0. A quick way to do this is to double-click the first fee schedule, type a 0, then press the Tab key on your keyboard. Pressing Tab will jump down to the next fee schedule. Type a 0 and press tab again until all fees have been changed to 0.00. Then click the green check mark to save all the fees at once.
  6. Check the Do Not Bill to Dental Insurance option.
  7. Click the Save button to save your changes.
Once you have saved these changes, you'll want to look for the discontinued procedure code that may still be hiding in patients' existing treatment plans. Use the steps in our previous tip to find those patients. 

Tuesday, August 13, 2019

Keeping Patient Health History Accurate with the Inactivated Date

Do you have patients with health history items that should only be active for a certain time period? For instance, a patient may have been assigned the Pregnancy medical condition; however, that condition was assigned to her 14 months ago, and she is no longer pregnant.

Wouldn't it be nice if Dentrix would automatically inactivate it, without you having to do it manually? With Dentrix G7.2, you can set a date in the future for when a health history status will be set to Inactive. You can set inactivated dates for medical conditions, allergies, and/or patient-reported medications.

To add an automatic inactivated date to a new health history item:
  1. Open the patient's health history by clicking the Health History button.
  2. Click the Add button and select the type of item to be added (Medical Condition, Allergy, or Medication) from the drop-down list.
  3. As needed, set the Reported Date and Start Date.
  4. In the Inactivated Date field, set a future date for when the item's status should change to inactive.


  5. Use the search button (>>) to select a specific condition, allergy or medication.
  6. As needed, select Show as Critical and/or Display Pop-up Alert for this Patient and enter a note if needed.
  7. Click OK to review the warning message, and click OK to save.

Bonus Tips

If you've already created a health history item for a patient, and need to add an Inactivated Date, you can always edit that entry and set an inactivated date for it.

When you set an inactivated date for an item, the future date displays in the Inactivated Date column. This provides you an easy way to view if and when an item will be inactivated. 


Helpful Hints

  • The inactivated date remains editable until the scheduled date for inactivation, meaning you can change or clear the date up until the date set.
  • To clear an item's inactivated date, click the "X" to the right of the date field, then click OK. The item will no longer be automatically inactivated, and the date is removed from the Inactivated Date column in the main Heath History window.
  • Inactivating an item is permanent; however, it can still be viewed in the patient's Health History. By inactivating an item rather than deleting it, you maintain an accurate, comprehensive patient record that you can refer to at any time.
  • Setting the inactivated date to a date in the past, or as today's date, will result in the item instantly being inactivated when you click the OK in the warning message.
For more information, read the article titled, You Asked For It! Patient Health History in Dentrix from the Dentrix Magazine online archive. 

For details about this and other new features, visit the Dentrix New Features website to find videos and other helpful information.

Tuesday, August 6, 2019

Treatment Case Statuses: What's Old is New Again!

Patients don’t complete all treatment you diagnose right away, and that’s especially true of cosmetic treatment. What usually happens when you present cosmetic work is that the patient doesn’t reject the treatment outright, but they also don’t accept it right away. 

They say they want to wait on it, so the treatment case sits in the Treatment Planner with a “Proposed” status getting older and older. Then when you diagnose additional cosmetic treatment that you add to the case the case still has that old date on it and doesn’t look like it’s treatment the patient currently needs.



Did you know you can use treatment statuses to keep that date current? All you have to do is change the case status to “Proposed” again. 

Select the case and click the Update Case Status button. In the Update Current Case Status dialog box, make sure today’s date is in the date field and add a note saying you’re updating the status to keep the case date current. Then click OK.


The case will be updated with the same status it had before, but now it will have a current date so you know that the treatment is still valid and you need to keep asking the patient about that case. 


Note: The procedure date on the actual procedures in the case is only updated when you complete a case. If you update the case with any other status it will only change the case date, not the treatment plan date of the procedures in the case.

Learn More

To learn more about treatment case statuses, read Updating Case Status in Dentrix Help. 

For ideas about new ways to talk to your patients about treatment, read Communication and Customer Service Skills for the Clinical Team in the Dentrix Magazine article archive.