Tuesday, December 17, 2013

Customizing Appointment Information Initial Reasons

Updated 9/27/2019

To save you time when scheduling appointments, Dentrix allows you to create a list of up to 20 appointment reasons that can be quickly accessed in the Appointment Information dialog box.

While this list is customizable, there are some guidelines for the appointment reasons that can be listed here:
  • The reasons must reference an existing procedure code or multi-code.
  • The reason must not reference a procedure or multi-code that requires a tooth number, surface, quadrant, or sextant.

You can customize Appointment Reasons from the Office Manager > Practice Setup > Definitions > Appointment Reasons.

Watch the following Dentrix Does It video for steps on how to customize the procedures within the Initial Reasons section of the Appointment Information dialog box.

Tuesday, December 3, 2013

Contacting Inactive Patients

Updated 1/14/2019

The key to a thriving dental practice is having your patients return to your office for routine hygiene visits and recurring exams.  But the reality is that some patients tend to fall off the radar. Did they move? Did they find another dentist? Are they just not making new appointments?  It's not always easy to know the answer to these questions, or to even know who these patients are.

With Dentrix you can run the Inactive Patient List to find three types of patients:
  • Patients who have not been back to the office recently (you can set a date to search for)
  • Patients who have no continuing care and no future appointments
  • Patients who are already flagged as inactive in the Family File

To generate the Inactive Patient List, from the Office Manager click Reports > Lists > Inactive Patient List.  Select the filtering options for the type of report you want to run, and generate the list.

Once you have your list of patients, you can use the default Inactive Patient letters within Dentrix to reach out patients and invite them to contact you or schedule appointments to get them back on track.

For more information about using Dentrix letters to contact inactive patients, see the Creating Letters topic in Dentrix Help. For more information on generating your own list, see the Inactive Patient List topic in Dentrix Help.

Tuesday, November 26, 2013

Charting Supernumerary Teeth

Sometimes patients have extra teeth in their mouths. You can easily chart these supernumerary teeth in Dentrix by following these guidelines:

For permanent teeth:
  • Add 50 to the closest standard tooth number (for example: a supernumerary tooth adjacent to tooth 12, would be entered as #62)

For primary teeth:
  • Add the letter "S" following the closest standard tooth number (for example: AS)

For a demonstration of how to chart supernumerary teeth in the Patient Chart, and post transactions in the Ledger, watch the video below:

Tuesday, November 19, 2013

Dentrix Reports Reference

Updated 9/27/2019

There are over 125 different reports that can be generated in Dentrix. With so many report options, you need a reference guide that helps you know the kind of information included in each report. Whether you are looking for a report that tells you which patients have unused insurance benefits, or a report to help you analyze your practice goals, the Dentrix Reports Reference is an excellent resource designed to help your office find reports and decide why and when to use them.

The Reports Reference lists each Dentrix report alphabetically, and categorizes them based on usage in the office. There are samples of each report showing you the key information included in the report, with recommendations of when to run them, and why.

To access the Reports Reference, log in to the Dentrix Resource Center, enter the Knowledgebase section, and click on the Documents tab. Find your version of the software and click on the Reports Reference link.

Tuesday, November 12, 2013

Create and Send a Pre-Estimate Claim

Updated 9/27/2019

For most offices, handling insurance claims is a big part of the practice management routine. Dentrix includes several features to simplify claim processing.

Did you know you can use the Dentrix Ledger to not only add procedures to a patient's treatment plan, but you can also generate a pre-treatment estimate for treatment-planned work?
To create and send a pre-treatment estimate from the patient’s Ledger:
  1. With a patient selected in the Ledger, from the Options menu, click Treatment Plan.
    Note: The Ledger-Treatment Plan view appears with a different background color, to help you know you are in the Treatment Plan view and not the Ledger view.

  2. Only treatment-planned procedures appear in the Ledger-Treatment Planview. (If there are no treatment-planned procedures, you can add them from this page by clicking Transaction > Enter Procedure.) Select the line item(s) to create the pre-treatment estimate for, and click Insurance from the Ledger menu and click Selected Procedures. The pre-treatment estimate will be created, and the Primary Dental Pre-Treatment Estimate dialog box appears so you can edit the claim information.

  3. In the Primary Dental Pre-Treatment Estimate dialog box, you can add attachments to the claim, such as X-rays and images by double-clicking the Claim Information block, and/or document the clinical narrative in the Remarks for Unusual Services box.
  4. Once you have modified the claim as needed, click Submit and choose to send the claim electronically, print it, or send it to the Batch Processor.

In a post on The Dentrix Office Manager blog, consultant Dayna Johnson gives additional tips for managing pre-treatment estimates titled, Don't Just Send It and Forget It.

Tuesday, November 5, 2013

Tracking Broken Appointments

Updated 1/14/2019

Has this ever happened to you? You come into the office on Monday morning and check your voicemail. You have a message from Stuart Sanders calling to cancel his 2:30 appointment.....again!

You know he has done this several times over the past few weeks, but you aren't sure how many times it's happened.  Did you know that Dentrix keeps track of this for you?

Every time you break an appointment for a patient using the Break Appointment button, Dentrix updates the Missed Appointment counter in the Family File and notes the date the patient was originally scheduled.  An entry indicating a broken appointment, including the appointment reason, is also added to the patient's Office Journal.  That's a lot that happens with the click of a single button!

For more information and tips like this one for using the Appointment Book, see the 10 Time-Saving Tips from the Appointment Book article in Dentrix Magazine.

Tuesday, October 29, 2013

Setting up Fast Checkout Options

Updated 1/14/2019

You've probably used the Fast Checkout button many times, but did you know that you can customize the tasks that are performed when you click it?

The Fast Checkout button, used as a patient checks out of your office, completes three important tasks all at once: it posts a payment, generates an insurance claim, and prints a receipt. You can customize these options to fit the needs of your office.

To set up your checkout options:
  1. From the File menu in the Ledger, click Fast Checkout Options Setup.

  2. Check the boxes nest to the tasks you want to perform when the Fast Checkout button is clicked in Dentrix.
  3. To print appointment reminder labels for patients when they check out, click Print Appointment Reminder Label. The label will print to the label printer you have set up in the Office Manager (File > Printer Setup.)
  4. To select checkout options for each patient because they tasks you perform at checkout vary, click Always Show Checkout Options.
  5. Click OK to save your settings.

By setting up these options, you'll be guided through the checkout process, saving you (and the patient who is anxious to leave your office) time.

For additional information on the checkout options, see the Setting up Fast Checkout Options topic in the Dentrix Help.

Tuesday, October 22, 2013

Find Patients with Unscheduled Treatment

Updated 4/27/2020

One of the most powerful tools available in Dentrix is the Treatment Manager. You can use the Treatment Manager to generate a list of patients with unscheduled treatment. Since the list is interactive, you can work directly from the list to call patients, send email messages, generate patient letters, make Office Journal notes, and access the Treatment Planner.

You can set filters to find specific groups of patients you want to schedule for treatment. With the temporary closure of dental offices due to COVID-19, you may want to concentrate on finding patients with treatment-planned procedures within a certain range, for example four-surface restorations that you are worried could turn into crowns.

To access the Treatment Manager, from the Appointment Book click the Treatment Manager button.

In the Treatment Manager View dialog box, set filters you need to find specific groups of patients.

For example, you can set filters to search for only active patients who have had treatment plans in the last year that include a specific set of procedures. You can also set filters to find patients with specific insurance plans and remaining benefits. Set the filters you want, and click OK.

From the information on the list you generated, you can contact patients and access the Patient Chart and Treatment Planner to see additional information as needed.

For more information about using the Treatment Manager to contact patients to schedule treatment, and using Dentrix tools to do so, read the Act Now to Boost Year-End Profits and Using the Treatment Manager to Keep Your Schedule Full articles in Dentrix Magazine.

Tuesday, October 15, 2013

Drag and Drop Scheduling from Appointment Lists

Updated 4/27/2020

Did you know that you can drag and drop an appointment from any of the Appointment Book lists right into an open time slot on the schedule?

First, from the Appointment Book toolbar, click Appt List. Select the list you want to work from in the Select List drop-down, such as the Unscheduled List, ASAP List, or Pinboard List.

Then, while viewing the list, click a patient's appointment to select it, and then drag it to an open spot in the Appointment Book. Once you confirm the movement of the appointment, it no longer appears in the list it came from.

Don’t spend time recreating appointments. When you drag an appointment to a new time, all the procedures and providers attached to the original appointment are moved with it. It makes rescheduling appointments a breeze.

To learn more, read The New Dentrix Appointment List article in Dentrix Magazine.

Tuesday, October 8, 2013

Setting Up Document Types

Updated 9/27/2019

When you save a document in the Dentrix Document Center, you must assign it a document type as a way of categorizing it. By default, Dentrix comes with several different document types that you can use to categorize patient documents, but you can also create additional document types or modify existing ones to more closely align with how your office works.

You'll want to quickly find these documents at a later time, so using a type that is descriptive of the documents assigned to it is essential.

To set up a new document type, and edit or delete a default type:
  1. In the Document Center, select Setup > Document Types.

  2. Add, edit or delete a document type:

    • To add a new document type, enter a description for the document type in the Description field and click Add.

    • To modify an existing document type, select the document type from the list, and click Change. Replace the existing description with a new description.

    • To delete an existing document type, select the document type from the list and click Delete. Click Yes to the confirmation message that appears.
      Note: If the document type is attached to documents in the Document Center, the Delete Document Type dialog box appears. Select another document type to assign all the documents to when the document type is deleted.

  3. Click Close to return to the Document Center.

Note: Only document types that do not contain signed documents can be modified or deleted.

You may find that the default document types are sufficient for the way your office stores information. Or you may need to add or modify document types to better organize documents in a way that make sense with how your office works. Either way, set up document types that help you to manage, and later find the documents stored in the Document Center.

For more information, see these topics in Dentrix Help:

Tuesday, October 1, 2013

Splitting a Primary Insurance Claim

Updated 1/14/2019

At times, insurance carriers will send a partial payment for an insurance claim. You can post the partial payment while still keeping track of the unpaid procedures by splitting the claim. Once the original claim is split into two or more separate claims, you still have all the reports and options available with any unpaid claim.

To split a primary insurance claim:

  1. With a patient selected in the Ledger, from the transaction log, select the primary insurance claim you want to split.
  2. From the Insurance menu, click Split Primary Claim.

  3. Under Claim #1, select the procedure(s) that you want to move to the second claim. Click the Down Arrow button. Dentrix moves the selected procedures to the Claim #2 area.

  4. Click OK to exit. Two claims with the same date appear in the Ledger.
For more information on splitting claims, see the Splitting Claims topic in the Dentrix Help.

Tuesday, September 24, 2013

Creating Time Blocks

Updated 9/27/2019

Setting up Time Blocks allows you to reserve specific times in your Appointment Book for certain types of appointments, such as appointments for new patients or appointments with high production. Once created, the Time Block appears in the Appointment Book as a colored border surrounding the designated area of blocked time and contains the name of the time block and the provider assigned to it.

To create a time block:
  1. In the Appointment Book, from the Setup menu, click Provider Setup.
  2. Select the provider for which you want to set up the time block and then click the Setup button.
  3. In the Set Time Blocks group box, click Add.
  4. Enter a Time Block Name (12 characters maximum, such as New Patients or Crown/Bridge), and select a color the outlined time block will appear in
  5. Select the day(s) of the week, and starting/ending for the time block.
  6. Select an Assigned Operatory from the drop-down list for the time block.
  7. Select a Block Appointment Type to designate whether the block should be used for low, medium, high, or general production appointments.
  8. Click OK to save the time block and return to the Appointment Book.

Once created, the time blocks will appear in your Appointment Book (if they don't, make sure you have selected the Perfect Day Scheduling button located at the top right of the Appointment Book toolbar).

Because time blocks are designed to "reserve time" for specific types of appointments, when you try to schedule an appointment that doesn't match the description you've set up, you will see a warning message asking if you want to go ahead and schedule within the block anyway.
Try using this tool to set aside time for the types of appointments you have trouble fitting into your otherwise full schedule.

For more information, read the Scheduling for the Perfect Day article in Dentrix Magazine.

Tuesday, September 17, 2013

Multi-Code 101

Updated 1/14/2019

Multi-codes are custom code sets that contain a group of procedures. By using multi-codes, you can save time when posting groups of procedures that you often post together, such as a prophy and exam or a crown and buildup.

Designed to save you time when charting, scheduling, and posting procedures by not having to post each procedure individually, several multi-codes come already installed with Dentrix. For example,  the XXRCC multi-code contains individual procedure codes for a root canal and crown. Similarly, the XXWis  multi-code contains the individual procedure codes needed to post the surgical extraction of all wisdom teeth.

In addition, some of the pre-installed multi-codes group a code with selected surfaces or quadrants. You can use the XXPeL multi-code to post quadrant scaling and root planing to both the lower left and right quadrants at the same time.

You may find that you need to create your own multi-codes, based on the types of procedures your office routinely completes. In the Multi-Code Editor in Dentrix, you can specify a description for the multi-code, set the amount of time required to complete the group of procedures the multi-code consists of, and which procedures (surfaces, quadrants, etc.) are part of the code.

Once created, the multi-code can then be selected from list of procedure code categories when creating an appointment in the Appointment Book,

when entering procedures from the Ledger,

or when entering procedures from the Patient Chart.

For specifics on how to create, edit, or delete a multi-code, or to see a complete list of the multi-codes installed with Dentrix, review the Multi-Code Setup topic in Dentrix Help.

Tuesday, September 3, 2013

Assigning A Default Provider for Continuing Care Types

Updated 9/27/2019

When setting (or editing) a patient's continuing care, you can assign a default provider for the continuing care type. Hygienists can assign themselves to be the default provider for specific continuing care procedures they typically perform.

For example, if a hygienist performs scaling and root planing on a patient, she can assign herself to be the default provider for that patient's perio maintenance. The patient will have a better experience when they return for perio maintenance because they are receiving consistent care from the same provider.<

This customization when assigning a continuing care type to a patient is also helpful in practices where hygienists are paid on production. By assigning themselves as the default provider for their patients' continuing care types, the hygienist can help ensure that her patients are being scheduled for appointments with her and not with another hygienist in the practice.

To assign a default provider, in the Set Continuing Care dialog box, mark the correct provider in the Provider group box. Prov1 and Prov2 are the patient's default providers in the Family File. If you are the patient's secondary provider, mark Prov2. Otherwise, mark the Spec option (which allows you to select a specific provider) and select yourself from the list.

For additional information, see the Assigning a Specific Provider for Continuing Care blog post.

Tuesday, August 27, 2013

Options when Generating the Aging Report

Updated 9/24/2019

The Aging Report shows all the accounts with a balance in a specific aging bracket. This report can customized to show a range of patients, providers, billing types, minimum balance, and minimum days past due. This lets you create a report that only shows you the information you want to see without having to weed through information outside your focus.

Let's say you wanted to concentrate on accounts that haven't made a payment in the last 30 days. By default the Aging Report includes all accounts, regardless of their last payment date. But, you can use the Last Pmt Before date to exclude accounts that have made a recent payment. For example, if the date entered in this field is for the prior month, Dentrix excludes any accounts that have made a guarantor payment within the prior month from the Aging Report.

For additional information about how to generate the Aging Report, see the Aging Report topic in the Dentrix Help.

Tuesday, August 13, 2013

Entering Batch Insurance Check Payments

Updated 8/31/2020

Did you know that Dentrix lets you post payments to multiple claims quickly and easily without having to open each patient's claim individually? The Batch Insurance Payment Entry feature in the Ledger lets you post payments and adjustments for all claims associated with an insurance check, all within the same window. 

You can access this feature from the Ledger by clicking File and then Enter Batch Ins. Payment.  
Under Insurance Payment, in the Amount box, enter the amount of the insurance payment and then select a Payment Type. Depending on the payment type, enter either a check number and bank/branch number, or the last four digits of the card and card description.

Next, select an insurance carrier. All the open claims for the carrier will appear in the list. Don’t be alarmed if multiple open claims appear under Pending Claims. The insurance check may not include payments for all of the claims listed, but all open claims for the carrier will appear in this list.

To make it easier to find the claims you need, click any of the column headers to sort the information. For example, click Subscriber Name, Patient Name, or Date.

Select an open claim from the list and then, under Enter Payment, you will see the itemized detail for the claim. Click the Paid box and enter the amount that was paid by insurance for that procedure. Use the Enter or arrow keys on your keyboard to move quickly to different boxes within this section and update all amounts insurance paid for the procedures.

To update the payment table for a procedure, under the Pmt Table column, select the Update check box for that row. Fill in any adjustment, deductible, and claim status note information as needed. When you've entered the detail for the claim, click Post Claim

Repeat as needed for the other claim payments included on the insurance check. When finished, click Close to post the payments to the Ledger.

For additional information, see the following topics in Dentrix Help:

Tuesday, August 6, 2013

The Batch Payment Entry Utility

Updated 9/27/2019

Did you know you can save time and reduce posting errors by using the Batch Payment Entry utility in the Ledger?

With the Batch Payment Entry utility, you can enter multiple patient payments at a time without having to open each patient's individual Ledger. Using this utility you can save time when posting payments you receive in the mail each day. The utility also helps cut down on posting errors because it lists all the payments entered, allowing you to double-check that payments have been posted correctly.

To enter batch payments:
  1. In the Ledger, click File > Enter Batch Payments.

  2. Click the search button in the Patient Name field and select the name of the patient for whom you will post a payment.

  3. Enter the details of the payment as you normally would, and click OK. The payment details appear in the Batch Payment log.

  4. Repeat steps 2-3 for all other patient payments.
  5. When finished entering payments, compare the Batch Total and number of Entries in the Batch Payment Entry dialog box with your original documents as a cross check.
  6. In the case of a discrepancy, highlight the incorrect entry and click Edit.
  7. Click Close to return to the Ledger.
The next time you have a stack of payments you need to enter, try using the Batch Payment Entry utility, to see how it can streamline your process.

For more information, read the Entering Batch Patient Payments topic in the Dentrix Help.

Tuesday, July 30, 2013

Options When Using Dentrix Letter Merge

Updated 9/27/2019

You probably know that you can use the Dentrix letter merge to create custom cards and letters, but you may not realize that you can also use this feature to create patient lists. For example, if you wanted to see a list of accounts receiving a collection letter, you could generate this list pretty easily using the letter merge feature. After you have set the filtering criteria for your letters, you can make the choice to generate letters or lists.

For additional information about generating patient letters, view the various topics under Creating Patient Letters in the Dentrix Help.

Tuesday, July 23, 2013

Using the "If Not Billed Since" Option When Generating Billing Statements

Updated 1/11/19

We all know the importance of sending billing statement to those patients who own you money. But you don't want to confuse or annoy your patients by sending them statements more often than once a month. That's where enabling the If Not Billed Since option comes in.

Dentrix keeps track of the last date a billing statement was printed or sent electronically. When you generate a new batch of billing statements, check the box next to the If Not Billed Since option. A date field appears with this option and defaults to 30 days ago. This is to ensure that statements aren't sent to patients who have received one in the last month.

Let's say that you printed an individual billing statement for John Doe yesterday as he was checking out. Today, when you are printing billing statements for patients with last names A-J, Dentrix will only print billing statements for those families or patients who have not had a statement printed (or sent electronically) in the last 30 days--and will not print one for Mr. Doe.

Be sure to check this option when you generate billing statements so patients don't get multiple billing statements during the month, which can cause confusion.

For more information, read the Billing Statements Made Easier article in Dentrix Magazine.

Tuesday, July 16, 2013

Viewing Production Value of Individual Appointments

Updated 9/27/2019

Last week, we showed you how you could see your scheduled production at a glance in the Appointment Book. Another important figure you may want to see at a glance is the scheduled production value of individual appointments. You can view the production amount of individual appointments by completing the following steps:
  1. From the Appointment Book menu click View.
  2. Select the view you're using and click Edit.
  3. In the Appointment Display Info group box, select a line item and select Amount from the drop-down list of options.

  4. Note: The Amount will now replace the information previously being displayed on that line. Be sure to choose a line that isn't showing critical information, such as the patient Name or the Appt Reason.

  5. Click OK to save your changes.
  6. Repeat for any other views in which you want to see appointment production amounts.

Note: Dentrix rounds production amounts to the nearest dollar and camouflages them by adding a zero in front of the amount, making it less likely that patients will associate the number with revenue.

For more information, read the Setting up Views topic and watch the accompanying video in Dentrix Help.

Tuesday, July 9, 2013

Viewing Scheduled Production Amounts

Updated 9/27/2019

If you're setting daily production goals or you just want to see how productive your day is going to be, try viewing the Scheduled Production Amount in the Appointment Book. With this feature enabled, you can view your daily scheduled production amount just by glancing at the Appointment Book. It's displayed in the top right corner of the Appointment Book next to the Previous, Today, and Next buttons.

To enable this feature:
  1. From the Appointment Book menu click View.
  2. Select the view you're using and click Edit.
  3. Click the View Amount option and click OK.

  4. Repeat for any other views in which you want to see the daily schedule production amount.

Note: Dentrix rounds production amounts to the nearest dollar and camouflages them by adding a zero in front of the amount, making it less likely that patients will associate the number with revenue.

For more information, see the Setting up Views topic in Dentrix Help. 

Tuesday, July 2, 2013

The Difference Between Payment Agreements and Future Due Payment Plans

Updated 9/27/2019

Dentrix allows you to manage two different kinds of payment arrangements with your patients: Payment Agreements and Future Due Payment Plans.

Payment Agreements can be used when treatment has been completed, and the balance will be paid over time. For example, if a patient has accrued a large balance and has asked to be able to make monthly payments on the balance you would set up a payment agreement.

Future Due Payment Plans can be used when treatment will be completed over time, and you want to change an account monthly. For example, if you are completing orthodontic treatment for a patient over a 24-month period, you would set up a future due payment plan to charge out a monthly amount.

With payment agreements, Dentrix keeps track of whether or not a payment has been made by a patient. With future due payment plans, Dentrix keeps track of when to post a charge for the patient.

For more information, see the Setting up Payment Agreements and Creating Future Due Payment Plans topics in the Dentrix Help. Or read the Payment Agreements Benefit You and Your Patients article in Dentrix Magazine.

Tuesday, June 25, 2013

Finding Available Appointment Times within a Time Block

Updated 5/5/2020

The Find New Appointment Time feature allows you to quickly find available times in your schedule that match specific criteria that you set. If you are looking for an opening with a specific provider, on a specific day, within a specific time range or time block, let the Find New Appointment Time do the searching for you.

  1. In the Appointment Book, click the Find New Appointment Time button.
  2. In the Find New Appointment Time dialog box, select the providers, operatories, days, dates, times and/or time blocks you need for the desired appointment.

  3. Click Search.
Dentrix will show you a list of available appointment times that fit your search criteria, and are within the specified time block. 

Select an appointment date from the list that and click Select. The Appointment Book advances to the date when you can create the appointment.

For additional information, see our previous tip titled, Setting up Time Blocks for Providers.

Tuesday, June 18, 2013

Dentrix Update Manager

Updated 9/27/2019

Dentrix now includes the an Update Manager. The Dentrix Update Manager helps you keep your software up to date by notifying you when new updates are available and giving you the status of each so you can easily see which are still needed.

To view the Update Manager, from the Office Manager, click Help > About Dentrix. Then click the Check for Updates button.

For additional information, see the Checking For and Downloading Updates topic in the Dentrix Help.

Tuesday, June 11, 2013

More Information Button

Updated 9/27/2019

One of the often overlooked, but highly useful, buttons in Dentrix is the More Information button.

This button is available in all patient-specific modules, as well as from the Lab Case Manager, Treatment Manager, and Collections Manager.

The More Information dialog box displays additional patient information, such as patient contact information, family members, appointment history, continuing care due dates, and balance information. You can also access the patient's Ledger, and add an Office Journal entry from within this dialog box. When you click on any of the patient's family members, you can see the same information for that family member and click Select Family Member to select that person in the module.

For more information about how to use this dialog box, see the Viewing More Patient Information topic in the Dentrix Help.

Tuesday, June 4, 2013

How do you spell "anesthesia"?

Did you know that all editable note fields in Dentrix include a spell check option?
Be sure to use this feature so that your notes are free from misspelled words, making them more accurate and professional.

Simply enter the text of your note in the field provided, and click the Check Spelling button: 
The Check Spelling dialog box opens and works just like any standard spell-check tool. It's quick and easy to use!

Tuesday, May 28, 2013

Patient/Family Alerts

Updated 9/27/2019

Did you know you can create alerts that are assigned to individual patients, selected family members or all family members? That way you don't have to spend time recreating the same alert for each member of the family.

To create patient/family alerts:
  1. Select the patient you want to add the alert to from the Family File.
  2. Click the Patient Alert button. (A white flag means there are NO alerts attached to the patient, while a yellow flag means there ARE alert(s) attached.)

  3. In the Select Date group box, enter a Start and End date for the alert, or check Always.
  4. In the Options group box, check the box for Also apply Patient Alert to:

  5. Select one of the following:

    • All Family Members - The option will attach the Patient Alert to all members of the selected patient's family.
    • Selected Family Members - This option allows you to choose which family members (in addition to the one selected) this alert will be attached to. Click the search arrow to open the Select Family Members dialog box from which you can select additional family members, and click OK.

  6. Add a description of the alert and use the Alert Notes button to select from a list of Alert Notes set up in Definitions.
  7. Select which area(s) within Dentrix in which the Patient Alert should display.
  8. Click OK.

There is no limit to the number of alerts you can assign to a patient, giving you the flexibility to create as many alerts as you need.

For more information about patient alerts, see the Effectively Using Patient Alerts blog post.

Tuesday, May 21, 2013

Screen Capture Tool

Updated 9/27/2019

Dentrix includes a screen capture feature that allows you to capture any image on your computer screen, including graphics, images from third-party software, X-rays, perio charts, and Web pages. These images can be stored directly in a patient's Document Center.

To use this feature:

  1. From the Document Center toolbar, select Acquire > Screen Capture.>

  2. From the Screen Capture dialog box, select Start Capture. The mouse icon changes from an arrow to a cross-hair icon.

  3. Click and drag over the area of the screen you want to import into the Document Center. The image is stored in the patient's Document Center.

You can adjust the settings for which category the document will be stored under by clicking Setup > Acquisition Method Defaults from the Document Center toolbar.

For more information see the Acquiring Screen Capture topic in Dentrix Help.