Tuesday, February 26, 2013

Entering Deductibles Met/Benefits Used

Updated 4/21/2021

Dentrix automatically tracks benefits used and deductibles met for patients when you post an insurance payment. However, you may have patients who come to your practice mid-year. These patients might have met part or all of their deductibles for the year or used part or all of their maximum benefits. In this situation, you'll want to enter this information into Dentrix so it can be tracked for you.
  1. Select a patient in the Family File.
  2. Double-click the Insurance Block to open the Insurance Information dialog box.
  3. Click the Benefits/Coverage button.
  4. Click Deductibles/Maximums from the left margin.

  5. Edit the information as needed, and click Save to exit.

Bonus Tip:
You can also enter deductibles met and benefits used information from the Ledger. With a patient selected in the Ledger, double-click a pending/sent claim in the transaction log. When the Primary (or Secondary) Dental Insurance Claim window opens, double-click the Subscriber Information block. Enter the deductibles the patient has met in the appropriate fields of the Patient/Insurance Information dialog box that opens. Enter the benefits the patient has used and click OK to save your changes, and click File > Exit to close the claim.

For additional information, see the Editing Deductibles and Maximums topic in Dentrix Help.

Tuesday, February 12, 2013

The Auto-State Button

Updated 9/26/2019

Did you know that you can reduce the number of mouse clicks it takes to chart treatment by using the Auto-State button?

The Auto-State button acts like the Caps Lock button on your keyboard by allowing you to chart procedures with the same treatment status repeatedly.

In the Dentrix Patient Chart, the Auto-State button looks like a light switch.

Before you begin charting treatment, click the Auto-State button to activate it. You'll know it's activated because the background of the button will turn orange. Then select the status for the kind of work (Existing Other, Existing, Treatment Plan, or Completed) you are charting. Now each procedure that you post will be charted with the status you selected until you either deactivate the Auto-State button, or until you select a different status.

No more clicking a tooth, clicking a status button, clicking another tooth, clicking the same status button again--over and over and over again.

For more information, see the Charting Using the Auto-State Button topic in Dentrix Help.

Tuesday, February 5, 2013

Production Summary Report

Updated 9/26/2019

Have you been wondering how you spent your time last year? With the Production Summary Report, you don't have to wonder anymore.

The Production Summary Report is a very useful report that can be customized to show the number of times you have performed certain procedures, and the total amounts billed for those procedures within a date range.  This report also shows a percentage of your total amount billed divided by your total production charges. The higher this percentage, the more money the procedure is bringing into the office. That's good information to have! You can decide whether this report will be most beneficial to be run monthly, quarterly, yearly, or at some other interval.

Generate this report from the Office Manager > Reports > Management > Practice Analysis Reports. Then in the Practice Analysis Reports dialog box, in the Select Summary Reports section, check Production Summary.

For more information see the Running Practice Analysis Reports topic in the Dentrix Help.