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.