Tuesday, April 29, 2014

Using the Patient Report (By Filters) to Find Specific Groups of Patients

Updated 2/20/2019

The Patient Report (by filters) report in Dentrix allows you to create custom reports. You can use it to find patients in your database using over 30 different filters, and it provides you with the ability to choose what information about those patients should be included in the report.

You can use the Patient Report (by filters) to find a variety of information that's not in other Dentrix reports, including:
  • Patients who came in for a new patient exam but have not returned for a follow up or recall visit.
  • Patients who were referred to your practice this month who had restorative work completed.
  • Patients with a specific medical alert.
  • Patients (both active and inactive) attached to a continuing care type you want to delete.

To generate the Patient Report (by filters) report:
  1. From the Office Manager, click Letters & Custom Lists >Misc. select Patient Report (by filters) from the list of options, and then click Edit.

  2. In the Patient Report View dialog box, select the criteria you want to use to filter patients.

    *Note: Filters that allow you to check different options (such as Gender or Position) can be left unchecked if you want to include all the filter options in your search. For example, you can leave Male and Female unchecked and Dentrix will include both male and female patients. But if you just wanted male patients, you would need to check Male and leave Female unchecked.
  3. Click OK.
  4. With Patient Report (by filters) still selected in the Misc. Letters dialog box, click Open List Manager.
  5. The List Manager will appear showing a list of patients who match your filter criteria.

For more information, read The Dentrix G6 List Manager article in Dentrix Magazine.

Tuesday, April 22, 2014

Entering Patient Disability Status for Insurance Claims

Updated 2/20/2019

Did you know that you can set a patient's permanent disability status for insurance claims from either the Family File or the Appointment Book? When you enter that information from either of these modules, it is marked by default every time you generate a claim.

From the Family File:
  1. With a patient selected, double-click the Insurance block.

  2. Click the Insurance Claim Information button.

  3. In the Additional Information section, you can mark the box for Disabled, as well as enter other information about accidents and injuries.
    • Click OK to save your changes.
    • Click OK to return to the Family File.

From the Appointment Book:
  1. Double-click the patient's appointment to open the Appointment Information dialog box.

  2. Click the Ins Claim Info button.

  3. In the Additional Information section, you can mark the box for Disabled, as well as enter other information about accidents and injuries.
  4. Click OK to save your changes.
  5. Click OK to return to the Appointment Book.

For additional information about setting insurance claim information, see the Setting Default Claim Information and Editing Insurance Claim Information topics in Dentrix Help.

Tuesday, April 15, 2014

Assigning Billing Types in Dentrix

Updated 1/4/21

If you want a convenient way to filter patients for reports, correspondence, billing statements, or other office tasks (such as applying billing or late charges), be sure you are assigning patient accounts to billing types. Assigning accounts to an appropriate billing type allows you to generate reports and lists for a specific group of patients assigned to that type.

To assign a billing type to an account:
  1. From the Family File, select the head-of-household for the family.
  2. Double-click the Balance/Billing Type block.

  3. In the Billing Type section, select the billing type you want to assign to the family account.

  4. Click OK.

Additional Information

  • Billing types allow you to categorize your patients based on their account type. You can use billing types to include or exclude groups of patients from reports, letter merges, and billing statements, or to indicate that they are part of a specific PPO insurance plan. 
  • It’s important to take the time to assign patients to the correct billing type if they have a change in financial situation so they are included with the right groups of patients on reports and billing statements.
  • Billing types are assigned to the entire family. If you change a billing type for one patient in a family, the billing type for all other family members will be changed as well.
  • If you want to make a note about why you are changing the billing type, click the Guarantor Notes button to access the family's guarantor notes, and make the note there.
For more information about how to customize billing types, as well as a list of the 10 default billing types that come standard with Dentrix, see the Customizing Billing Types topic in Dentrix Help.

Tuesday, April 8, 2014

Customizing Continuing Care Intervals for Individual Patients

Updated 9/17/2020

When you use the continuing care system in Dentrix, each patient is attached to their own continuing care type(s). These continuing care types are set up with defaults (like six months between prophy visits) but Dentrix allows you to adjust the interval for each continuing care type on a patient-by-patient basis.

When you adjust the intervals for individual patients, every patient can be set up on exactly the interval they need and their continuing care due dates will reflect their own intervals instead of the standard intervals used for the rest of the practice.

To change a continuing care interval for a patient:

  1. With a patient selected in the Family File, click the Continuing Care block. The Continuing Care dialog box appears with the patient's name included in the title bar.

  2. Double-click the continuing care type to be changed.

  3. To set the interval for the patient's continuing care, click the search button next to the Due Date field.

  4. Change the interval to reflect the amount of time that should elapse between the patient's continuing care visits. If you want the interval to extend an extra day to prevent insurance billing problems, select +1 Day. Click OK.
    Note: When you change the interval, the patient's continuing care due date is automatically updated to reflect the new interval period. You can manually reset the date by typing the date in the New Due Date field after you set the interval.
  5. Close the Continuing Care module.

For more information read Customizing Recall for Your Patients in Dentrix in Dentrix Magazine.

Tuesday, April 1, 2014

Hiding a Patient on the Treatment Manager List

Updated 9/27/2019

The Dentrix Treatment Manager is an interactive tool that allows you to generate a list of patients with outstanding treatment plans. You can use this list to contact patients and encourage them to schedule an appointment.

As you are contacting patients using the Treatment Manager List, you may want to temporarily remove a patient from the list because you have already made contact with them, or because you don't want to contact them for a specific reason (such as an outstanding balance). You can temporarily hide patients from the list so you can continue working from the list to contact other patients.

To hide a patient from the list:
  1. From the Appointment Book, click the Treatment Manager button. Set your View options and click OK. The Treatment Manager window appears.

  2. Right click on the patient's name you want to remove from the list.
  3. Click Hide Patient. The patient is removed from the list until the next time the list is generated.

For more information about using the Treatment Manager, see the various topics under Treatment Manager in Dentrix Help, or read Using the Treatment Manager to Keep Your Schedule Full in the Dentrix Magazine online archive.