Tuesday, August 26, 2014

Viewing Scheduled Amounts by Provider

Updated 4/25/2019

Did you know you can get a snapshot of provider production stats at a glance in the Appointment Book? You can see how much production each provider has scheduled each day, how much each provider has produced so far this month, and how providers' production compares to their monthly goals by viewing the scheduled production by provider in the Appointment Book.

To view scheduled production by provider:
  1. Set up an Appointment Book view that includes only the provider(s) whose production you want to see, and select that view. The providers included in that view will be the only providers whose scheduled production statistics are displayed.
  2. Click the Calendar button. The providers whose statistics are included in the totals are listed at the top of the dialog box.
  3. Click Scheduled Production to view the production statistics.

Things to look for:
  1. The scheduled production total for each day is listed on that day.
  2. The total Scheduled production, Month Goal, Variance between the goal and the scheduled production, and total completed Production for the month to date are listed at the bottom of the dialog box, along with the MTD New Patients seen.
  3. The Month Goal statistic is based on the amounts of the goals set up for each provider in the Practice Analysis in the Office Manager.
  4. The completed Production total and MTD New Patients total are based on the last time the month was closed in Dentrix. If you are behind in closing your month, these statistics will include the totals since the last time you closed the month.

See these past Tip Tuesday posts for information on how to see scheduled production for a selected day in the Appointment Book, and how to see the production value of individual appointments.

Tuesday, August 19, 2014

Entering Insurance Claim Status Notes

Updated 4/25/2019

Dentrix makes it easy for you to keep track of your follow-ups on insurance claims. In the Primary Dental Insurance Claim window, you can indicate the claim status and date, and you can also type a note to go along with the status so you have all the information you need. Claim status notes are a great place to store information about claims.

To enter a claim status note:
  1. From the Ledger, locate the claim you want to add a note to. Double-click the claim.
  2. Double-click the Status block.

  3. Check the status you want to set:
    • Claim Sent - When the claim is sent, the status is automatically flagged as Sent, and the Sent Date defaults to the current date. When the claim is received, the status is automatically flagged as Received, and the date defaults to the date of the payment or estimate. You can change the date if necessary.
    • Tracer Sent - Select this option if you attempted to track the claim and enter the appropriate date.
    • On Hold - Select this option if the claim is on hold and enter the appropriate date.
    • Re-sent - Select this option if the claim was resubmitted and enter the appropriate date.
  4. To clarify or give additional information about the status of a claim, enter a note in the Claim Status Note text box. Click Insert Dateline to add a date to the text.
  5. Click OK to save the changes to the claim status.

For more information, read the Change the Status of Claims topic in Dentrix Help.

Tuesday, August 12, 2014

Refreshing Dentrix Reports for Real-Time Information

Updated 4/25/2019

When you generate a report in Dentrix, the settings and filters you use for the report are stored in the report that is sent to the Batch Processor. However, the actual report data is compiled when you view the report, so if you leave a report in the Batch Processor, you can view updated information for the report every time you preview it.

For example, if you are working on collections and you generate the Provider A/R Totals Report in the morning, you can preview the report and see a list of patients you can contact. As you work with outstanding accounts (entering payments in the Ledger, applying late charges, etc.), you can periodically preview the report again throughout the day to view updated payment and balance information without having to generate the report from scratch each time.

Note: It's still important to clear out your Batch Processor regularly. You can use the same report for a day or two at a time,but it's not a good idea to leave the same report in the Batch Processor for weeks or months.

For additional information there are a few topics to be found in the Batch Processor Overview topic in Dentrix Help.

Tuesday, August 5, 2014

Customizing the Procedure Code List in the Patient Chart

Updated 4/25/2019

Did you know you can customize which procedure codes appear in the procedure code list in the Patient Chart, and which you have to click <<More Codes>> in order to find?

You can edit this list so that the most common procedure codes you use in your office are listed when you expand the category they are assigned to.

To customize the procedure code list:
  1. From the Office Manager, click Maintenance > Practice Setup > Procedure Code Setup.

  2. Select the procedure code you want to add to the Procedure Code List in the Chart, and click Edit.
  3. In the Treatment Flags group box, check the Show in Chart option.
  4. Click Save to save your changes, and Yes to verify the change.
  5. Click Close to return to the Procedure Code Editor - Existing dialog box.
  6. Repeat the process for any other procedure codes you want to add to the list.
    Note: If you have the Patient Chart module open while you are making these changes, you will need to close it and open it again for the procedures codes to appear in the list.

For more information on editing procedure codes, see the Editing ADA-CDT Dental Codes topic in Dentrix Help.