Tuesday, February 24, 2015

Verify Billing Statements to Send

Updated 4/29/2019

One of the options you can use as part of your billing process is the Verify Billing Statements to Send feature. It allows you to preview your batch of billing statements and make changes before they are sent electronically or printed in your office. It also allows you to deselect specific statements and prevent them from being printed or sent electronically, so you don't have to print all the statements and manually pull out statements you don't want to send.

Before you can use this option, you need to enable it in the Preferences dialog box. To do this, from the Office Manager go to Maintenance > Practice Setup > Preferences. Then click the Print Options tab and check Verify Billing Statements to Send in the Additional Print Options group box.

To verify your statements before printing or sending electronically:
  1. Select the billing statements in the Batch Processor and click Print. From the Dentrix Print window, you can view a preview of each bill that will be sent. Use the left and right arrows to navigate in the preview window.

  2. To remove an individual bill from the batch so it will not be printed or sent electronically:
    1. Uncheck the Send Statement To option while previewing an account's bill. The bill preview turns gray, indicating that the displayed bill will NOT be sent or printed.
    2. Click the Verify button to see a list of all accounts for which bills were generated. Statements will be sent to the accounts that are highlighted in the list. You can remove accounts from the statement transmission by clicking on a name. The highlight will disappear indicating that the bill will NOT be sent. Click OK to return to the Dentrix Print window.
  3. You can add a personalized statement message for an account's bill by clicking the Guarantor Notes button while previewing an account's bill.
  4. Click OK in the Dentrix Print window to print the selected statements or to send electronically.

For additional information, view the video below.

For more information, read the Verifying Billing Statements topic in Dentrix Help.

Tuesday, February 17, 2015

Updating Secondary Insurance

Updated 4/29/2019

Since insurance coverage is not retroactive, Dentrix tracks what secondary insurance information was assigned to the patient when a primary insurance claim was created. Dentrix assumes that if the patient did not have secondary insurance assigned (or had a difference in coverage) when the primary insurance claim was created, any new secondary insurance information does not apply to that claim.
The Update Secondary Insurance option allows you to override the default if a mistake in assignment has been made.

To update secondary insurance information:
  1. Verify the secondary insurance information in the Family File is correct.
  2. From the Ledger, double-click the primary insurance claim.
  3. Double-click the Subscriber Information block.

  4. Check the Update Secondary Insurance box, and then click OK.

For more information, read the Assigning Secondary Insurance topic in Dentrix Help.

Tuesday, February 10, 2015

Creating Case Note Templates

Updated 4/29/2019

It's important to keep detailed notes about each case in the Treatment Planner so you have a history of the patient's proposed, accepted, and rejected treatment. You can set up case note templates that you can use in common situations, like when treatment is accepted or when treatment is rejected because of cost concerns.

To set up case note templates:
  1. From the Office Manager, click Maintenance > Practice Setup > Custom Notes > Case Notes Setup.

  2. Enter the name of the template in the Template Name field.
  3. Enter the text of the note in the Template Text field. If desired, click the spell check button to check the spelling of the note.
  4. Click Add to add the template name and text you have just entered.
  5. Click Close.

Once you have created the template, you can quickly access them when writing case notes in the Treatment Planner.

To use case note templates in writing case notes:
  1. With a patient selected in the Treatment Planner, click the Supporting Information tab.
  2. In the Case Note group box, use Templates drop-down list to select the appropriate case note template, and click Insert.

  3. Click Insert Dateline to insert the current date into the text of the note.
  4. Add any additional notes needed to the case note.
  5. Click Save Note to save the note.

For additional information, see the Adding, Editing or Deleting Case Note Templates topics in Dentrix Help.

Tuesday, February 3, 2015

Viewing by Selected Teeth in the Patient Chart

Updated 4/29/2019

When patients have extensive treatment history, it can be difficult to find treatment details or notes about a specific tooth or teeth. You can use the View by Selected Teeth option in the Patient Chart to find the history of a specific tooth or group of teeth.

To view by selected teeth:

  1. Select the appropriate patient in the Patient Chart.
  2. Select the tooth or teeth you want to view information about.
  3. Click View > Progress Notes > By Selected Teeth. Only the treatment for the selected tooth or teeth is displayed in the Progress Notes.

You can also view the Progress Notes by:
  • Specific date by clicking View > Progress Notes > By Date and selecting the date range you want to view.
  • Specific provider or group of providers by clicking View > Progress Notes > By Provider and selecting a provider or providers.

To view the Progress Notes for all teeth once you have viewed them by a selected tooth, date, or provider, click View > Progress Notes > View All.

For more information, read the Filtering the Progress Notes Panel topic in Dentrix Help.