Tuesday, May 26, 2015

Referring Procedures to Other Providers

Updated 6/25/2019

At times you may have a treatment case that you want to refer to another provider or specialist. You can easily refer patients to other providers in Dentrix.

To maintain a comprehensive record of your clinical interactions with patients, procedures that you intend to refer to another provider should still be entered into that patient's treatment plan. However, since the work won't be completed in your office, and you don't want those procedures to count against your production numbers, you must create a referral case which allows you to maintain an accurate case history, but not affect your production numbers.

To enter a treatment plan and create a referral:
  1. In the Treatment Planner, create a treatment case that includes all the procedures that you will refer to another provider.
  2. Select that case and click the Update Status button, and select Referred from the drop-down list of options.

  3. Make changes to the date or enter any comments as necessary.

  4. Click the Referred search button.

  5. Select the provider to whom you are referring the case and click OK to return to the Update Current Case Status dialog box.
  6. Click OK to return to the Treatment Planner.

When the case is set to Referred, Dentrix makes a number of automatic changes to the treatment plan. First, the procedures are edited and a Related Referral is added.

Additionally, the fee amount is changed to $0, indicating that there is no projected production attached to this case. Finally, a "R>" appears in the Progress Notes in the R column, indicating the procedures were referred out.

Bonus Tip: Procedures that have been referred do not show in the Treatment Plan View of the Ledger or in the Tx list for the Appointment Reasons when scheduling appointments.

For related information, read the Charting Referred Procedures article in Dentrix Magazine.

Tuesday, May 19, 2015

Adding Contacts to eDex

Updated 6/25/2019

eDex is an electronic contact manager and directory available in Dentrix G6. You can use eDex to manage and quickly search lists of patients (active, inactive, or archived), employers, insurance carriers, labs, non-patients, providers, staff, referrals, and any other contact you may want to remember.

You can add contacts to eDex and organize them by category. You can create custom categories to organize your contacts to best fit the needs of your office.

By default, eDex automatically includes all patients, employers, insurance carriers, providers/staff, and Referred To providers that have been entered into Dentrix. You can add the labs and pharmacies you work with, or the IT specialists, suppliers, and janitorial services your office uses to eDex, making it a comprehensive list of people and businesses you want to have contact information for.

To add a new contact:
  1. From the File menu of any Dentrix module, click eDex.

  2. From the eDex toolbar, click the New Contact button (indicated in the above image).

  3. Click the Category drop-down list and select a category for the contact.
  4. Enter the appropriate information in the Contact Information group box fields.
  5. Click Save to save the contact.

For more information about how to use eDex, watch the video below, or read the Dentrix Magazine article titled, Managing Your Contacts in Dentrix.

Tuesday, May 12, 2015

Using the New Dentrix G6 List Manager

Updated 6/25/2019

One of the new features introduced in Dentrix G6 is the List Manager. When you create custom lists in Dentrix you can now view the data in the List Manager without having to merge a letter. From the List Manager you can sort the data, access patient information from other Dentrix modules, and print the list as needed.

To view information in the List Manager:
  1. Use the Letters & Custom Lists option in the Office Manager to select a letter/list category from which you can generate a patient list according to your filtering criteria.

  2. Once you have set your filters, instead of merging the data, click the Open List Manager button. The Dentrix List Manager appears showing you patient information based on your filtering criteria.

  3. Each column of information is sortable. Click any column header to alphabetically or numerically sort the information in the list.
  4. Right-click any patient on the list to open a menu of options you can choose from to get additional information about the patient, such as the More Information window, acess their Guarantor Note, or open that patient in a different Dentrix module.

  5. To print the list, click Preview/Print.

You can also hide any patient from the list by right-clicking their name and selecting Hide Patient.

Bonus Tip: If you need to see the complete list again, including patients you previously hid, click the Refresh button to restore it to the original patient list.

For more information on generating the custom letters/ reports, see the past Tip Tuesday post: Using the Patient Report (by filters) to Find Specific Groups of Patients.

For additional information ,see the List Manager Overview topic in Dentrix Help, or read the Dentrix Magazine article titled, The Dentrix G6 List Manager.

Tuesday, May 5, 2015

New Dentrix G6 Feature - Assigning Providers to Procedures Before Posting Them

Updated 6/25/2019

One of the new features in Dentrix G6 is the ability to assign providers to individual procedures in an appointment before setting it complete. For example, if you have an appointment with an exam performed by the doctor and X-rays and a prophy completed by the hygienist, then you can adjust the providers before posting it complete.

When you set the appointment complete in the Appointment Book, you can assign procedures to different providers, and double-check that the correct provider is assigned to each procedure.
To set procedures complete for an appointment with multiple providers:
  1. In the Appointment Book, select the appointment you want to set complete.
  2. From the toolbar, click the Set Complete button.

  3. By default, the procedures associated with the appointment are listed in the Select Procedures group box, with a check mark in the Post column, and assigned to the patient's appointment provider in the Provider column.
  4. Uncheck any procedures that were not completed during the appointment, if needed.
  5. To change the provider for a procedure, select the procedure in the list and click the Change Provider button.

  6. Select the appropriate provider for the selected procedure. Click Other to open the Select Provider dialog box from which you can select any active provider in the practice, if needed. The provider name changes for the selected procedure.
  7. Click Post/Set Complete. The appointment color changes to gray in the Appointment Book and Dentrix posts the procedures to the Ledger.

For additional information, see the Setting Procedures Complete and Setting Procedures Complete for Additional Providers topics in Dentrix Help.