Tuesday, February 23, 2016

Changing the Appointment Length in Dentrix

Updated 8/23/2019

The Appt Length field in the Appointment Information dialog box allows you to specify how long the appointment will be.

While individual procedures are set up in the Office Manager with specific procedure times attached to them, there may be situations when you need to adjust the total appointment time due to a patient taking a longer than normal time to numb, for example.

Changing the appointment length also allows you to specify how much of the appointment time the primary provider will be in the room, how much of the time the assistant (but not the provider) will be in the room, and how much of the time the patient is in the chair numbing or waiting. This feature makes it easier for you to set up the appointment length information.

To change the length of an appointment:
  1. In the Appointment Book, double-click the appointment for which you need to customize the appointment length.

  2. Click the Appt Length search button to open the Appointment Time Pattern dialog box.

  3. In the Total Time field, enter the total length of the appointment, or use the up and down arrows to increase or decrease the time.
  4. In the Time Pattern group box, select the first block of time.
    Hint: You can hold down Ctrl on the keyboard and select multiple time patterns to edit at the same time.
  5. Click the appropriate button to assign time blocks as either provider time, assistant time, or chair time:
    • Provider - The primary appointment provider will be in the operatory. An X indicates provider time has been assigned.
    • Assistant - A dental assistant or secondary provider will be in the room, but not the primary appointment provider. A / indicates assistant time has been assigned.
    • Chair/Clear - The patient will be waiting in the chair. You can also click this button to clear provider or assistant time if you have assigned one of those to the block. A blank indicates chair time has been assigned.
  6. Click OK to save your changes.

When viewing an appointment in the Appointment Book, the left side of the appointment indicates the time pattern for each time unit of the appointment.

For additional information on how to set procedure time defaults, see the Setting Procedure Times topic in Dentrix Help.

Tuesday, February 16, 2016

Editing Family Relationships in Dentrix

Updated 8/23/2019

There will be times when you will need to make edits to a patient's family in Dentrix. This task is fairly simple, but can get a little tricky, especially if there is outstanding insurance claims for the family. Here's a short video showing you several situations you may come across, and how to correctly edit family relationships in Dentrix.

Tuesday, February 9, 2016

Trying to Delete a Continuing Care Type But Can't?

Updated 8/23/2019

A frequent question from customers calling in to our Support department is this:

"I am trying to delete a continuing care type our office doesn't use but Dentrix displays a message stating that there are patient's attached to the type so I can't delete it. I ran a report from the Continuing Care module and don't see any patients attached to that type. What's going on?"

If an inactive or non-patient has been assigned the continuing care type you want to delete, then Dentrix won't allow you to delete the type. In addition, inactive and non-patients don't show on the continuing care list generated from the Continuing Care module. You can identify any inactive or non-patients assigned to a continuing care type by using the new Dentrix List Manager.
  1. From the Office Manager menu, click Letters & Custom Lists > Misc.

  2. Select Patient Report (by filters) from the list of letters and then click Edit.

    Note: Because Dentrix remembers settings from the last time the Patient Report (by filters) letter was used, you'll need to manually clear the filters in any of the fields by clicking the search button (>>) for the field, and then clicking the Clear and OK buttons to reset the filter.

  3. Once you have cleared all previous filters, in the Status group box, make sure the Patient, Inactive, and Non-Patient options are all checked.
  4. In the Continuing Care field, click the search button (>>) to open the Select Continuing Care Ranges dialog box.

  5. From the list, select the desired Continuing Care Type you want to find patients attached to.
  6. In the Include group box, select All.
  7. Leave the Due Date and Prior Treatment group boxes blank, and click OK to return to the Letter or Custom List Setup dialog box.
  8. In the Data Fields group box, check the Patient option and expand the list of options by clicking the + box. Check the items in this list that you want to appear in the list of patients you will generate.

    Note: Since you are generating this list with the goal of finding patients attached to this continuing care type, usually Last Name and First Name are all that is needed.
  9. Click OK to return to the Miscellaneous Letters & Custom Lists dialog box.

  10. Click the Open List Manager button. The Dentrix List Manager window opens and shows patients (including inactive and non-patients) attached to the continuing care type(s) you selected.
  11. Use this list to clear continuing care types from patients. Once you have cleared the type from all patients, you will be able to delete the continuing care type.

For more information on how to delete a continuing care type, please see the Deleting a Continuing Care Type topic in the Dentrix Help.

Tuesday, February 2, 2016

Preventing Procedures from Being Billed to Insurance

Updated 8/23/2019

Did you know you can set up procedure codes so that by default they are not billed to insurance? That way, when you post that code it won’t be included on insurance claims.

You're probably thinking, "Why would I want to do that?" There is a very practical application. This can be used for procedure codes you have set up as items that you sell in your practice, such as electric toothbrushes or bleaching supplies, that still need to be posted in the Ledger.
To prevent a procedure code from being billed to insurance:
  1. From the Maintenance menu in the Office Manager, click Practice Setup > Procedure Code Setup.

  2. To edit a procedure code, in the ADA-CDT tab, highlight a category in the Procedure Code Category list. All procedures associated with that category appear in the right pane.
  3. Click the individual procedure code you want to edit, and click Edit.

  4. Check the Do Not Bill to Dental Insurance box to exclude the procedure from insurance claims.
  5. Click Save.
  6. Click Close to return to the Procedure Code Setup dialog box.

Note: Selecting the Do Not Bill to Dental Insurance option also prevents the procedure code from appearing on the Procedures Not Attached to Insurance report.

For additional information on how to add or edit procedure codes, see the topics listed under Procedure Code Setup in Dentrix Help.