Tuesday, January 30, 2018

Viewing the Running Balance in the Ledger

You’re used to seeing the procedures in the Ledger listed chronologically with a running balance. But have you ever noticed that sometimes the Balance column just displays dashes instead of the running balance you’re used to seeing?

That happens when the Ledger is sorted by something other than the date. If you’re using Dentrix G6 or higher, you can click the column headers to sort the Ledger by the other columns, like provider or tooth number.

Let’s say you have sorted the Ledger by tooth number. The procedures on tooth 4 will be listed before the procedures on tooth 10, even if the procedures on tooth 10 were completed before the ones on tooth 4. In that situation, Dentrix can’t show a running balance because the transactions aren’t being displayed in chronological order.

If you want to get the running balance back, all you have to do is click the Date column to sort the Ledger by date again.

Additional Information
  • You can right-click column headers in the Ledger and select which columns are visible.
  • You can expand or collapse the width of any column in the Ledger by hovering your mouse over the dividing line between columns and then clicking and dragging to expand (or collapse).

Tuesday, January 23, 2018

A Select Patient Shortcut

If you’re like me, you find it annoying to have to scroll through a long list of patients to find the one you want to select, and you want to find the patient you need without having to type their full name. With this shortcut, you can find a patient by typing only four characters!

Here's how to do it. Once you're in the Select Patient dialog box, instead of typing out the whole last name of the patient you are searching for, just type the first two letters of the last name, then a comma, and then the first letter of the first name.

For example, if you wanted to select a patient named Carla Orbach, just type "Or,C" in the Search field. Dentrix will look through your patient database and find all patients with a last name starting with the letters "Or" and a first name starting with "C". Then you can select the patient you want from this much shorter list of results.

Additional Tips
  • If you want to be even more specific, type the second letter of the first name as well. It will make your list of results even shorter.
  • You don't have to worry about capitalization or spacing within your search. Use all caps, all lowercase, or a mixture of the two. Spacing between the letters and commas doesn't matter either. You'll still get the same list of results whether you search "OR, C" or "or,c" or "Or , c".

Tuesday, January 16, 2018

Creating a New Perio Exam Using Previous Measurements

When you open the Dentrix Perio module, the last saved exam for the selected patient is shown. Did you know that you can use this saved exam as a starting point for a new exam? That way, you only have to make changes to the measurements and other data that is different from the last visit and not have to enter all new measurements for each tooth from scratch. Talk about a time saver!

How To
  1. With a patient selected in the Perio module, select File > New Exam. Select the date and provider of the new exam and click OK.
  2. Enter only measurements and other data that have changed since the last exam.
  3. Click Save Exam and select All Entries.

Additional Information

  • When saving the exam, you have two options:
    • Select All Entries to save the exam with both the new measurements you changed today and the old measurements you didn't change. 
    • Select New Entries to only save the measurements you changed today. For example, if all the measurements were the same except for those on tooth 3, which you changed, selecting New Entries will have the exam with only tooth 3's measurements and all other teeth will be blank.
  • Read the various topics listed under Conducting Perio Exams in Dentrix Help.

Tuesday, January 9, 2018

Sending Documents to the Document Center without Scanning

Updated 10/8/2019

Did you know that there is a way to send a document to the Dentrix Document Center without having to physically scan it? For example, if you have received an email from a referring doctor with information about a patient, you don't have to print the email first and then scan it to the Document Center.
If you have the option to print the document, you can electronically send a copy of it to the Document Center and bypass the printer!

How To
  1. With the document visible on your screen, select Print as if you were going to print the document on paper.
  2. In the list where you can choose which printer to use, select the Send To Dentrix Document Center option.

  3. Click Print.

Nothing is actually printed on paper, but a copy of the document is sent to the Unfiled Documents folder in the Document Center. From Unfiled Documents you can modify the document information and attach it to sources. It's as simple as that to save nearly any digital file to the Document Center.

For more information read Printing to the Dentrix Document Center.

Tuesday, January 2, 2018

Preparing to Update your Fee Schedules

It's a new year! You may be considering a fee increase for this year, which means updating your fee schedules. Before you make edits to your fee schedules, it's important to make a copy of the current fees for future reference. Remember, once you edit the fee the old price is overwritten in Dentrix.

Today's tip contains two ways that you can save your fee schedule information.

1 - Export the Fee Schedule to a File
  1. From the Office Manager, select Maintenance > Reference > Fee Schedule Maintenance.
  2. Select the fee schedule(s) you want to export, and click Export.

  3. Select the destination folder and file name, and click Save. The exported file can be read in any spreadsheet application.

2 - Printing the Fee Schedule Report
  1. From the Office Manager, select the Reports > Reference > Fee Schedules.
  2. Select the range of procedures codes to include in the report.
  3. Select the option to either print the report for a single fee schedule, or to print a range of five fee schedules. 
  4. Use the Select Fee Schedule search button to select the fee schedule to print.
    Note: If you select to print a range of fee schedules, select the starting fee schedule,  and the report prints five consecutive fee schedules based on the number you selected. For example if you selected Fee Schedule 2, the report will include 2, 3, 4, 5, and 6.
  5. Click OK to send the report to the Batch Processor.

Additional Information