Tuesday, August 28, 2018

Changing Providers Attached to Procedures - After the Procedure is Set Complete

One of the most popular updates to Dentrix in recent years has been the ability to change the providers attached to procedures before setting them complete. But what if an appointment (or a whole day's worth) were completed with the incorrect provider?

Luckily, there's a quick way to assign the correct providers to multiple procedures at once from the Patient Chart. We've shared this tip previously, but it's still as relevant now as it was back then. Read it here: Changing a Provider for a Selected Procedure.

Tuesday, August 21, 2018

New Patient Appointments - Additional Ways to Contact the Patient

Did you know that when you create a new patient appointment, you have the ability to add a mobile number and email address for the patient?

These new patient information fields, added in Dentrix G6, accommodate those new patients who don't have a home phone number or who prefer to communicate with your practice via email. By creating a new patient appointment and entering this information, you have a way to contact the patient should you need to.

Tuesday, August 14, 2018

Viewing All Patients with Payment Agreements

Updated 10/9/2018

Payment agreements represent income for your practice. Once you’ve set up an agreements for patients, the most important thing you need to do every month is follow up on those agreements and make sure patients are paying as you agreed. The new Payment Agreement Manager, available in Dentrix G6.4 or later, makes this important task easier and more convenient. Now you can view a list of all your patients with payment agreements and their agreement details without running reports and opening the Ledger for individual patients.

First, you can quickly generate a list of all patients on a payment plan from the Ledger by clicking File > Payment Agreement Manager.

From the Payment Agreement Manager you can view the payment agreement information for all patients at once, or double-click any name to see the agreement details.

Unlike a regular report, you can sort the information in the Payment Agreement Manager. Want to arrange the list by remaining balance, largest to smallest? Click the Balance Remaining column header, and the list is rearranged just the way you want it.

You can also hide or show additional columns of information, as well as arrange columns to fit your needs. Right-click any column header, and a list of available options is shown. Items shown with a check mark are already visible in the list, and more can be added with a simple click.

For additional information, read See All Your Patient Payment Agreements in One Place in Dentrix Magazine.

Tuesday, August 7, 2018

Attaching Multiple Providers to an Appointment

Updated 10/9/2019

A patient being seen for prophy, bitewings, and a periodic exam will be seen by both the hygienist and the doctor. Wouldn’t it be nice to be able to attach both of those providers to the appointment when you add those procedures to the appointment?

And when you complete an appointment, wouldn’t it be great if you could assign the correct provider to individual procedures when the appointment is set complete? You wouldn’t have to correct posting errors later to assign the correct provider.
If you’re using Dentrix G6 or G7, you can!
One of the new features in the Appointment Book, added in Dentrix G6, is the ability to attach a second provider to an appointment.
When you create an appointment and attach a provider, you can also attach an additional provider at the same time.

When you complete the appointment, each procedure is listed individually and you can assign providers to each procedure easily by selecting the procedure and clicking the Change Provider button.

This will bring up a list of all providers associated with the appointment (the provider and the additional provider attached when the appointment was created), which saves you from having to look through a list of all the providers in the practice.

For additional information, read our previous tip titled, Assigning Providers to Procedures Before Completing Them.