Tuesday, December 17, 2019

Who Received a Statement Last Month? There's a List for That!

You sent out a batch of billing statements last week, and two weeks before that, and two weeks before that. Plus several one-off statements were printed every day. Let’s face it — you send out a lot of billing statements. Is there a list somewhere in Dentrix where you can see which patients you sent them to?

Yes, there is! When a statement is generated, a note is added to the patient's Office Journal, and you can create a list of statement recipients based on these Office Journal entries.

Here's how:

  1. In the Office Journal, choose View > By Provider/Staff, and select one of your main providers.
  2. Open View > Filters... and select Patient Billing Statements. Remove the checkbox selections from all the other options.
  3. In the Entries Dated After field, enter the earliest date you want to look back to. This will eliminate older statements and help the Office Journal load faster.
  4. Click OK.

All dates on which at least one statement was generated will appear. Expand a date and you'll see the patient names and statement note. Click the line to view more details. (If you don't see the detail panel, click Show Info at the far right of the toolbar.)

The amount of detail in the description and the details area will vary depending on the options that were selected when the statement was created.

Remember that you are only seeing the accounts where the guarantor is assigned to the provider that you selected in Step 1 above , so repeat the process for each provider to see all of the statements.

Bonus Tip: You can also print this list. With the desired dates expanded, choose File > Print.

For additional information, read the following:

Tuesday, December 10, 2019

Counting Up the Minutes in the Time Clock

If you work for 7 hours and 45 minutes, by default, the Dentrix Time Clock will display your total hours for the day as "7:45". However, because there are sixty minutes in an hour and one-hundred pennies in a dollar, your payroll software may want you to divide the minutes by sixty and enter the total hours worked in decimal form: "7.75".

If that's your situation, you know that manually converting minutes into decimals is a time-consuming (pun intended) process.

Fortunately, you can choose whether Dentrix should report time worked in hours and minutes, or if it should automatically convert those minutes into hundredths of an hour.

Use the following steps to change the Dentrix time-clock setting:

  1. Right-click the Dentrix Quick Launch icon and select Time Clock > Time Clock Setup.

  2. Under General Settings, click the Time drop-down list and change the option from Use 12 Hour Clock (which is the default setting that displays hours and minutes), to Use 12 Hour Clock [decimal Totals] (which will convert the minutes to hundredths of an hour).

To learn more about using the Dentrix Time Clock, take a look at these past blog posts:

Tuesday, December 3, 2019

Inactivating Health History Items

Does your Dentrix database have Health History items that you no longer use or which you no longer want as selectable options for future patients?

If you don’t want to continue using a Health History item, but it has previously been assigned to patients, you cannot delete it, and it could be mistakenly assigned to patients in the future.

While it's true you can't delete a Health History item that has been assigned to a patient, you can inactivate it. When you inactivate an item, it will remain assigned to the patient it was previously assigned to, but it will no longer be an option to assign to future patients.

Follow these steps to inactivate medical conditions, allergies, or medications from Health History:
  1. In a patient-specific Dentrix module, click File > Switch To > Health History (or click the Health History toolbar button).
  2. Click the Setup button.
  3. Select the Medical Conditions, Allergies, or Medications tab.
  4. Select the item you want to inactivate and click the Inactivate button.
  5. Review the warning message and click OK.

That's it! Your Health History item is inactivated and can no longer be selected for future patients.

Bonus Tips

  • Once an item has been inactivated, you cannot edit, reactivate, delete, or move it; however, you can add the item again by using the Add button in the Health History Setup dialog box.
  • When viewing Health History Items in the Health History Setup dialog box, be sure to check the Show Inactive box to show items you have inactivated in the list.

Additional Information