Tuesday, November 24, 2020

Dentrix G7.4 New Features To Be Excited About

 If you haven’t already heard, Dentrix G7.4 is available now! 


Discover the new features that simplify insurance management, modernize patient billing processes, and make it easier than ever to edit family relationships and balances in Dentrix.

Click the links below for articles, tips, and videos you can explore to learn more about the new features in Dentrix G7.4:

On-Demand Webinar

Managing Insurance

Tuesday, November 17, 2020

Selecting a Provider in the Patient Chart

In the Dentrix Patient Chart, one of the tools in the Charting Toolbar is the list where you can select a provider.


When you have a patient selected in the Chart, this field contains the provider set up as Prov1 in the patient’s Family File. 


This is the provider that will be attached to any procedure that you chart for the patient, whether it be completed procedures, treatment-planned procedures, or existing procedures.

If you want to assign another provider to a procedure, before you make your selections in the Patient Chart, change the provider using the arrow to open a list of providers. Then select the tooth/teeth, procedure(s), status, and post the procedure.

If you forget to change the provider before you post the procedures, you can always change it later. Read this blog post for steps on how to change a provider once the procedure has been posted in the Chart.

Another area where the provider selected in the Patient Chart comes into play is when you are entering clinical notes. When you add a new clinical note, the provider attached to the note is based on the provider selected in the list in the Charting toolbar.
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If the hygienist is writing the clinical note, change the provider in the list before you click the New Clinical Note button. 

If you forget and have already written the note, select the note’s time stamp in the left column of the Clinical Notes tab, and then click the Change Provider for Selected Note button, and select the appropriate provider for the note.


The bottom line is to be aware of the provider that is selected before you begin working in the Patient Chart. It’s important to be accurate in how you document clinical care, and a quick double-check before you begin can save you some editing time to correct things later on.



Tuesday, November 10, 2020

Cross-Referencing Insurance Coverage Limitations with a Patient's Continuing Care Visits

Darla, your hygienist, has just finished with her 10 am patient, LeAnn, who was in for her scheduled cleaning. Darla pulls up the Appointment Book on her operatory computer and says to LeAnn, “We can go ahead and schedule your next cleaning right now, if you’d like.”

“Yeah, let’s go ahead and do that, but I want to make sure that it’s covered by my insurance.”

LeAnn doesn’t know exactly what her insurance coverage limitations are for a prophy, and when she tells Darla her insurance plan name, it’s not one that she recognizes, so she doesn’t know what LeAnn’s coverage is either.

In Dentrix G7.4, you can easily look up insurance coverage information, and then cross reference it with a patient’s continuing care due date schedule.

From the Family File, double-click the Insurance block, and click the Benefits/Coverage button to open the Dental Insurance Benefits and Coverage window. The selected patient is visible at the top of the screen. You can look under the Exclusions tab to see if there are any limitations or exclusions that have been entered for prophy procedures.


Dentrix G7.4 also includes a Continuing Care button at the top of the insurance information. Click this button to see the patient's continuing care types, due dates, and prior treatment dates, which will help you to determine when to schedule the appointment so that it can be covered by insurance.


Being able to quickly cross reference a patient’s continuing care due dates and making sure that you are working within the limitations of their insurance coverage can save everyone a lot of frustration and out-of-pocket expenses.

For more information about information that is available in the Dental Insurance Benefits and Coverage window, see the following:

Tuesday, November 3, 2020

Accessing Insurance Information in Dentrix G7.4

Dentrix G7.4 includes a redesigned insurance information window that gives you an easier way to manage patient insurance details. You can access this window from several different places in Dentrix, and the info you see changes based on which insurance details you'll need at that moment.

Accessing from the Family File

If you double-click the Insurance block in the Family File, you will open the Insurance Information dialog box, which has a new Benefits/Coverage button. When you click this button, the new Dental Insurance Benefits and Coverage window opens, with the selected patient and subscriber information shown at the top of the window.



The tabs along the left side of this window show various information you may need to know or that you may want to document. For example, click the Deductibles/Maximums tab, and you can enter the plan's deductibles and maximum benefits as well as the amounts already met and paid out for this patient this year.


Any changes you make to the information that applies to the specific patient will only change that patient's information, while changes to the coverages, deductibles, exceptions, or general plan information will update the plan for all subscribers who are assigned to the plan.

A good way to illustrate this point is to open the plan the other way, through the Office Manager.

Accessing from the Office Manager


From the Office Manager, click the Maintenance menu, select Reference, and then click Insurance Maintenance. Select an insurance carrier from the list and click the Benefits/Coverage button. When the new Dental Insurance Benefits and Coverage window opens, it has all of the plan information but will be missing information specific to an individual patient. 
For example, the subscriber and patient information is missing from the top of the window. Click the Deductibles/Maximums tab, and you'll be missing the fields to enter how much has already been applied and met. 



With the new Dental Insurance Benefits and Coverage window, you now have a single place you can go to access all of the information about an insurance plan instead of having to check multiple locations. Knowing how to get to the information that is patient-specific and plan-specific can save you time because you’ll know exactly where to look.

For additional information, watch this video or read the article titled, An Easier Way to Manage Patient Insurance Details in Dentrix Magazine.