Tuesday, June 29, 2021

Take A Deeper Dive into Clinical Notes with a Virtual Workshop

Dentrix Virtual Workshops provide you with the benefits of a live, trainer-led class without the time and expense of travel. You’ll get live feature demonstrations, hands-on practice time, and a workbook with step-by-step instructions. Best of all, you can attend a virtual workshop at a time and place that fit your schedule—all you need is two hours, a phone, and a computer with an internet connection. 

One of the workshops offered is titled, A Deep Dive into Clinical Notes. In this workshop you'll learn all about how to enter, edit, save, and sign clinical notes in Dentrix. Plus you'll learn how to not only use clinical note templates, but to create your own that fit the needs of your practice.

One of the topics covered in the course is how to sign a clinical note. Clinical notes can be digitally signed in Dentrix which automatically moves the notes into history. When notes are moved to history they cannot be edited or deleted (though you can add an addendum to the note if needed.)

Here's how you can sign a clinical note:

  1. In the Patient Chart, select a patient to whom you want to attach a clinical note, and click the Clinical Notes tab in the Progress Notes panel.
  2. Click the time stamp of the clinical note you want to sign, and then click the Sign Clinical Note button.
  3. In the Name field, click the search button for and select the provider who will sign the note. Then use your mouse of a signature pad to sign the note.
  4. Click OK to save the signature and lock the clinical note.

Additional Tips
  • Today's date is displayed in the Sign Clinical Note dialog box to indicate the signature will have today's date on it. You cannot change the date of the signature.
  • Dentrix allows you to set a default provider for the signature on clinical notes. The default provider can be the clinical note provider (the person writing the note), the provider selected in the Patient Chart, the provider currently logged in to Dentrix (if passwords are enabled), the patient’s Prov1 , or a specific provider. In the Patient Chart, click Setup > Clinical Note Defaults and select which provider you want to be the default provider for clinical notes.
  • Signed clinical notes will have a gray background indicating they are locked from editing, and the Sign Clinical Note icon will now have a red ink trail behind it to indicate the note has been signed.
  • To learn more about this and other topics related to clinical notes, register for and attend A Deep Dive into Clinical Notes.


Tuesday, June 22, 2021

6 Tips to Make Online Booking Work for You

Did you know that 79% of dental patients say they prefer online booking to calling on the phone?

There is a reason dental patients prefer online booking over calling or being called. Their lives are busy, and they’re already multitasking in so many different areas of their lives. The last thing they want to do is waste time playing phone tag and juggling what works and doesn’t work with their schedule, their kids’ schedules, and their spouse’s schedule. 

In addition to making things easier for your patients, online booking helps you as you manage your schedule. It frees up the time you’d typically spend on the phone, so you can focus more on what’s most important for your office. 

So, how can you start using online booking in your practice?

First, check out the Online Booking Overview video to see online booking in action.  Then, follow these six tips to make online booking work for you: 

Tip 1: If you're new to online booking, start with new patient hygiene appointments.

If you’re new to online booking, we recommend that you start with your new patient hygiene appointments. When it comes to booking types, new patient appointments are predictable and easy to control. Your Patient Engage account comes with these appointments pre-created in your booking settings. All you need to do is review the settings and then click a button to activate these booking reasons.

Click here to learn how to turn booking reasons on and off.

Tip 2: Create custom booking reasons that fit your practice needs.

You can choose which kinds of appointments are available for online booking. If you already know what appointments you want your patients to book online, you can easily create custom booking reasons. 

Click here to learn about setting up booking reasons.

Tip 3: Speed things up by creating multiple booking reasons at once.

Perhaps the fastest way to set up online booking is to create multiple booking reasons at once. When you create multiple booking reasons, Patient Engage walks you through the process step by step. First, in the booking settings, click + CREATE NEW and select Multiple Booking Reasons.

Then select all the booking reasons you want to offer for online booking.

Finally, Patient Engage will take you through and easy, step-by-step process to finish setting up each of these booking reasons.

Click here to learn more about setting up multiple booking reasons.

Tip 4: Customize your booking setup to match your schedule.

In the online booking settings, you have options you can customize. For example, under General Info, you can choose how often your Patient Engage Online Booking solution will offer a time slot (30 or 60 minutes) for patients to book.

In addition, you can set a temporary hold on your booking calendar when a patient requests an appointment online. This means that other patients cannot request that time slot using online booking until the hold time expires, giving you time to accept or reschedule the appointment request.

Click here to learn about setting up general settings.

Tip 5: Find out what's already working, then do more of it.

When looking at the Booking Center dashboard, the first thing most offices want to do is find out what’s not working and try to fix it. We recommend the opposite. Use the Booking Center dashboard to find out what’s working well, then do more of it!

The numbers on your dashboard tell a story. They show you your current patients’ preferred method of contact. 

For example, here you can see that you have more new patients booking online than returning patients.

And here you can see that most of those patients use your website to book online. 

If you know that what works is “new patients who book through your website,” you can find new ways to get your website in front of more potential patients. 

Once you’ve maximized that approach, you can go back and see what you can do to improve traffic from your other booking sources.

Click here for a Booking Center overview.

Tip 6: Stay alert to new appointments booked online.

When a patient books online, you’ll see it happen in three different places. First, you’ll receive an email notifying your practice that someone scheduled an appointment online. 

Second, the appointment will appear in the Dentrix Appointment Book with a cloud icon to indicate that someone used online booking to schedule. 

Third, appointments booked online are listed in the Dentrix Hub Booking Center.

Click here to learn where to view online bookings in the booking center.

Let Them Book It!

Ready to offer a streamlined, efficient way for your patients to book appointments? Visit us here or call your Account Executive at 888.313.1332.

Tuesday, June 15, 2021

Deleting Finance Charges

Dentrix offers a convenient way to apply finance charges to accounts through the Task Scheduler. But if that task was completed by mistake, it can cause errant or undesired charges to be applied to accounts.

When you discover that finance charges have been incorrectly applied, it may feel like you have entered a race against time! You must remedy the situation before the next month’s transactions are closed and these mistakes are locked into history!

Fortunately, there is a way to delete all applied charges on a specific date. To do so, open the Office Manager and click Maintenance > Delete Finance Charges. Enter the date and press OK. All finance charges for that date will be deleted!

But beware that when you delete finance charges for a specific date, this includes charges applied both automatically and manually. So, if there were charges that you applied intentionally, they will also be wiped out. 

Before running the delete option, you may want to print a copy of the Finance Charge Report (Office Manager > Reports > Management > Finance Charge Report) so that you have a record of those charges that were correctly applied, and can reapply the ones that you need to keep!

For additional information, see these previous tips:

Tuesday, June 8, 2021

Using Dentrix Imaging Center to Process Images

Like a doctor needs a stethoscope, a dental practice needs imaging. Dental images are an essential part of diagnosing and presenting necessary treatment.

Fortunately, the Dentrix Imaging Center gives you a variety of tools to help!

Within the Dentrix Imaging Center, after selecting an image, click the Tools tab.

Here you can use the five toolbar buttons as you work with dental images in different ways:
  • One Click Tools make changes to the entire image, including Enhancement, Rotate, Flip, Invert, Colorize, and Emboss.
  • Annotations allows you to draw lines, arrows, circles, or boxes on the image. You can choose to show or hide the annotations, or completely clear them.
  • Measurements gives you the ability to draw a line on the image and determine distances within the picture.
  • Density lets you select an area of the image and displays a graph of the grey level for that area.
  • Spotlight allows you to zero in on a part of the image by zooming in, colorizing, sharpening, or changing the contrast (as seen in the image above).

Learn More

Tuesday, June 1, 2021

Send Statements via Mail, Email, or Both? You Get to Decide!

In an ideal world, patients would pay the full amount at time of service every time. But that’s not always possible, so you will inevitably end up sending billing statements. If you have to bill a patient, make it as easy for them to pay as possible so that you don’t have to spend time and effort on collections.

You know your patients, and you understand how to best communicate with them. With QuickBill Email, you get a chance to put that expertise to use to send patients their statements the way that best suits them so that they’re more likely to pay promptly. 

To select the delivery method for statements:
  1. Generate your billing statements as desired and click the Electronic Submission button.
  2. In the Verify Statements to Send window, look at the delivery method for each guarantor's statement.
  3. Select the option(s) that best suit each guarantor.
    • Select Mail to send the statement to the QuickBill clearinghouse to be printed and mailed.
    • Select Email to send a link to view the statement online via an email message.
    • Select both options to send the statement to the patient two ways, through the mail and an email message.
    • Clear both options to skip that guarantor and not send a statement of any kind in this batch.

Bonus Tip

You can select Mail or Email in the column header to select or clear that option for everyone in the list.