Tuesday, July 27, 2021

New Dentrix G7.5 Feature: Adding ADA Codes to Ledger Printouts

Patients frequently request a printout of their account activity for the year. Often, they need this documentation for health spending account reimbursement, tax documentation, or another official reason.

The Patient Ledger Report and the Family Ledger Report are great resources you can use to print this information. They list the history of all procedures, payments, adjustments, and service charges posted to the patient's account.

And now, Dentrix G7.5 allows you to also print the American Dental Association (ADA) codes as part of the procedure description, making it useful for reimbursement purposes.

To enable the ADA codes on the Patient Ledger Report and the Family Ledger Report:
  1. From the Office Manager, select Maintenance > Practice Setup > Preferences.
  2. Click the Print Options tab.
  3. Select Use ADA Codes in Descriptions and click OK.

You can now print a Family Ledger Report or a Patient Ledger Report for a selected patient from the Ledger (Ledger > Print > Family Ledger or Patient Ledger).

You can print the Family Ledger Report or Patient Ledger Report for a range of accounts from the Office Manager (Office Manager > Reports > Ledger > Family Ledger or Patient Ledger).

To learn more about these reports, see the following topics in Dentrix Help:
For more information about other new features in Dentrix G7.5, click HERE.  

To learn more about the new features in Dentrix G7.5, and prepare your team for the upgrade, watch this on-demand webinar recording.

Tuesday, July 20, 2021

Deleting Continuing Care Types No Longer in Use

Did you know that you can only delete a continuing care type if the type is not in use? If you try to delete a continuing care type that is still assigned to patients, you'll see an error message. Don't worry though. You can still delete the continuing care type by following these steps.

Create a temporary continuing care view to find patients who are still attached to the type you want to delete:
  1. From the Appointment Book, click the Continuing Care button.
  2. From the Continuing Care module, click Views > Temporary View.

  3. Select the continuing care Type you want the list to include from the drop-down options (the type you want to delete) and select the With CC option.
  4. In the Due Date Span group box, the increments should be <ALL> to <ALL>.

  5. Make sure that all other filters are set to <ALL>.
  6. Click OK to load the temporary view.
This view contains a list of all patients currently attached to the type you want to delete. Use this list to open up individual patient's continuing care, and clear that type from their account.
Once you have cleared the continuing care type from each patient on the list, you can then delete it.
To delete a continuing care type:
  1. From the Office Manager, click Maintenance > Practice Setup > Continuing Care > Continuing Care Setup.

  2. Select the continuing care type you want to delete. Click Delete. A warning message box appears.

  3. If you want to delete the continuing care type, click Yes.

For additional information, see the Dentrix Magazine article titled, Spring Cleaning: 6 Ways to Clean Up Your Dentrix Database--paying particular attention to item #6 in the list.

Saturday, July 17, 2021

Scheduling Reports to Run Multiple Times

Do you find yourself creating the same reports often? For example, every day you run Day Sheet Reports; every week an Insurance Aging Report; every month the Practice Analysis Report – and every time you always choose the same options. You might even generate more than one of those reports at a time to drill down to specific data, such as a running a Day Sheet Report for patients with specific billing types, an Insurance Aging Report for a certain group of insurance plans, or a Practice Analysis Report broken down for each primary provider in your practice. It is a lot of repetitive clicking when you're choosing the same settings each time.

Have you considered letting the Dentrix Task Scheduler handle that work for you? It includes many reports that you can set to run once and then let them repeat themselves on a schedule! And in Dentrix G7.5, it's better than ever!

Open the Task Scheduler from the Maintenance menu of Office Manager. Then scroll through or search the Available Tasks column and select a report. Select a report or task and click Add to assign it to a queue and then set up the report's options. Then continue to schedule that report as many times as you need using different settings for each scheduled task (different providers, different billing types, etc.). 

For example, you may want to generate a monthly Practice Analysis Report for each individual provider in the practice.
  1. Select the Practice Analysis Reports from the Available Tasks column and click Add.
  2. Select the Monthly queue, enter the applicable settings for the first provider in the Practice Analysis Reports dialog box, and click OK.
Repeat step one, and in step two, enter the applicable settings for a different provider. When the scheduled monthly queue runs, every occurrence of the report will appear in the Batch Processor, ready for you to preview or print.

Learn more about using the Task Scheduler by reading Schedule Routine Tasks and Reports to Run Automatically in Dentrix Magazine.

For more information about other features in Dentrix G7.5, click HERE.

To learn more about the new features in Dentrix G7.5, and prepare your team for the upgrade, watch this on-demand webinar recording.

Tuesday, July 13, 2021

Voice Perio Basics

Have you ever found yourself ready to start a perio exam, but there wasn’t an assistant available to record the probing depths in Dentrix for you? If only there was a way to record perio exam information verbally yourself, without having to wait for someone to enter it manually! Well, now you can, with Dentrix Voice Perio!

Dentrix Voice Perio is an electronic computer assistant that enters the perio exam data into a patient's Perio Chart as you speak the data out loud. Then, through a smart-script selection process, it knows where you want the measurements to be placed. And, it's available anytime — without having to wait for an assistant to finish up with another patient.

Once you get to know Dentrix Voice Perio's abilities to listen and respond to specific commands, entering exam data should be quicker and more efficient than it's ever been before. In today's tip, let's look at the basic functions of the Dentrix Voice Perio microphone icon.

The microphone icon has three primary functions and associated colors. 
  • Go – When the icon pulses blue, Dentrix Voice Perio is ready to begin. Click the microphone icon, and the Voice Perio program starts.
  • Pause – When the icon turns orange, Dentrix Voice Perio pauses until a required action is taken. For example, when you begin a new pocket-depth exam, Dentrix Voice Perio may ask you to "Please select the distal of the first available tooth" in the patient's Perio Chart.  Once the action is performed, the icon changes to red.
  • Record – When the icon pulses red, the program is listening and ready to record your commands, measurements, and conditions. As you speak, the information is entered directly into the patient's Perio Chart.

Bonus Tips

  • A headset with a microphone, or a lapel mic, is recommended to help eliminate background noise as you speak.
  • To ensure that your mic is connected to your workstation and working properly, open Windows > Settings > System > Sound. Then, make sure that your mic is selected on the Input tab, and test the mic as needed.
Be sure to view our Voice Perio and Dentrix Perio Chart Quick Start, which includes helpful videos, tutorials, and documentation.

Tuesday, July 6, 2021

Opening the Office on a Previously Closed Day

Sometimes you must make temporary changes to your open and closed days. Maybe sickness or inclement weather shut down your office unexpectedly and you need a catch-up day. Or perhaps you want to open one Saturday each month to accommodate patients who have busy weekday schedules. A new feature in Dentrix G7.5 makes it easy to make quick changes to your schedule.

Use the following steps to open up a closed day.
  1. In the Appointment Book, click Setup > Practice Schedule.
  2. Using the calendar, select the closed day you want to open. 
  3. Click Office Closed and click Open Office.

  4. Choose the times that the office will be open. You can enter times or adjust the slide bar.
  5. Select Update Operatory Schedules and/or Update Provider Schedules to also adjust schedules of all operatories and providers.
  6. Click OK and the Appointment Book will reflect the changes you made. (The new hours will also be reflected in the Daily Huddle and Practice Advisor reports.)

Additional Information

  • When you click the arrows on the right or left of the slide bar, it will adjust the time in short increments. Click on the slide bar (or press Page Up or Page Down on the keyboard) to move the time in one-hour increments.

  • For more information about other new features in Dentrix G7.5, click HERE.
  • To learn more about the new features in Dentrix G7.5, and prepare your team for the upgrade, watch this on-demand webinar recording.