Tuesday, August 31, 2021

Changing the Default Coverage Table in Dentrix

When you add a new insurance plan in Dentrix, you have probably noticed that a default coverage table is automatically assigned to the plan. You can easily view it under the Coverage Table tab in the Dental Insurance Benefits and Coverage window. 



The default coverage table includes a set of coverages (a range of codes covered at certain percentages and assigned to a deductible category) that might have been standard a few years ago, but today may be a little dated based on modern insurance plan offerings. For example, procedures in the Diagnostic/Preventive category may now be covered as Preventive under Deductible.
 
Did you know that you can edit the default coverage table’s values? That way, each new insurance plan you add to Dentrix will receive the starting values that are as close to “normal” as possible. If new plans start with the most common coverages, you'll save time editing coverage tables for individual plans in the future.
 
To edit the default coverage table values, in the Office Manager click Maintenance, point to Reference, and then click Dental Ins Coverage Tables.


Dentrix offers five different default coverage tables here. The number 1 table (usually named Default Coverage Table) is the coverage table that all new plans are assigned automatically. Select this first coverage table, and then click Edit.

A window opens that gives you the same Add, Edit, Split or Clear options that you are familiar with using to edit coverage tables within the Dental Insurance Benefits / Coverage window for other insurance plans.



Double-click the corresponding fields to change deductible categories for each range of codes to match what is common in the industry or edit coverage percentages for each range. Split ranges up if it is common for some codes within the range to be covered at a different percentage or enter 0% if those codes are not covered at all.
 
Be aware that as you can make changes to this table, these values will to be used for all new plans you may add in the future. So be general and enter values that will apply to a majority of plans - you'll make the customized changes to individual plans later within their coverage table windows.
 
But what about the default coverage table for existing plans?
 
The changes you make to the default insurance coverage table only apply to new plans added in the future. But you can still apply these defaults to an existing plan if needed.
 
Open an existing plan's coverage table. You can do this from either the Insurance Maintenance window in Office Manager or through the Family File of a patient with this insurance coverage assigned. Select the Coverage Table tab, and on the right side of the window, in the Standard Coverage Table drop-down list, select the Default Coverage Table (or any of the other four, if applicable).



When you select a coverage table from the list, a warning message appears to let you know that any current entries in the coverage table will be replaced by the one you have selected. Click Yes to make the change.
 
For additional information, see our previous tip titled, Save Time Entering Insurance Coverage Information.

For more information about the Dental Insurance Benefits and Coverage window introduced in Dentrix G7.4, read the following articles in Dentrix Magazine:
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, August 24, 2021

Ordering Procedures By Visit

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, Treatment Planner Basics. In this workshop you'll learn how to create and organize treatment-planned procedures into cases, link related cases, set up alternative treatment options, and set a recommended case.

One of the topics covered in the course is how to organize treatment-planned procedures into separate visits.

When a patient has an extensive treatment plan, you can organize the individual procedures within a case into visits. By ordering the procedures within the treatment plan, you can make it easier for the patient to understand the treatment and make it easier to schedule procedures in the order they need to be completed.

For example, let’s say you have a patient whose treatment plan includes a root canal and crown on tooth 17 and two fillings on anterior teeth. You can assign these procedures to different office visits based on when the procedures need to be completed. Tooth 17 needs immediate attention, so you want the first visit to include the procedures for the root canal and the crown build-up, the second visit to include the procedure for the crown placement, and the third visit to include the fillings.

  1. In the Treatment Planner, expand the treatment plan case that contains the procedures to be assigned into visits.
  2. Select the procedure(s) to be included in the first visit and click the Create Visit button.


  3. Repeat step 2 for procedures to be assigned to the next visit. As visits are created, the number of the visit increases chronologically.


Additional Tips

  • After you have ordered procedures by visit, you can make edits to the different visits as needed. Right-click the procedure(s) you want to change, and select an appropriate Move to Visit __ option from the list.
  • To remove a visit from a procedure, right-click the procedure and click Delete Visit.
  • Read the Assign Treatment Plan Procedures to Visits article in Dentrix Magazine.
  • To learn more about this and other topics related to treatment planning, register for and attend Treatment Planner Basics.

Tuesday, August 17, 2021

3 More Best Practices in Patient Engage

Communicating with patients, marketing your practice, and keeping on top of patient forms is a lot to manage. Last week we shared four tips to help you stay on top of patient communications. This week we have three more tips for getting the most out of Patient Engage. 

Be sure to check out the on-demand webinar titled, “How to Get Started With Patient Engage Online Booking.” Click here to view.

1. Create reminders with special instructions before procedures.

Reaching out to remind patients of procedure-specific instructions shouldn’t take a lot of time. In fact, with automatic reminders, they don’t take any time after initial setup. To create reminders with specific instructions, go to the Appointments tab and click Reminder Settings. From there, you can create a custom plan to remind patients to pre-medicate or bring specific information with them to their appointment. 




2. Respond to reviews.

Online reviews can be an emotional roller coaster full of praise or complaints. Regardless of what your patients say, we recommend maintaining that dialogue by responding to reviews. As always, you’ll want to be respectful and courteous when responding, so make sure you’re in a positive mental space before you dive in. To view and respond to reviews, open the Reputation Management tab and click Reviews.


Click here to learn more about responding to reviews. 

3. Use a mobile check-in process.

A good mobile check-in process can save you time and reduce the administrative burden on your staff. We recommend sending patients a link to fill out forms from their phone. Instead of waiting for patients to fill out forms in the lobby and trying to decipher their handwriting, you can import the digital forms and then move on to the next portion of the patient visit.


Click here to learn more about sending a check-in link.

Learn More About An All-In-One Solution

  • View our on-demand webinar titled, “How to Get Started With Patient Engage Online Booking.” Click here to view.

  • If you’re not currently using Patient Engage, visit www.Dentrix.com/PatientEngage or call 833.232.3182. Your account executive is ready to help answer your questions.

Tuesday, August 10, 2021

4 Best Practices in Patient Engage

Communicating with patients, marketing your practice, and keeping on top of patient forms is a lot to manage. However, Patient Engage makes it easy to stay on top of it all! Here are some best practices that can help you manage your patient experience. 

Be sure to check out the on-demand webinar titled, “How to Get Started With Patient Engage Online Booking.” Click here to view.

1. Instead of going to Patient Engage online, use Patient Engage Live.

Patient Engage Live is an application on your office desktop. Instead of logging on to the Dentrix Hub all day long, you can access critical patient communication tasks through the desktop app. You receive real-time notifications when a patient texts or requests an appointment, and you can respond directly by clicking on the notification. 


2. Search patient details before contacting them after hours.

Imagine that you need to follow up with a patient after hours. Maybe you need to check in after their procedure to make sure they’re doing okay; you can use the Patient Engage Mobile app to access patient details and contact them directly via text or email. The app is also helpful if you need to step away from your desk throughout the day and would like to stay on top of incoming texts and appointment requests. 

Click here to learn 5 ways to get the most out of Patient Engage Mobile.


3. Customize online booking by patient type, procedure type, and providers.

Did you know that 94 percent of patients say they would choose a new provider if that provider offered online booking? 

With Online Booking in Patient Engage, you have control over the times, appointment types, and providers available for appointments. Imagine that you want to implement online booking in your office gradually. For example, you may choose to start with one provider, offering one or two treatment types, and only at certain times of the week. You can customize all of that and more in the Booking Settings in Patient Engage.


4. Plan your year with customized “set it and forget it” email campaigns.

Dental offices are busy, and it can be challenging to stay on top of your email outreach. With Patient Engage, you can schedule your communication for each quarter, or even the entire year, in advance. You can tailor each email message to the correct patient type by segmenting the audience. We recommend a best practice of sending an email campaign once every 4-6 weeks, alternating between promotions and newsletters to keep content fresh. 


Click here to learn more about the Campaign Studio.

Learn More about An All-In-One Solution

  • View the on-demand webinar titled, “How to Get Started With Patient Engage Online Booking.” Click here to view.
  • If you’re not currently using Patient Engage, visit www.Dentrix.com/PatientEngage or call 833.232.3182. Your account executive is ready to help answer your questions.

Tuesday, August 3, 2021

Improvements to the Batch Insurance Payment Entry Window

When you have a lot of claims to enter payments for, the Batch Insurance Payment Entry window can be a real time saver! This Dentrix window brings together all the options you need to efficiently post a bulk check to multiple patients' Ledgers without having to select each patient’s Ledger and then open each claim individually.

If you haven't used this feature before, you can read about it in previous tips, such as Entering Batch Insurance Check Payments and Three Tips to Keep in Mind When Entering Batch Insurance Payments.

Within the Batch Insurance Payment Entry window, under Enter Adjustment you can post write-off adjustments conveniently, but if the patient has secondary coverage, you might not want to write off the balance before that claim is filed and paid. In Dentrix G7.5, a secondary insurance column has been added to the Pending Claims section. If a patient has secondary insurance, the word Yes appears in the column (see red highlights in the image). This gives you a quick way to know if the adjustment is necessary!



There are many more great improvements to use in Dentrix G7.5! Click here to view new feature overview videos!

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