Tuesday, October 26, 2021

Creating Lists of Patients by Employer

Is a major employer in your area about to make some changes? Perhaps they will begin using a new insurance plan? Or maybe they are moving, shutting down, or merging with another company. You may want to do your research and know how many of your patients are going to be affected by such a change.

A Printed Report

If you want to see this on a printed page, generate the Employer List. In Office Manager, click Reports > Reference > Employer List.

In the From and To boxes, select the alphabetical range of employers you want to view. Or, if it’s just a single employer you want to view, select that same employer in both boxes. Check the box to Include Employees, and then click OK.


Preview or print the Employer and Employed Patents report to learn:
  • The Employer’s address and phone number
  • The total number of employed patients
  • The names of the employed patients

 An Interactive Option

Or, if you wanted a more interactive list, you could view the same information in eDex. From any Dentrix module, click File > Switch To > eDex, or click the eDex toolbar button (that one that looks like a contact card).

Click the Set Filters button. From the list of filter options, check Employers. Remove any other selected filters and click Close.

In the Filtering by: Employers field, type part of the employer’s name. Select the employer from the search results.

In the preview area, eDex will show you:
  1. The Employer's information
  2. The total number of Linked Insurance Plans and the names of those plans
  3. The total number of Employed Patients and their names
  4. eDex Notes field where you can make your own notes about the employer

If you want additional information about any of the employed patients, double-click their name to open that patient’s information in a new tab. You can also use the Family File, Ledger, Appointment Book, Patient Chart or Document Center module icons at the bottom of the screen to quickly jump to another area of Dentrix.

For additional information, see the following topics in Dentrix Help:


Tuesday, October 19, 2021

Understanding the Voice Perio Quick View Pane

In a perfect world, you'd never get sidetracked while in the middle of a perio exam and lose your place or your train of thought. But we all know it happens. Even when you're using Voice Perio to dictate perio measurements, it can happen. For example, did you tell Voice Perio to start charting pocket depths or gingival margins? Did you just say the measurements for tooth three or four? 

With Voice Perio's Quick View feature, you can view your commands, measurements, and conditions as you speak them. In fact, you can view virtually everything you say aloud in Voice Perio's Quick View to ensure that information is being recorded precisely as you want it. 

So, what is Quick View? It's simply a text box (a pane) of the Bola AI Voice Perio window that displays the following information.

  • Action Required – Sometimes, you must complete a required action before you can start recording. Such actions will display in the Quick View pane, titled "Action Required." For example, two such actions are shown in yellow in the image below.



    Voice Perio automatically detects when you complete the "action items." Then you can begin to speak commands, measurements, and conditions, which will be recorded in your patient's perio chart.
  • Charting Commands and Measurements – Commands tell Voice Perio the type of charting you want to perform, and the measurements you speak are then displayed for each command. Consider these examples.
    • Say "Pocket Depths," and then the measurements for each tooth. Quick view will display the following:


    • Say "Start Recession," then say the measurements, and Quick View will display the following two views:





  • Conditions – Conditions simply describe the health of a patient's teeth or gums, and they can be charted by site, quadrant, or sextant. The following are two examples of how Quick View displays the conditions that you speak. 



  • Navigations Commands – Navigation commands move the cursor around the Perio Chart with keywords like Jump, Skip, Next, Back, and Undo. Keywords are used based on how far you are from the measurements you want to overwrite or the condition you want to add. The following is one example of using a navigation command — Jump — to move to a specific tooth and state a condition — Suppuration.




Learning various commands, measurements, conditions, and navigation keywords may seem daunting at first. However, as you become more proficient with Voice Perio, it will become easier to double-check what you speak in Quick View. Then, when you feel that your proficiency has improved, you have the option to turn Quick View off as needed.

Additional Information

  • The Quick View pane also displays the "raw" data that you speak, so you can see exactly what you said. For instance, the raw data for the pocket depths of three teeth might display as "Raw: 232243343."
  • Be sure to view our Voice Perio and Dentrix Perio Chart Quick Start, which includes helpful videos, tutorials, and documentation.

Tuesday, October 12, 2021

eEOBs Automatically Saved and Attached?! Yes, Please!

One of the hassles of receiving insurance payments is the time-consuming process of scanning, printing, and/or making screenshots of explanation of benefits (EOBs) to save to the Document Center for your records. Insurance carriers frequently pay several unrelated patient claims at the same time, so the EOB that they provide to you may include detail for multiple patients. Because of that, many offices are reluctant to attach that document to individual patient’s Document Centers in the chance that the information may somehow get shared with the patient, exposing protected health information (PHI) for other individuals. Some offices even painstakingly trim or crop the document before attaching it to each patient.

The Dentrix eEOB (Electronic EOB) feature can save you time and worry for those concerns! When an eEOB is received into Dentrix G7.5, a copy of each EOB is automatically saved to the Document Center in two ways:
  1. In the patients’ Document Centers (click the View menu in the Document Center, select By Patient, and select an individual patient), a document is saved containing just that patient’s EOB detail. Because the EOB only contains the patient’s information, it can conveniently be attached to a secondary claim or used as a reference if the patient needs to be reminded of how their treatment was covered.


  2. In the insurance carrier’s Document Center (click the View menu in the Document Center, select By Dental Insurance, and select the carrier) the entire EOB is saved with all patients’ details listed for that payment. This version of the EOB is useful for your office to be able to research or track the insurance payment.
We mentioned attaching secondary claims earlier, and the Dentrix automatic attachments feature has you covered there too! When using Dentrix G7.5 and eEOBs, Dentrix will find the patient’s primary EOB and automatically attach it to secondary insurance claims! 

To turn this feature on, open the Ledger, and from the File menu, select Direct Processing Options Setup. Then select Always Attach EOB to Secondary and click OK to save the change.


If you are not already using Dentrix eEOBs, open the Ledger, and from the File menu select Enter Batch Ins Payment (this is where you will go to post eEOB payments). At the top of the window, click Register for Electronic EOBs to begin the sign-up process.

Additional Information


Tuesday, October 5, 2021

How Intelligent Review Requests Can Help You Right Now

Experts agree that positive online reviews are vital to attracting new patients and growing a successful dental practice. You probably already know this and might be wondering how to take your reviews to the next level. 

This week we’ll show you how you can grow your online presence even bigger by automatically sending review requests to different sites. 

Your patients have first-hand experience in your office. And you want potential patients to see office reviews whether they’re on Facebook, Google, or Yelp. In Patient Engage, you can edit the settings for your online review requests so that your patients receive links to the review sites that you choose. 

Imagine that you’re focusing on increasing online reviews for Facebook and want to maintain your well-established presence on Google and WebMD. You can set up your review requests so that Patient Engage invites 50% of your existing patients to review your office on Facebook, 25% on Google, and 25% on WebMD. 

Here’s how:

  1. Open Settings and under Communications, click Intelligent Reviews.


  2. Click Edit Settings.


  3. Turn "ON" the review sources where you want patients to review your office, and then add the URL for that site.



You can enable customer review requests from Demandforce Local, Facebook, Google, Yelp, Vitals, and WebMD.

From there, you can edit the percentage numbers for each site. The percentage number represents the percentage of patients that will receive a review request for this link. Make sure that all the percentages add up to 100%, or you can click Split the Rest to equally distribute the rest of the review sources. Finally, when everything looks right, click Save Changes.


Now, when you text a review request to your patients at the end of their visit, they will get a randomized request from any of the review sources you choose. And, when prospective patients see online reviews from your current patients, they’ll be more likely to schedule that first appointment.


Learn More