Use your extra time to perform database cleanup and other tasks that are overlooked when the office is busy.
On days when you don’t have patients in the office, how do you keep your team members busy? Deep cleaning the office is a great place to start. Not having the bustle of patients in the office will give you time to focus on areas that may not get attention every day, and that includes your Dentrix database.
There are several Dentrix cleanup tasks, feature customizations, and follow-up tasks you can tackle while you have extra time. Click on the links below to be taken to articles with the details about the cleanup tasks your office needs most.
For the Front Office Team:
- Setting up Perfect Day Scheduling (NEW)
- Cleaning Up Your Unscheduled List (NEW)
- Purging Appointments
- Inactivating Patients
- Inactivating Providers and Staff Members (NEW)
- Inactivating Health History Items
- Consolidating Medications, Allergy Types, and Medical Conditions
- Updating Patient Health History Contacts Information (NEW)
- Removing Outdated Patient Alerts (NEW)
- Reviewing and Editing Patient Notes (NEW)
- Attaching and Deleting Unfiled Documents in the Document Center (NEW)
- Cleaning Up Duplicate Employers
- Purging Unused Employers
- Cleaning Up Duplicate Insurance Plans (NEW)
- Purging Exported Files
- Deleting Unused Continuing Care Types (NEW)
- Creating and Using Quick Letters (NEW)
- Adding Contacts to eDex (NEW)
- Checking for Dentrix Updates (NEW)
- Setting Up or Reviewing Dentrix Passwords (NEW)
For the Billing Team:
- Finding and Correcting Provider Credit Balances
- Automatically Closing Claims without Assignment of Benefits (NEW)
