It would be nice to know ahead of time if your office wasn’t going to receieve an insurance payment for a patient’s procedure. If, you do not check the Assignment of Benefits box in the Insurance Information dialog box when you are setting up a patient’s insurance...
When two different people enter information for the same insurance plan, or when someone doesn’t verify whether a plan exists before entering it in the database, you wind up with duplicate insurance plans in Dentrix. When duplicate plans exist in Dentrix, neither is...
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...
Unless you stay on top of things, the Unfiled Documents window within the Dentrix Document Center can quickly become unmanageable. You should make it a priority to go through your Unfiled Documents and attach them to their relevant sources or delete them so they...
When you don’t have any patients in the office, and all workstations are logged out of Dentrix, you can do some database clean-up that is impossible to do when you’re busy. One such task is inactivating the providers and staff who are no longer working at your...
The key to effectively using patient alerts is setting them up so they only appear when they are relevant and necessary. Having outdated patient alerts pop up in Dentrix wastes time each time they have to be cleared in order to complete a task. Having down time in the...
A balanced schedule consists of a mixture of procedures that have high production value (such as crowns, bridges, and endodontics) and low production value (such as composites, extractions, and preventive maintenance procedures). The Perfect Day Scheduling feature...
Learn how to use Dentrix to send an email message to everyone who has an email address in the Family File. There may be times when you need to close your practice or make changes to your schedule and need a way to let your patients know about those changes. Email is...
The easier it is to find the clinical note templates you need, the faster you can make your notes. Meet with your clinical team and discuss which clinical notes they want to keep, then look at the list of clinical note templates and delete any templates you aren’t...
Clinical note templates can save you a lot of time and can help you keep more accurate and detailed notes. Set up clinical note templates to help you document the procedures you complete regularly in your practice, like prophys, periodic exams, fillings, root canals,...
