When you post payments, and adjustments, it’s important to post them to the providers and patients that are owed money. Otherwise, it can look like one provider has a large credit balance and another provider has outstanding A/R, even though that is not the case. It’s...
Whenever you merge letters in Dentrix or export data from a letter merge or report, Dentrix keeps a log file of that export. It’s important to purge these exported files from your database on a regular basis, even daily. Having a large number of exported files can...
Tasks you should know how to do when you have to alter your practice schedule. There may be times when you need to alter your normal office schedule on short notice or close your office altogether for an emergency. There are things you should know how to do in Dentrix...
Periodically, you should evaluate the list of employers in your database and purge any unused employers. That way the list of employers will be smaller and easier to manage when you create a new patient, and you won’t accidentally assign an incorrect employer to a new...
The Appointment Book stores data for appointments as far into the past as you have been using Dentrix. After your practice has been using Dentrix for several years, you can accumulate a large amount of data stored in the Appointment Book. You can purge the Appointment...
It’s easy to end up with duplicate employers in Dentrix. Often, two different people enter an employer for the same new patient or someone doesn’t verify whether an employer is already in Dentrix before entering it in the database. Having duplicate employers in your...
Did you know you can use the Patient Report (By Filters) letter to generate custom lists? With dozens of filtering criteria, you can use this report to generate lists of patients who fit the criteria you set. For example, if you wanted to create a list of patients who...
There will be situations where patients give you advanced notice that they need to reschedule their appointment. You don’t want to break the appointment in Dentrix (and, have a broken appointment recorded in the Family File). But rather, you should use...
When you have to close the entire office for an extended period of time, or for holidays or other events, instead of just blocking off the operatories in the schedule, the best thing to do is to close the office on that day in the Appointment Book. If you leave the...
It’s easy to picture a situation these days when you have to suddenly reschedule a whole day’s worth of appointments. Maybe it’s because you are closing your practice during a pandemic. Maybe you received a phone call from a patient saying that they...
