Lately I’ve seen some questions about inactivating and archiving patients. While there are many opinions on this topic and offices will vary in their policy on this matter, I thought I would share some of my thoughts. If you’ve attempted to contact a patient who is...
When patients are seen for an appointment, they often are being seen for more than one reason. When those appointment reasons take up more than one line of text on the appointment, you have to open the Appointment Information...
When you add new patients to Dentrix, you need to designate someone in the family as the “responsible party.” Dentrix refers to that person as the Head-of-House (or Guarantor). As you are designating head-of-house, keep the following in mind: The first...
Staff turnover is inevitable, and when it happens, you’ll want to make sure that those changes are updated in Dentrix. Because there will be past procedures and transactions attached to providers who leave the practice, you can’t simply delete a provider. But you’ll...
When you want to review the contacts you’ve had with a patient, you can see this information from the Office Journal display window. However, this information will only be as accurate as the records you keep in your office. As a general rule, you should document...
In the Dentrix Patient Chart, one of the items in the Charting Toolbar is the list where you can select a provider. When you select a patient in the Chart, this field contains the provider set up as Prov1 in the patient’s Family File. This is the provider that will be...
When an appointment is set complete from the Appointment Book, the procedures are assigned to the appointment provider. However, in some cases (like hygiene appointments), the procedures should be posted to multiple providers. You can quickly change the provider that...
Do you offer promotions or discounts to new patients or certain groups of patients? For example, 15% off for senior citizens, 25% off for active military or veterans, and so forth. In Dentrix, it’s easy to set up discounts and then apply them in the Ledger where...
One of the overlooked features in the Dentrix Patient Chart is the ability to make chart notations. The Chart Notations feature allows you to “draw” on a patient’s chart! For practices with computers visible to patients in the operatory, you can use chart...
When I worked in a dental practice, we still had paper charts until 2009. This meant we had a ton of treatment sitting in these paper charts that we had to search for manually in order to find patients who were unscheduled. It was an extremely time-consuming process,...
