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,...
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...
