Top Tips of 2015

For out last Tip Tuesday post of 2015, we're going to link you to the top ten most popular tips of the year, just in case you missed one...

Using Dental Plan Maximums in the Treatment Planner

In case you've missed it, the last couple of weeks we've been sharing tips about how to use the Treatment Planner more effectively p...

Viewing Patient Insurance Benefit Information from the Treatment Planner

The Treatment Planner provides several options that make treatment case presentation easier and more effective. These options give your pati...

Viewing Primary (and/or Secondary) Insurance Notes in the Treatment Planner

The Treatment Planner provides several options that make treatment case presentation easier and more effective. These options give your pati...

Our 200th Tip Tuesday Post

In January 2012 we launched the Dentrix Tip Tuesday blog, hoping to give our customers a little Dentrix knowledge each week, and to share ti...

Reviewing Patient Contact from the Office Journal

When you want to review the contacts you've had with a patient, you can see this information from the Office Journal display window.  Ho...

How to Send Insurance Claims Electronically

Sending claims electronically speeds up the process of getting the claim to the insurance company so that your office can get paid faster. W...

Dunning Messages

Dunning messages are automatic payment reminders that print on a billing statement based on an account's aged balance. Dentrix includes ...

Customizing Medical Alerts in Dentrix G6

Using Dentrix, you can assign medical alerts to patients. Medical alerts serve to remind you of any medical conditions your patients may hav...

Dealing with Interruptions When Using the Batch Insurance Payment Entry

In a previous post we outlined the process for entering a batch insurance payment.  But did you know that you can "pause" in the m...

Setting the Recommended Treatment Plan Case

When you create treatment plan cases for patients, at times you may give the patients treatment alternatives (where they could have either a...

Understanding How the Fee Schedule is Used in Dentrix

The Fee Schedule is the basis of the insurance estimate calculation. Patients can be assigned a fee schedule in one of three ways: By provid...

Finding the information you need on the Insurance Aging Report

Unless you are looking at an individual patient's Ledger, there is no way of knowing whether an insurance claim has been paid, or if the...

Adding and Editing Continuing Care Views

The Dentrix Continuing Care module gives you the ability to see patient continuing care information in a variety of different ways. A key co...

Understanding the Continuing Care Module

It's important to keep your hygiene schedule full. Regular cleanings and oral cancer screenings promote a healthy mouth for patients, an...

New Features in the Dentrix G6 Document Center

Dentrix G6 includes new features and enhancements to the Document Center that make it easier for you to store and organize your important do...

Determining the Last Time a Patient Received a Billing Statement

Did you know Dentrix keeps track of the last time you billed a patient and lists that information for you in the Ledger and the Office Journ...

Stop Scheduling Fake Appointments to Block Off Time in Your Schedule

Are you still scheduling "fake" appointments for John Doe in order to block out time in the operatory to keep patients from being ...

Insurance Claims Setup

Wouldn't it be nice if all insurance companies asked for the same information on claims? Sadly that's not the case, and you have to ...

Attaching and Signing Consent Forms for Treatment Cases

Did you know Dentrix allows you to sign consent forms electronically and keep track of signed consent forms by attaching them to treatment p...

Running Billing Statements for Patients on a Payment Plan

One of the questions often asked our Dentrix Tech Support team, is "Can I run billing statements just for the patients on a payment pla...

Generating the Unscheduled Treatment Plans List

Did you know you could have hundreds if not thousands of dollars in production lying in unscheduled treatment plans?  With the Unscheduled T...

Generate a List of Patients with Outstanding Balances with the Collections Manager

With the Dentrix Collections Manager, you can quickly generate a list of patients with overdue balances based on criteria you select. Do you...

Dentrix G6 Appointment Book Enhancements

For those of you who have already upgraded to Dentrix G6, here a just a few new features and enhancements related to the Appointment Book yo...

Sorting Unfiled Documents

With Dentrix G6, you can now sort the documents in the Unfiled Documents folder in the Document Center either by the date they were scanned ...

Determine Production Totals with the Practice Analysis - Production Summary Report

The Production Summary Report is a useful report that can be customized to show the number of times you have performed certain procedures, a...

Viewing the Date/Time an Appointment was Created

The Dentrix G6 Appointment Book now displays the date and time an appointment was created as part of the appointment history. You can view t...

Customizing Ledger Colors in Dentrix G6

The Dentrix G6 Ledger has alternating shaded rows to make it easier to read individual line items. You can customize the color of that alter...

Accessing Patient Information from the Select Patient Dialog Box

You can use the Select Patient dialog box for more than just selecting patients! It's a powerful search tool that lets you search by lot...

Save Time in the Batch Processor

Did you know that you can preview any report in the Batch Processor by double-clicking it? This feature, available in Dentrix G5.2 or later,...

Referring Procedures to Other Providers

At times you may have a treatment case that you want to refer to another provider or specialist. You can easily refer patients to other prov...

Adding Contacts to eDex

eDex is an electronic contact manager and directory available in Dentrix G6. You can use eDex to manage and quickly search lists of patients...

Using the New Dentrix G6 List Manager

One of the new features introduced in Dentrix G6 is the List Manager. When you create custom lists in Dentrix you can now view the data in t...

New Dentrix G6 Feature - Assigning Providers to Procedures Before Posting Them

One of the new features in Dentrix G6 is the ability to assign providers to individual procedures in an appointment before setting it comple...

Viewing Documents for an Entire Family in the Document Center

The Document Center allows you to view documents for a single patient or an entire family. Use Views to see a list that contains all documen...

Adding Clinical Notes using Templates and Prompts

Using Dentrix clinical note templates helps you be both through and efficient in three different ways. First, it saves you from typing out t...

Adding Free-form Clinical Notes in Dentrix

Clinical notes are designed to help you keep a complete clinical record for each of your patients. Ideally, clinicians should create clinica...

Progress Notes in the Patient Chart

If you've ever had to look through a patient's progress notes in the Chart to try and find information about a specific procedure or...

Creating Claim Remarks Templates

Did you know you can create templates for frequently used claim remarks or narratives that the doctor has to write? By creating these templa...

Using Screen Capture for Claim Attachments

Using Dentrix you can easily send claim attachments, such as letters, X-rays, and images to an insurance carrier. The Ledger lets you attach...

Attaching Another Patient to a Document

With the Dentrix Document Center you have the ability to scan, capture, and import documents such as patient letters, EOBs (explanation of b...

Viewing Appointment History

Dentrix tracks each time a change is made to an appointment and keeps track of what was changed, when, and if passwords are enabled, by whom...

Printing Care Instructions with Walkout Statements

When patients have oral surgery or other difficult procedures completed in your office, you often have care instructions to send home with t...

Verify Billing Statements to Send

One of the options  you can use as part of your billing process is the Verify Billing Statements to Send feature. It allows you to preview y...

Updating Secondary Insurance

Since insurance coverage is not retroactive, Dentrix tracks what secondary insurance information was assigned to the patient when a primary ...

Creating Case Note Templates

It's important to keep detailed notes about each case in the Treatment Planner so you have a history of the patient's proposed, acce...

Viewing by Selected Teeth in the Patient Chart

When patients have extensive treatment history, it can be difficult to find treatment details or notes about a specific tooth or teeth. You ...

Using the Practice Statistics Report

The Practice Statistics Report gives you a statistical snapshot of your practice that you can use to develop strategic business plans. This ...

Setting Default Options for Office Manager Print Preview

Did you know that you can customize the way the Print Preview displays reports in the Office Manager? Save your favorite report preview sett...

Displaying Claim Status Notes

It's important to generate the Insurance Claim Aging Report to follow up on outstanding claims and make sure none of your claims are goi...

Showing Preferred Names on Appointments

You probably all have that patient who wants to be called by a different name than the name on their account (A Robert who wants to be calle...