Most Popular Tip Tuesday Posts of 2016 - Part 2

Last week we started our most popular Tip Tuesday posts of the year with #10 - #6. Today, as our final post of the year, we'll finish it...

Most Popular Tip Tuesday Posts of 2016 - Part 1

Another year has come and gone. That means we've given you nearly 50 Tuesdays worth of Dentrix Tips this year. Did you read them all? Le...

Creating Reminder Postcards for Patients Due for Continuing Care

Dentrix uses a letter merge process to create form letters and cards. Your Dentrix software comes with over 30 pre-written documents that co...

Tips for Setting Up Non-typical Families in Dentrix

Not all families are typical. Some family situations might be called complex or even difficult. Not to worry, Dentrix has the flexibility to...

Modifying Image Documents within the Document Center

The Dentrix Document Center is a wonderful tool you should be using to help eliminate paper files in your office. One of the best uses of th...

Checking Up on Your Treatment Planning Success Rate

It's no big secret that a dental practice's success hinges on its ability to diagnose, schedule, and complete treatment. With that i...

Attaching Diagnostic Codes to Procedures in the Progress Notes

The Patient Chart is a clinical record of patient care, and as such it must be completely accurate. To help maintain an accurate clinical re...

The Patient Balance Report

If you want a really quick and easy-to-understand report that can give you a list of outstanding patient balances, consider the Patient Bala...

Joining Insurance Plans in Dentrix

When multiple staff members enter patient information in Dentrix, there is a chance that duplicate information can be entered. One area wher...

Deleting Unused Insurance Plans in Dentrix

It happens. You are entering insurance information in Dentrix for a new patient, and as you scroll through the list of carrier names one cat...

Printing the Family Ledger Report

The Family Ledger Report is an account history of all procedures, payments, adjustments, and service charges posted to the Ledger. As the ye...

Customizing the Appointment Book Hover Window

When working in the Dentrix Appointment Book you have the ability to see additional patient information whenever you hover your mouse over a...

Understanding the Ledger Display - Updated for Dentrix G6

A couple of years ago we did a post on Understanding the Ledger Display, and it has remained in our top 3 most popular posts ever since! But...

Dentrix Notes Part V: Treatment Notes

Over the last several weeks we have talked about the different areas within Dentrix where you can keep notes. Today's post rounds out th...

Dentrix Notes Part IV: Insurance Notes

For the last three weeks we've been talking about different areas within Dentrix where you can keep notes. This week we'll focus on ...

Dentrix Notes Part III: Financial Notes

If you've been reading our blog the last couple of weeks, you know the importance of keeping notes in Dentrix, and keeping them in the r...

Dentrix Notes Part II: Patient Information Notes

Continuing on the theme of Dentrix notes, today's tip will focus on the kinds of notes you can use to document patient information. Whil...

Dentrix Notes Part I: Scheduling

Sticky notes were a great invention, and I'm sure we've all used them for one reason or another since they came out back in the earl...

Track Family Financial Situations with the Guarantor Note

Guarantor notes are used to document information specific to the finances of a family account. Guarantor notes are shared for an entire fami...

Correcting Posting Errors on Payments in History

Occasionally, you may find that you made a mistake on a payment posted in the Dentrix Ledger. You cannot delete payments in history, but you...

Catch Unsubmitted Claims with the Insurance Claims to Process Report

It's the end of a busy day. You've been checking patients in and out, taking payments, filing insurance claims, answering phones, an...

Where Did I Put that Patient Note?

"I know I entered a note in Dentrix that had something to do with John Doe's account, but I can't remember what it was, or wher...

Archiving Patient Records

Dentrix allows you to delete patient and family records, which results in all information associated with the patient (including alerts, not...

Protect Your Clinical Notes from Tampering

Keeping accurate dental records is one of the most important tasks providers are faced with. According to the ADA, "The dental team sho...

Pass Along that Extra Collection Cost: Assessing Finance Charges and Late Charges

Did you know Dentrix allows you to charge additional fees to patients with whom you have made payment agreements or to whom you have extende...

The Referral Slip, Your Ticket to a Successful Hand-off

It happens to every dentist. A patient comes in with an issue you'd rather refer to someone else—a specialist, an oral surgeon, or  an o...

They're Called Quick Letters for a Reason!

Did you know that Dentrix comes with over 40 pre-defined letter templates that you can use with Microsoft Word to create custom corresponden...

Shedding Some Light on a Gray Area

The Dentrix Ledger holds a wealth of information in the transaction log area. But do you understand the other financial information found at...

Got the Picture?

The Patient Picture feature displays a full-color portrait that you can access from the Appointment Book, Family File, Patient Chart, Treatm...

Just the Way They Like It--Customizing Insurance Claim Forms

Some insurance companies require specific adaptations to an otherwise standard form. In Dentrix, the Claim Setup dialog box allows you to se...

Complete Patient Clinical Notes at Your Fingertips

Many doctors and hygienists like to review their past clinical notes about a patient at the beginning of their appointment. That way they ca...

Making Last Minute Changes to Procedures

You probably all know that when you are creating an appointment in the Appointment Book, you can click the Tx button in the Appointment Info...

Making Your Billing Statements Easier for Patients to Understand

Do patients call your office with questions about their billing statements, and wonder what the charges listed as "Balance Forward"...

What does OPEN mean in the Appointment Book?

Do you have patients with flexible schedules? Willing to come in sooner than scheduled, or maybe even be willing to be rescheduled to accomm...

What Are You Waiting For? Finding Unreceived Preauthorizations

One of the questions frequently seen by our support team recently asks, "Is there a report we can run that tells us which insurance pre...

Punching the Clock: Start Getting Paid in 4 Easy Steps

In last week's Tip Tuesday post, we talked about how to set up the Dentrix Time Clock, by setting up the information needed for each emp...

Tick-Tock, Set Up Your Time Clock

An often overlooked feature in Dentrix is the Time Clock. The Time Clock in Dentrix enables office employees to punch in and out for their s...

2 Tiny Preference Choices That Can Make a Big Difference

Many of you have upgraded to Dentrix G6, and that's great! We've posted tips in the recent past about new features available with th...

Find the Patients Attached to Each Insurance Plan in Dentrix

At times you may need to see a list of all patients assigned to an insurance plan in Dentrix. This information can be found by running the I...

Posting Multi-Code Procedures from the Ledger

Most of the charges listed on a patient's account will be posted through procedure codes. In many cases, the procedures will have been p...

Quickly Finding Previously Viewed Patients

During the course of a work day you may select hundreds of patients within Dentrix. When selecting a patient, there is a section of the Sele...

Keyboard Shortcuts in the Dentrix Perio Module

When you perform a patient perio exam, you can use keyboard shortcuts to help you enter the measurement information into Dentrix. Below are ...

Using Patient-friendly Procedure Descriptions

Let's be honest, unless you have a background in the dental industry, procedure descriptions such as "partial pulpototomy apexogen&...

Creating Multi-codes in Dentrix

A multi-code allows you to group together procedures you commonly use in order to save time when charting, scheduling, and posting. By creat...

Changing the Appointment Length in Dentrix

The Appt Length field in the Appointment Information dialog box allows you to specify how long the appointment will be.  While individual pr...

Editing Family Relationships in Dentrix

There will be times when you will need to make edits to a patient's family in Dentrix. This task is fairly simple, but can get a little ...

Trying to Delete a Continuing Care Type But Can't?

A frequent question from customers calling in to our Support department is this: "I am trying to delete a continuing care type our offi...

Preventing Procedures from Being Billed to Insurance

Did you know you can set up procedure codes so that by default they are not billed to insurance? That way, when you post that code it won’t ...

The Birthday List

Did you know Dentrix has a list you can generate that will show you a list of patients with a birthday within a specified date range? You ca...

Cleaning Up Your Unscheduled List

One of the questions we hear a lot in our support calls is, "How can I clean up my Unscheduled List?" Before answering that questi...

CDT 2016 Update

Each year the American Dental Association (ADA) updates their “Current Dental Terminology” (CDT) standards. Dentrix offers a utility to make...

Creating Prescriptions in Dentrix

The Dentrix Prescriptions module allows you to create a library of medicines your office prescribes and use them for patient prescriptions. ...