Click the column border to the right of the column heading that you want to re-size, and drag it to the left to decrease or to the right to increase the size of the column. Sorting the Treatment Manager list You can sort the list by any of the columns being displayed. Click the column heading that you want to sort the list by.
Full Answer
How do I inactivate a Dentrix provider?
If you’re using Dentrix G7.4 or later versions, you can use the Inactivate Provider feature to streamline the process of inactivating a provider. First you must select a replacement provider for the provider you are inactivating.
How do I transfer internal balances between accounts in Dentrix?
If you do choose to transfer balances, Dentrix will then give you an option to select an adjustment type to use to transfer these balances. I recommend you use a unique adjustment type for this type of internal balance allocations instead of something generic.
How do I assign a primary or secondary provider in Dentrix?
Doctors should always be assigned as primary providers in Dentrix, while hygienists should be assigned as secondary providers. Once you have entered the provider’s information and clicked OK, you can set up their scheduled workdays and hours. Select the provider in the list, and then click the Setup Selected Provider button.
What is a custom disclaimer in Dentrix Ascend?
A custom disclaimer reflects the policies unique to your location. Dentrix Ascend allows you to create two distinct disclaimers: one for insured patients, and one for the uninsured.
How do I edit a treatment plan in Dentrix?
To edit visits:In the Treatment Planner, click the Treatment Plan Case Setup button in the Navigation panel.Expand the treatment plan case with the procedures you want to organize into visits.Right-click a procedure for which you want to change a visit.Select the visit to which you want to move the procedure.More items...•
How do you customize Dentrix?
Customizing the Appointment Book, Family File, Ledger, or Office Manager ToolbarsRight-click anywhere on the toolbar and select Customize Toolbar.The Customize Toolbar window is divided into two sections, Available Buttons (those not currently in use on the toolbar) and Toolbar Buttons (those currently in use).More items...•
How do I add notes to the treatment plan in Dentrix?
To add the note to existing cases:Click the Treatment Plan Case Setup option at the top of the Navigation Panel.Select the case that needs a note.Select the Supporting Information option from the Navigation Panel. ( ... Using the Case Note Templates pull-down menu, choose the option (example: 'Signature')Click Insert.More items...
Where is the treatment planner in Dentrix?
On the Patient menu, under Clinical, click (or tap) Treatment Planner. On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Treatment Plan box.
How do I change a template in dentrix?
The Clinical Note Template Setup page opens.Do one of the following: ... Select a clinical note template. ... Change the name and/or category of the template, and then change the note text and quick-picks (prompts) as needed. ... Click (or tap) Save.
How do I change the buttons on a dentrix?
To customize a procedure button set:From the Patient Chart, click Setup > Procedure Button Setup. ... From the Button Set drop-down list, select the existing button set you'd like to customize.Click New to create a new procedure button for this set.More items...•
How do I change case notes in dentrix?
You can also create or modify case note templates in the Office Manager. From the Maintenance menu, select Practice Setup > Custom Notes > Case Notes Setup.
How do I print my ascend treatment plan?
To print a copy of the treatment plan for the patient to take, click (or tap) Print. To return to the Treatment Planner page, click (or tap) Back to Treatment Planner.
How do I post a treatment in dentrix?
Procedure - The procedure performed or product sold. Click (or tap) in the box, begin typing the code or description of a procedure, continue typing as needed to narrow the results list, and then select the procedure to post.
How do I get the toolbar back on dentrix?
Article Properties Open the Dentrix Module that is missing buttons. Right Click on the Button Bar area (the area where the buttons are normally displayed) and select Customize Toolbar... Under the Available Buttons area, control-click all the buttons you want to show. Click the ' > ' button. Click OK.
How do you complete the treatment in dentrix ascend?
On a patient's appointment card in the Chair, Checkout, or Complete section of the routing panel, do one of the following:If the rendering provider is different from the provider who is attached to the appointment, change the Provider, and then click (or tap) Complete.Click (or tap) Complete.
The new era of doing business: data analytics
Analyzing data is the new-norm for your practice. Its application to the healthcare industry – including dentistry – is helping improve treatment presentations and care delivery.
How to use your own data to help drive treatment acceptance
You and your team are likely accustomed to creating PMS generated reports and spreadsheets. The same applies to mining your data for treatment acceptance metrics.
Learn More
To see Jarvis Analytics in action or book a demo, please visit jarvisanalytics.com.