The Initial Reasons box is available within the Appointment Information dialog box and typically includes commonly scheduled procedures like a prophy or bitewing X-rays. You can edit the procedures that appear as options to choose from in the Initial Reasons box in the Office Manager. Click Maintenance > Practice Setup > Definitions.
Full Answer
How do I enter a procedure code in Dentrix?
Type a description for the procedure code in the Description text box. Note: The procedure description appears in most Dentrix modules, on insurance claims, billing statements, and various reports. Dentrix includes descriptions with each default procedure and abbreviates them as necessary. 5. Enter an ADA Code Name.
How do I add a provider in Dentrix enterprise?
· Provider IDs are used throughout Dentrix Enterprise. Whenever a provider is displayed or printed, it is usually only the provider ID that is seen. 1. In the Clinic Resource Setup dialog box, under Provider (s), do one of the following: · To add a provider, click New.
How do I create an alternate case in Dentrix?
You can tell which case is the default case because the case name appears in bold. When you select the procedures in the Create Alternate Case dialog box, you are telling Dentrix to add a duplicate copy of the procedures to the new alternate case. You should only check the procedures that both cases will have in common.
What happens when I link two cases in Dentrix?
When you have two different cases created in Dentrix that contain different procedures to address the same problem, you can link those cases together and create treatment options. When the patient accepts one of the treatment options the other will be automatically rejected because they are linked together.
What is Dentrix password?
Passwords serve many different functions in a dental office. First, you can enable and use passwords to prevent unauthorized persons from performing sensitive tasks, such as changing information, deleting transactions, accessing financial information, and so forth. ( Tip: You can review the user security rights to see which Dentrix features are enabled by each of the assignable user rights.) Second, the Dentrix password feature gives your office the added security of requiring that users re-enter their passwords before they can access certain Dentrix operations to verify that they have rights to that operation. Third, you can use passwords in conjunction with the Audit Trail Report to track who in your office has made changes to information in Dentrix.
What is Dentrix practice default?
To save time when entering patient information or performing certain tasks, Dentrix allows you to set Practice Defaults, including a default provider, operatory, billing type, and billing statement for each workstation.
How to add a provider to a clinic?
1. In the Clinic Resource Setup dialog box, under Provider (s), do one of the following: · To add a provider, click New. · To edit the information of an existing provider, select that provider, and then click Edit. (This button is unavailable if a provider is not selected.)
Can a new prescription be entered into an inactive provider?
New prescriptions and payment plans cannot be entered that are assigned to an inactive provider. Also, existing treatment-planned procedures associated with an inactivated provider cannot be set complete. Note: Providers cannot be deleted.
How to set a treatment area flag in Dentrix?
Treatment Area – Select the area that the procedure applies to when you chart or enter it for a patient, and then click Flags to set a treatment area flag. Paint Type – Select a paint type to indicate how Dentrix will paint the procedure on the tooth in the Patient Chart when you recommend or complete the procedure.
What is condition in Dentrix?
Condition – Allows you to use the procedure codes to indicate the state of a patient's mouth. Dentrix posts conditions to the Patient Chart but not to the Ledger or Treatment Plan, and does not associate a fee with a condition. Dentrix has already flagged procedures 15000 - 15115 as conditions.
Does Dentrix include lab expenses?
Lab – Type a lab expense for the procedure, if applicable. Note: Dentrix uses this value for reference and prints it on the Procedure Code list. Dentrix does not include a lab expense with any default procedure. If necessary, you must add lab expenses when you install Dentrix.
Can you leave remove tooth in unavailable state?
You cannot leave the Remove Tooth option in the unavailable state. You must either select or clear the option to save your changes and exit the Procedure Code Editor. Show in Chart – In G2 or newer, this setting affects the Procedure Codes Panel in Chart.
Can you bill flagged procedures to dental insurance?
Note: You can bill flagged procedures only to medical insurance. Do Not Bill to Dental Insurance – Select to exclude the procedure from insurance claims. Note: Selecting this option also prevents the procedure code from appearing on the Procedures not Attached to Insurance report.
How does Dentrix work?
Dentrix makes it easy for you to create and manage treatment alternatives in the Treatment Planner by linking alternate treatment recommendations together or creating alternate cases. In order to create alternative treatment cases, you must first add both sets of procedures to the patient’s treatment plan.
Why is Dentrix important?
Dental consultants stress the importance of offering patients treatment alternatives as an integral part of the dental office’s responsibility to gain informed consent. Plus, you may find it helpful to give patients options when their preferences don’t align with your preferred or recommended treatment. Dentrix makes it easy for you to create and manage treatment alternatives in the Treatment Planner by linking alternate treatment recommendations together or creating alternate cases .
How to create alternate cases in patient chart?
To create alternate cases: In the Patient Chart, treatment plan the composites, all of the procedures for the implant, and all of the procedures for the bridge. The procedures will be added to the patient’s default case in the Treatment Planner. Right-click the default case and select Create Alternate Case.
How to unlink a case in a treatment plan?
To unlink cases, in the Treatment Plan Case Setup section of the Navigation panel, select one of the cases you want to unlink and click the Link Cases button, and select Unlink Selected Case from the menu.
What is Jesse Doyle's treatment plan?
Jesse Doyle has several procedures in his treatment plan including some composite restorations and treatment alternatives for a missing tooth. Dr. Smith wants to present Jesse with two treatment alternatives for the missing tooth: an implant and a bridge. The implant case should include an implant and an abutment on #29, and the bridge case should include retainer crowns on #28 and #30 and a pontic on #29. Jesse also needs two fillings, so both cases should include a DO composite on #3 and an ML composite on #5.
What does the star on Dentrix mean?
A star on the link symbol indicates the recommended case. Dentrix automatically assigns a recommended case, but you can change that as needed. The case you set as the recommended case should be the treatment alternative that you believe provides the best care for the patient’s dental condition.
How to change the recommended case in a patient chart?
To change the recommended case, right-click the desired case and click Set as Recommended Case. Only the treatment-planned procedures within the recommended case show in the Patient Chart, which means that when you are viewing a patient’s treatment procedures visually you will only see the options for the recommended case.