From the Office Manager, click Maintenance > Reference > Insurance Maintenance. Click the Purge button to open the Purge Dental Insurance Plans dialog box. Note: Insurance plans do not appear in the Purge Dental Insurance Plans dialog box if there are patients attached to the plan or if there are outstanding claims attached to the plan.
How do I purge dental insurance plans?
Click the Purge button to open the Purge Dental Insurance Plans dialog box. Note: Insurance plans do not appear in the Purge Dental Insurance Plans dialog box if there are patients attached to the plan or if there are outstanding claims attached to the plan.
How do I delete or purge an insurance plan in Dentrix?
It’s worth noting that Dentrix uses the word “purge” as an equivalent to “delete” with regards to removing an insurance plan. To purge an insurance plan: Run the Insurance Carrier List to see a list of patients attached to each insurance plan: From the Office Manager, click Reports > Reference > Insurance Carrier List.
How does the Dentrix treatment planner work?
The Dentrix Treatment Planner allows you to view several options that make presenting treatment cases easier and more effective. These options give your patients additional information about their treatment plans and may help patients decide to accept the treatment cases.
How often should I purge data from my Dentrix database?
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.
How do I purge appointments in dentrix?
To purge appointments:Open the Purge Appointments utility. From the Appointment Book, click File > Purge Appointments.Determine the cutoff date you want to use to purge appointments. ... Repeat the process for unscheduled appointments.
How do I update a treatment plan in dentrix?
To update treatment plan fees:In the Treatment Planner, click the Update Treatment Plan Fees button. ... In the Procedure Information tab, expand the Update Treatment Plan Fees For drop-down and select Current Patient or All Patients.More items...•
What does purged appointment mean?
When you purge old appointments and events, searching for patient appointments takes less time, because you will have cleared out old data you don't need anymore. To purge appointments and events: In the Appointment Book, select File > Purge Appointments/Events.
How do you enter a treatment plan in dentrix?
Assign Treatment Plan Procedures to VisitsIn 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.Select the procedure(s) to be included in the same visit. ... Click the Create Visit button.More items...•
How do I send pre D in dentrix?
1st: Create and Send the Pre-Authorization To do this, from the Ledger, click Options > Treatment Plan. This will open the Treatment Plan View of the Ledger. If the patient has treatment-planned procedures on this page, you can simply select the line items and click on the insurance icon to batch the pre-authorization.
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...
What does purging classes mean?
These are dates determined by DSCC administration when all unpaid classes will be dropped. The reason for purges is to make class seats available to others. To reserve your seat, you must make payment arrangements on or before the payment due date or at the time you register if you register after the payment due date.
How do you make a patient inactive on dentrix?
On the Office Manager menu bar, click Letters & Custom Lists and then click Inactive Patient to display the Inactive Patient Letters & Custom Lists dialog box. Under Select Letter or Custom List, make sure Inactive — All is selected.
What does purge financial aid mean?
Deferment of student payments past published deadlines while waiting for approved financial aid awards is defined as a “purge protection.” Purge protect directly impacts revenue, admissions, use of personnel resources, and compliance with BOR policies and procedures.
How do I email a dentrix treatment plan?
Currently, emailing directly from the Treatment Planner is not a feature within DENTRIX....For versions 11.0 and prior:Open Ledger Options Treatment Planner.Go to File Copy to Clipboard.Open Excel and paste it in there.You can edit it, if desired, and then save the file and email as an attachment.
How do I reject a treatment plan in dentrix?
To delete procedures from a treatment plan case:Expand the treatment plan case by clicking the + symbol to see the list of procedures associated with that case.Select the procedure(s) to delete from the list, right-click and select the Delete Procedure(s) option.Click OK on the confirmation message that appears.
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.
How to clean up continuing care?
To clean up continuing care types: Determine which continuing care types you want to track. From the Office Manager, click Maintenance > Practice Setup > Continuing Care > Continuing Care Setup. Evaluate each of the continuing care types listed there and determine whether you want to track them.
How to clean up duplicate employers?
To clean up duplicate employers: F ind the duplicate employers in your database. Run the Employer List to find duplicate employers in your database. From the Office Manager, click Reports > Reference > Employer List. Use the Employer List to find duplicate employers.
Can you purge appointments in Dentrix?
After your practice has been using Dentrix for several years, you can accumulate a large amount of data stored in the Appointment Book. You can purge the Appointment Book of data from several years ago to decrease the amount of data being stored in the Appointment Book and speed up your system. To purge appointments:
Can you have multiple continuing care types?
You can set up multiple continuing care types for which you control the name, the interval, the provider, and the time required. And you can customize these types on a per-patient basis, which means you only need to set up one continuing care type for each kind of continuing care you want to track.
Does Dentrix keep a log file?
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 dramatically increase the size of your database.
Duplicate Treatment-Planned Procedures
Duplicate treatment planned procedures can occur if your patient had been offered treatment options and someone didn’t know how to link the cases together. Duplicate treatment can also be added accidentally. However these duplicate procedures get there, they need to be cleaned out. The way to handle duplicate treatment is to delete it from Dentrix.
Treatment for Inactive Patients
When a patient has left the practice and you are inactivating his or her account, it is important to reject that patient’s treatment-planned procedures in the Treatment Planner. Do not delete them! Your patient has elected to seek treatment at another office, and it is extremely important to preserve the history in your patient’s Chart.
Unaccepted Treatment
Another situation you will find is the long-term patient who has been coming into your office for many years and has optional or low priority treatment still sitting in his or her active treatment plan list even though you have presented the treatment to them multiple times.
What is Dentrix treatment planner?
The Dentrix Treatment Planner allows you to view several options that make presenting treatment cases easier and more effective. These options give your patients additional information about their treatment plans and may help patients decide to accept the treatment cases. These options include dental insurance notes, insurance benefits, ...
How to prevent treatment planner from calculating insurance?
To prevent the Treatment Planner from calculating an insurance estimate that is more than the patient’s annual maximum, from the Treatment Planner menu bar, select Insurance and then click Use Dental Plan Maximums and Deductibles.
1- Purging Appointments
2- Inactivating Patients
- Every office differs in their definition of what constitutes an inactive patient, but as a general rule if a patient hasn’t been to your practice in several years and hasn’t responded to your efforts to get them to come back, you should set that patient’s status to Inactive in the Family File. Setting patients as Inactive prevents them from appearing in the Continuing Care Module, Treatment M…
3- Cleaning Up Duplicate Insurance Plans
- When two different people enter information for the same insurance plan, or when someone doesn’t verify whether a plan exists before entering it in the database, you wind up with duplicate insurance plans in Dentrix. When duplicate plans exist in Dentrix, neither is being properly updated with payment table and coverage table data, so the plans will have inconsistent estimate inform…
4- Purging Exported Files
- 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 dramatically increase the size of your database. But more importantly, these exported files often include patient information and …
5- Cleaning Up Duplicate Employers
- It’s easy to end up with duplicate employers in Dentrix. Often, two different people enter an employer for the same new patient or someone doesn’t verify whether an employer is already in Dentrix before entering it in the database. Having duplicate employers in your database increases the size of your database unnecessarily and can lead to other problems, like duplicate insuranc…
6- Cleaning Up Continuing Care Types
- In Dentrix you can set up a completely customized continuing care system that fits the needs of your practice. You can set up multiple continuing care types for which you control the name, the interval, the provider, and the time required. And you can customize these types on a per-patient basis, which means you only need to set up one continuing care type for each kind of continuin…
7- Cleaning Up Providers
- Do you have old providers listed in your database? This can be frustrating when you are trying to schedule an appointment and must choose from a long list of providers who aren’t in your practice any more. 1. When inactivating a provider, all other computers should be logged out of Dentrix, and you should have a current backup in place. 2. In the Office Manager, click on Mainte…
Learn More
- To learn more about purging appointments, see the “Purging Appointments” topic in the Dentrix Help. To learn more about inactivating patients, see the “Adding New Family Accounts” topic in the Dentrix Help. To learn more about cleaning up duplicate insurance plans, see the “Deleting Duplicate Insurance Carriers” topic in the Dentrix Help. To learn more about purging exported file…
Duplicate Treatment-Planned Procedures
- Duplicate treatment planned procedures can occur if your patient had been offered treatment options and someone didn’t know how to link the cases together. Duplicate treatment can also be added accidentally. However these duplicate procedures get there, they need to be cleaned out. The way to handle duplicate treatment is to delete it from Dentrix....
Treatment For Inactive Patients
- When a patient has left the practice and you are inactivating his or her account, it is important to reject that patient’s treatment-planned procedures in the Treatment Planner. Do not delete them! Your patient has elected to seek treatment at another office, and it is extremely important to preserve the history in your patient’s Chart. The treatment history is just as important as the Led…
Unaccepted Treatment
- Another situation you will find is the long-term patient who has been coming into your office for many years and has optional or low priority treatment still sitting in his or her active treatment plan list even though you have presented the treatment to them multiple times. You know these patients—they are the ones who consistently turn down nightguards, incisical fillings, erosion ar…
Learn More
- For more ideas about case presentation, read “Tips for Presenting Treatment Plans to Patients” and “Improving Case Acceptance in Your Dental Practice.” To learn more about the Treatment Manager report, see the “Treatment Manager overview” topic in the Dentrix Help. To learn more about rejecting cases in the Treatment Planner, see the “Updating case status” topic in Dentrix H…