In the Appointment Book, select File > Purge Appointments/Events. Enter a Cutoff Date. Appointments and events before this date will be purged from Dentrix. Click OK. A warning message appears asking you to confirm that you want to purge appointments. Click OK to continue with the purge.
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 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 enter a new insurance plan into Dentrix?
One of the first things you do when entering a new insurance plan into Dentrix is enter coverage table information. A coverage table can include a schedule of benefits declaring the maximum annual benefits for individuals as well as benefits for the entire family.
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 clean up my insurance in dentrix?
From the Office Manager, click Maintenance > Reference > Insurance Maintenance.Click the Purge button to open the Purge Dental Insurance Plans dialog box. ... Do one of the following: ... A warning message appears, asking you to confirm the deletion of the selected plan(s).More items...•
What does purged appointment mean?
- Appointment Book Appointment Book File Purge Appointments. - Indicate the preferred Cutoff Date. This will delete all appointments prior to the specified date.
How do I create a multiple treatment plan in dentrix?
To create an alternate treatment plan:In the Navigation Panel of the Treatment Planner, right-click the default case and select Create Alternate Case. ... Enter a name for the alternate case, and select the procedures that correspond to that case. ... Click OK to create the alternate case.
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.
What can cause purging?
What Causes Purging Disorder?Higher weight or body mass index (BMI)Fear of gaining weight.A focus on being thin.Unhappiness or frustration with their body.A history of dieting to lose weight.Feelings of losing control over their eating even if they don't eat too much.Less care from their mother while growing up.
How do you use dentrix treatment planner?
To order procedures by visit: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.Select the procedure(s) to be included in the same visit. ... Click the Create Visit button.More items...•
How do you chart existing dental restorations in dentrix?
9:4014:53Patient chart - YouTubeYouTubeStart of suggested clipEnd of suggested clipButton I call them our quick buttons. We select that button then we click on treatment. Now it showsMoreButton I call them our quick buttons. We select that button then we click on treatment. Now it shows in red that these two teeth need to have crowns.
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 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.
What is Dentrix coverage table?
A coverage table can include a schedule of benefits declaring the maximum annual benefits for individuals as well as benefits for the entire family.
Can Dentrix purge dental insurance?
As a safeguard, Dentrix only allows you to purge insurance plans that don’t have subscribers attached, and only after all claims for the plan have been received. Only those insurance plans that meet these criteria appear in the Purge Dental Insurance Plans dialog box.
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…