How do I Purge a patient from an insurance plan?
Double-click the Insurance block to open the Insurance Information dialog box. Click the Clear Primary (or Clear Secondary) button, and click OK. Repeat these steps for all patients attached to the insurance plan you want to purge. From the Office Manager, click Reports > Ledger > Insurance Aging Report.
How do I join or delete an insurance plan?
From the Office Manager, click Maintenance > Reference > Insurance Maintenance. Click Join Plans. Use the Plan-to-Plan option to join the plans. For the Source Insurance Plan, select the plan you want to delete. For the Destination Insurance Plan, select the plan you want to keep.
How do I delete unused insurance plans in Dentrix?
Deleting Unused Insurance Plans in Dentrix. 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 an outstanding insurance claim?
From the Office Manager, click Reports > Ledger > Insurance Aging Report. Search for outstanding insurance claims by entering a range of carriers (the one (s) you want to delete) from the Select Insurance Carrier group box, and click OK.
How do you clean dentrix?
To clean up duplicate employers:Find the duplicate employers in your database. Run the Employer List to find duplicate employers in your database. ... Decide which of the duplicate employers you want to keep. ... Join the duplicate employers together. ... Delete the duplicate employer.
How do I remove a completed treatment from dentrix?
The patient's Ledger page opens.Do one of the following: Open the Progress Notes tab of a patient's clinical record. ... Select a procedure. The Edit Procedure dialog box appears.Click (or tap) Delete. ... In the box provided, enter the reason why you are deleting the procedure. ... Click (or tap) Delete.
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...•
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 delete a procedure code in dentrix?
Deleting procedure codesIf you are not already viewing the correct location, select it on the Location menu.On the Settings menu, under Production, click (or tap) Procedure Codes & Conditions. ... On the Procedure Codes tab, select a procedure code. ... Click (or tap) Delete. ... Click (or tap) Delete.
How do I delete a ledger procedure in dentrix?
If you delete the payment plan, you can then delete the procedure.Use the Patient Search box to access a patient's record. ... On the Patient menu, under Financial, click (or tap) Ledger.The ledger page opens.Select a procedure.The Edit Procedure dialogue box appears.Click (or tap) Delete.
How do I change my insurance in dentrix?
To edit the insurance plan information, from the Office Manager, select Maintenance > Reference > Insurance Maintenance, and select the insurance plan to be edited.
Where is ASAP list dentrix?
In the Appointment Book, select Appt Lists | ASAP List. The Dentrix ASAP List appears.
How do you close the month in dentrix g6?
To close out the month in Dentrix:Perform a database backup. This is optional but recommended. ... In the Ledger, select Month End > Month End Update. ... Select additional options (if desired). ... Click OK to close the month.
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?
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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.
How to see insurance plan information in Office Manager?
You can use the Insurance Maintenance utility in the Office Manager to see information about each insurance plan in your database from one list. Click Maintenance > Reference > Insurance Maintenance to open the utility. Click Ins Data, Cov Table, or Pmt Table to get more information about each plan.
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.
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:
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.
Running the Insurance Aging Report
To run the Insurance Aging Report, in the Office Manager, from the Reports menu, point to Ledger, and then click Insurance Aging Report. The Insurance Claim Aging Report dialog box appears. Specify what you want included in the report, and then click OK. After you’ve run the report, use the information to follow up with your insurance carriers.
Learn More
To learn more about the Insurance Aging Report, see the “ Insurance Aging Report ” topic in the Dentrix Help.
Patient
Someone with a Patient status is an active patient in your practice and will be included in search results and reports.
Non-Patient
Someone with a Non-Patient status is not seen as a patient in your practice, but can be a guarantor or insurance subscriber for another patient. For example, the father of one of your patients who is not a patient himself would be entered in the family’s account as a non-patient guarantor.
Inactive
Patients are most often changed to an Inactive status when they have not been seen in more than a year and you have tried to contact them without results. Inactive patients are removed from continuing care lists and can be filtered out of reports.
Archived
The Archived status is best for patients who have notified you that they will no longer be seen as a patient in your practice, or patients who have died.
Learn More
If you found these ideas helpful, learn more about the Dentrix Profitability Coaching Program, where one of our highly skilled and experienced profitability coaches teaches you and your team these and many other great concepts, strategies and ideas. To find out more about Dentrix Profitability Coaching, CLICK HERE.
Using the Lab Case Manager
To use Lab Case Manager, you must first set up your labs. From the File menu in the Appointment Book, click Lab Case Manager. Before Dentrix will allow you to enter a lab, you must first create shade guides and shipping methods that will be attached to the labs.
Learn More
To learn more about Lab Case Manager, see the Lab Case Manager topics in the Dentrix Help.
1- Purging Appointments
2- Inactivating Patients
3- Cleaning Up Duplicate Insurance Plans
4- Purging Exported Files
5- Cleaning Up Duplicate Employers
6- Cleaning Up Continuing Care Types
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 O...
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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
Unaccepted Treatment
Learn More