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 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.
Does Dentrix accept insurance plans?
You are entering insurance information in Dentrix for a new patient, and as you scroll through the list of insurance plan names one catches your eye and you think, “We haven’t accepted that insurance in forever .” No one really likes clutter, do they?
What is the patient report (by filters) option in Dentrix?
The Patient Report (by Filters) option in Dentrix makes it easy for you to create custom reports and find specific patient data. When you generate reports using this feature, you can specify which information you want to see on the report, so you don’t have to search through information you don’t need to find the information you want.
How do I run an outstanding treatment report in dentrix?
To run this report, in the Appointment Book, from the Options menu, click Treatment Manager. In the Treatment Manager View dialog box, select the report options you want. When finished, click OK. The treatment plan information you specified appears in the Dentrix Treatment Manager.
How do you pull unscheduled treatment in dentrix?
From the Appointment Book, select Treatment Manager from the Options menu....Find Patients with Unscheduled TreatmentSelect Patient should be set to so all patients are included on the list instead of a specific range of patients.Check All under Select Patient Prov1 so all providers are included on the list.More items...•
How do I print outstanding treatment plans in dentrix?
Find the report in the Dentrix Office Manager. Under the Reports module, select the Lists menu. Select the range of patients to print, or leave at
How do you pull up continuing care in dentrix?
To find patients that are overdue for continuing care:Open the Appointment Book.Click the Continuing Care Button to open the Continuing Care module.In the Continuing Care module, click Views. Select Overdue.
How do I print unscheduled treatment in dentrix ascend?
On the Power Reporting page, click (or tap) the Unscheduled Treatment icon. The report appears. The data from your database syncs with the reporting system automatically and displays the time of the last sync on the Data as of button.
How do I print unscheduled treatment plan in dentrix ascend?
0:332:41Unscheduled Treatment Plan Report - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd fill holes in your schedule to generate the report in the office manager from the reports menuMoreAnd fill holes in your schedule to generate the report in the office manager from the reports menu point to lists. And then click unscheduled treatment plans.
How do I print a dentrix appointment list?
The List Manager window appears. To exclude a patient, right-click the patient's name, and then from the shortcut menu, click Hide Patient. The patient's name is temporarily removed from the list (until you click Refresh on the toolbar). To print the list, click Preview/Print.
How do I use the treatment plan in dentrix ascend?
Do one of the following: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 find a patient in dentrix?
To search for a patient by phone number:From any patient-specific Dentrix module, open the Select Patient dialog box.Click the Advanced Search tab.Enter the phone number for the patient in the Phone field.Click the Search button.
How do I find broken appointments on dentrix?
You can use the Unscheduled List to manage your broken appointments and fill your schedule. To open the Unscheduled List, in the Appointment Book, select Appt Lists | Unscheduled List. From the Unscheduled List, double click the appointment to open the Appointment Information dialog.
How does dentrix continuing care work?
In Dentrix, you can set up continuing care types that tell you how often patients should be seen for certain procedures, such as prophys or X-rays. When you schedule appointments for the procedures attached to those continuing care types, Dentrix automatically adds those patients to the continuing care schedule.
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.
Can you view the patient's insurance coverage?
As you discuss financial considerations of a treatment plan, you may want to view the patient’s insurance coverage, but don’t want to switch to the Family File. You can view summary information of the patient’s coverage from the Treatment Planner.
What is a patient report in Dentrix?
The Patient Report (by Filters) option in Dentrix makes it easy for you to create custom reports and find specific patient data. When you generate reports using this feature, you can specify which information you want to see on the report, so you don’t have to search through information you don’t need to find the information you want.#N#You can use the Patient Report (by Filters) to find information you need that can’t be found in the regular Dentrix reports or to create one report that contains pieces of information that are given on several different reports.#N#To run the Patient Report (by Filters)
How to merge data in a patient report?
Click the Data Fields tab and check the data you want to include on the report. Click OK to close the Patient Report View. Click Create/ Merge. When you are prompted to choose a create/merge option, select Create Data File ONLY. Click OK to close the Create/Merge Options. Click View List.
Insurance Carrier List
One report to consider is the Insurance Carrier List. This list will provide you with options to view basic insurance plan information including maximum and deductibles, a list of subscribers, a list of all insured patients, or a combination of this information.
Letters and Custom Lists
If you prefer to generate a list for a range of insurance plans you could use the Patient Report (by Filters) in Letters and Custom Lists. By using this report, you could get a number of patients for a range of plans within an insurance carrier.
Utilization Report for Dental Insurance
The Utilization Report for Dental Insurance is a great report to evaluate your office fee compared to the fee an insurance plan is allowing you to charge. This may be a good report to generate if your practice is considering dropping an insurance plan.
Tracking Gratuities
How are you tracking your gratuities to your referring doctors? Do you have a manual spreadsheet that you use to track the amazing gift baskets and coffee mugs you give away? Did you know you can track gratuities in your Dentrix software using the Referred By Doctor/Other Report?
Learn More
To learn more about tracking referrals, see the “ Referral maintenance overview ” topic in the Dentrix Help.
How to purge insurance plans in Dentrix?
To purge an insurance plan: From the Office Manager, click Reports > Reference > Insurance Carrier List. Select the desired insurance group range. Uncheck Standard List, and check Include Subscribers. Click OK.
What happens if an insurance plan is not attached to a patient?
If an insurance plan is not attached to any patients, the # Subscribers section of the list will be zero. If there is a number in the # Subscribers section, the subscribers are listed. As needed, clear the insurance plan attached to patients: From the Family File, select a patient from the Insurance Carrier List.