Note: The insurance estimates in the Ledger and on Billing Statements only include procedures that you have billed to dental insurance. Dentrix allocates the entire procedure cost to the guarantor portion until you create a dental claim for the procedure. You can create pre-treatment estimates from the Ledger’s Treatment Plan view.
Full Answer
How does Dentrix calculate deductible amounts?
By subtracting the Paid Benefits and Pending Estimates amount from the Annual Plan Benefits, Dentrix calculates the Est. Benefits Remaining YTD amount. The Deductible Owed/Total shows the deductible amount (s) and then indicates whether the deductible has already been applied.
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 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 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.
What is the patient portion?
Payments Made - The total amount of any payments (insurance and patient) applied. Patient Portion - The estimated remaining patient portion. This column appears only in the patient view. Guarantor Portion - The estimated remaining guarantor portion.
How do I add insurance information to dentrix?
Adding insurance plansOn the Home menu, under Insurance, click (or tap) Carriers. ... Select an insurance carrier. ... Under Plans/Employers, click (or tap) Add Plan. ... Enter the plan or employer name, and set up the other options as needed. ... Click (or tap) Save.More items...•
How do I use dentrix treatment plan?
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...•
What does the dentrix Ledger do?
Ledger - Patient accounts are managed in the Ledger. Because Dentrix is a seamlessly integrated system, procedures completed in the Patient Chart are automatically posted in the Ledger. All financial transactions are recorded in the Ledger, including charges, payments, and adjustments.
How do I post insurance checks on dentrix?
When posting a payment to an insurance claim, always select the Itemize by Procedure option to enter the amount the insurance pays for each procedure, rather than the Total Payment Only option. This ensures that the payment is posted to the correct provider of the procedure.
How do I add tertiary insurance to dentrix?
There is not a way to create a Tertiary Insurance in DENTRIX....When payment arrives for the Tertiary Dental Insurance Claim, you can either:Enter it as payment to the 'Secondary Dental Insurance Claim' (which is actually the Tertiary Claim) on the ledger.Enter it as an other 'Additional Payment' to the Primary Claim.More items...
How do you read a dentrix ledger?
0:243:03Dentrix G6 Ledger Improvements - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo that when you close and reopen the ledger it will return to the view as you left it at the bottomMoreSo that when you close and reopen the ledger it will return to the view as you left it at the bottom of the right-click menu is an option to reset columns returning them to the default. Display.
How do I update my 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...•
How do I post a treatment in dentrix?
Procedure - The procedure performed or product sold. Click (or tap) in the box, begin typing the code or description of a procedure, continue typing as needed to narrow the results list, and then select the procedure to post.
What does the asterisk mean in dentrix ledger?
Code - Procedure code or transaction code (ADA procedure codes appear for procedures, financial codes such as Pay, Ins, Adj, etc. appear for transactions) * (Transactions Flags) - An asterisk (*) in this column indicates that the transaction has been moved into history.
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 the music note mean in dentrix?
A blue musical note indicates that the appointment has a note. A red plus sign indicates that the patient has a medical alert. Note: You can hover your mouse over the appointment to get more details or click on the icons to open a window with more information.
What does Dentrix do when the amount of insurance is less than the estimated amount?
If the amount of benefits remaining is less than the estimated insurance portion, Dentrix will override its calculation and assign the benefits’ remaining amount as the insurance portion .
How does Dentrix work?
Dentrix uses the Fee Schedule, Coverage Table, and Payment Table to determine the insurance estimate amount. The following flowchart can help to determine which amount the patient should pay. Remember that Dentrix is keeping track of how much of the maximum benefit the patient/family has used during the year.
What is a fee schedule?
The Fee Schedule is the basis of the insurance estimate calculation. Patients can be assigned a fee schedule in one of three ways: By default, the patient is assigned their primary provider’s UCR fee schedule. You can manually assign a fee schedule to a patient in the Family File Patient Information.
Can you manually assign a fee schedule to a patient?
You can manually assign a fee schedule to a patient in the Family File Patient Information. Note: You should use the patient fee schedule option if the patient is assigned a special fee schedule for any reason other than insurance (for example, the patient is an employee or family member).
Using Dental Plan Maximums and Deductibles on Treatment Case Printouts
- When printing a treatment case from the Dentrix Treatment Planner, always be sure to use insurance maximums and deductibles. By selecting this option, Dentrix will calculate the deductible into the procedures it applies to. It will also calculate how much of the benefit maximum will be used towards the treatment-planned procedures and if the entire...
Entering Exceptions For Insurance Plans
- In Dentrix G7.4, the Dental Insurance Benefits and Coverage window was updated and improved to allow you to enter more detailed information. You can still enter the plan maximums, deductibles, and coverage table, as you could in previous versions of Dentrix, but now you can also enter exceptions. Exceptions would include plan details like frequency limitations, age limit…
Updating The Payment Table
- Also, in the Dental Insurance Benefits and Coverage window, you can access the Payment Table. The Payment Table is an ideal place to enter the exact dollar amount paid for a procedure code. You can use the Payment Table so that Dentrix calculates things like downgrades and out-of-network fee differences. You can update the Payment Table from the Dental Insurance Benefits …
Sending Pre-Authorizations with Attachments
- If you are presenting a large treatment plan to a patient or a treatment plan for which you’re unsure how much the patient’s insurance plan will pay, it’s a good idea to send a pre-authorization to the insurance company. You can send a pre-authorization from the patient’s Ledger, and since you can include attachments like X-rays and other clinical attachments electronically, you shoul…
Learn More
- For additional information, read the following : 1. Improve Insurance Payment Estimates with Coverage Tables and Payment Tables 2. Dentrix Tools that Help You Make Accurate Insurance Estimates By Charlotte Skaggs Certified Dentrix Trainer and The Dentrix Office Manager columnist Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice managem…