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Every patient has unique situations so let's chart them correctly



  • Diastema – The default condition in Dentrix for Diastema is Open Contact. So if you look in your list of Conditions and find open contact, that is the best one to use. If you want to edit the description, you can go to the Office Manager > Maintenance > Practice Setup > Procedure Code Setup > select the Conditions category, select the Open Contact and click on Edit. Then you can edit the description to say Diastema if you want.
  • Missing tooth, closed space – If you have a patient who had a four-bi extraction as a kid and the orthodontist closed the space, you can use the Drifting Mesial condition to show that the space has been closed. This could also be used if a patient lost a tooth and the teeth have moved into the open spot.
  • Unerupted tooth – If your patient has a 3rdmolar or another tooth that has not fully erupted yet, you can use the condition Unerupted tooth. I have seen offices either use the U on the tooth to mark it or circle the tooth. You can choose what works best for you. If you want to change how it paints on the tooth chart, go to the Office Manager > Maintenance > Practice Setup > Procedure Code Setup > select the Conditions category, select the Unerupted and click on Edit. Then there is a drop-down menu for Paint Type.


If you have a patient with a retained primary tooth, then you would highlight the tooth and click on the Primary/Permanent icon on the tool bar and click on Change Selected to just change that one tooth. Other options here would be changing all the teeth to primary or all to permanent.


I think having an accurate picture of your patient’s dentition helps with the visual aspect and makes the perio chart more accurate. Now that many offices are using the digital record instead of paper, it is important that you treat the digital chart with as much detail as the paper chart.

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Avoid the awkward moment of not having the lab case

Joe walks in for his scheduled appointment to deliver his nightguard and your dental assistant escorts Joe to the treatment room, puts his bib on and lets him know she would be right back to deliver his nightguard. Ashley goes back to the lab area to locate Joe’s nightguard only to find that his nightguard is not at the office. She frantically calls the lab to find out where Joe’s nightguard is and the response is, “We can have it to you by tomorrow.” Well, that’s not good enough. You need it today. How did this happen? Where was the breakdown in communication?

This common situation can be avoided with a couple tweaks in your system. Your Dentrix software can help you track both the patient appointment and the lab case.

Any time the patient has an impression for something, there will need to be a delivery or seat appointment scheduled. Either the patient will be scheduled or the patient will wait for your call to schedule when the case comes in. When you create the appointment, make sure to include all the details of the appointment and attach the lab case to the appointment. For all the details of how to use the Lab Case Manager, refer back to my blog called “What is the Status of the Lab Case?”

If the patient is scheduling, you are good to go and you will see an icon with a blue L with a white background on the appointment so you can easily see if the case is in the office or still out. When the lab case is set as received, the icon will turn into a white L with a green background.

Now, if the patient is not scheduling, then I would recommend doing all the above steps … except put the appointment on the Wait/Will Call list so you have a way of tracking the appointment. This will hold the appointment on the Unscheduled List so you have a way of keeping track of it. For more information on the Unscheduled List, please click here.


Good tracking systems will ensure that your patients don’t walk in for an appointment when your team is not prepared and will avoid those awkward moments when you have to let Joe know that he will have to reschedule to another day. 

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Progress Notes vs. Clinical Notes

As you start to use the patient chart more and more, it is important to understand the difference between the Progress Notes tab and the Clinical Notes tab at the bottom of the patient chart module. The reason I feel it is important is because they show different things and sometimes offices get confused with the language. I also want to show you how these two modules work together and how you can make your chart review each day a lot easier.

  • Progress Notes: Progress Notes keeps track of procedure codes and the status of those procedure codes. You will also notice there are columns of information with symbols and things that I will explain. These symbols will help you visually to know if there is more information about that procedure code.
    • The Date, Tooth, Surface, Description and Provider columns are all pretty self-explanatory so I will not go into a lot of detail about these.
    • “N” column = If you see a musical note here, it means there is a note on the procedure code. I love this note box for the diagnosis and the reason why you are treatment planning that procedure. For information about this note box, CLICK HERE.
    •  “R” column = If you see a > in this box, it means this procedure has been referred out to a specialist. So it would be very common to see a musical note for the reason why along with a > for the referral. For more information about referring out treatment, CLICK HERE.
    • “D” column = If you see a D show up in this box, it means that someone has added a diagnostic code to this procedure code. Now this field is not being used very much yet because the dental industry has not yet adopted a universal diagnostic coding system and the insurance companies are not yet requiring it.
    •  “M” column = If you see a triangle in this field, it means that this procedure code has been flagged for medical cross-coding. If you see a solid triangle, it means that this code has been billed to medical. For more about medical billing, you can CLICK HERE.
    • Status = There are four statuses you will see here; EO = existing other, E = existing, TP = treatment plan and C = completed. Any procedure code that has a C in this column will match the ledger.
    • Amount = The amount you are charging the patient for the procedure.
  • Clinical Notes: The clinical notes tab is what happened today. This is where you will write up the materials used, anesthetic, next visit and anything else that happened during the appointment or anything that was discussed during the clinical portion of the visit. The clinical notes can be written using templates and signed with an electronic signature device. To read more about clinical note templates, please CLICK HERE.

One feature I think is really cool is that you can merge the Progress Notes with the Clinical Notes for an easy patient chart review. If you want to read more details on how to do this, please read my blog titled “Read your clinical notes like you used to” by CLICKING HERE.


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Don't get caught with FOMO

I remember when I attended my very first Business of Dentistry conference in 2006.  It was the first year I was a certified Dentrix trainer and I was super excited because my doctor agreed to tag along with me because it happened to be held at his favorite ski resort (so he could bail out if he got bored).  I remember Dr. Gordon Christensen was the keynote speaker that year and my doctor was so impressed with the entire event he never made it to the slopes (at least during class time).

Since 2006 I have never missed a Business of Dentistry Conference  (I would have serious FOMO) and this year will be no different.  This year I am teaching six courses over two days and I am super excited to be such a big part of this amazing event.


CLICK HERE to learn more
Use my promo code when you register
BDC2017JOHNSON

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3 Ways for Effective Intra-Office Communications

may have a team of 5 or a team or 25, but you all have one thing in common … Post-it notes and messages everywhere. Almost every front office I walk into has colored Post-it notes all over the desk and almost every doctor has piles of charts on his or her desk. I hope you all have stock in the 3M company for all the colored sticky notes you use. Let’s figure out a way to clean this all up.

Let’s look three effective options for improving your Intra-Office Communications. This relates to how you all communicate with each other inside of your practice. Since you all live in your practice management software all day, I want you to create an Intra-Office Communication system within your Dentrix software because this will help you be as efficient and productive as possible.

  1. My favorite option is to use the Office Journal for communicating with your team. Did you know that not only every patient has an Office Journal but every team member as well? You can create your own TO-DO list or put a task on someone else’s TO-DO list. What if your doctor needs to write you a narrative or phone in a new RX for a patient? What if you need to remember to call a patient back in April or send in your doctor’s license renewal by June 1st. Putting a Reminder on the Office Journal will solve all of this.
    1. If it is regarding a patient, open the patient’s Office Journal and add a new entry. Add it as a Reminder, give it a due date, put in the provider ID that you are assigning this message to, enter a description and a note. Click OK. Now this message will show up on the patient’s Office Journal and the team member you assigned to.
    2. Now, if it is a message you just want to send to one of your team members, go to the Office Manager and open the Office Journal. Now it will ask you for a provider ID and you can select the team member you want to send a message to. Put it as a Reminder, enter a date, description and your message. Click OK.
    3. The Office Journal can be set up to open automatically when you log in your workstation in the morning. Go to the Office Manager > Maintenance> Practice Setup > Preferences > and then check mark Automatically Launch Office Journal. I would recommend filtering your Office Journal so it will load faster. To do this, click on View at the top of the Office Journal and click on Filters, then select Reminders and give it a beginning balance date and click on Save as Default.
  2. You can use the Appointment Note as a TO-DO list for the entire office. This note is located in the upper left corner of the Appointment Book and it is just a blank piece of paper you can make notes on. Think of it as a big sticky note.
  3. The third option for Intra-Office Communications is to use the Dentrix integrated IM system, Dentalink. You can set up Dentalink and send messages back and forth from workstations to alert team members of things happening. If the hygienist is running behind, he or she can send an IM up to the front alerting them. Or maybe the front office wants to send a message to the doctor’s office workstation. These IM messages show up as a “bubble” in the lower right of the workstation and are good for today only.  


Save on Post-it notes, clean up your desk and communicate better with your team with these three options for Intra-Office Communications. 

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Time is one of our most precious assets



During this week’s Chicago Midwinter meeting, Dentrix launched the exclusive distribution of Simplifeye. I was in Chicago for the meeting, and I had the opportunity to see it firsthand and talk with the founders, Zach and Ryan Hungate.


This new software technology will streamline the doctor’s daily workflow, instantly notify the clinical team when their patient has arrived and give you more time in your day. The Simplifeye dashboard will also give your front office team the visual notifications when patients are late, the clinical team is running late and when the patient is ready to be checked out.

  • The dashboard will keep a running clock from the time the patient walks in the door to the time he or she walks out. This will give your team data on how often you are running late with patients. 
  • When the patient is assigned to the doctor for treatment the timer can give you precise statistics so you will know exactly how long certain procedures take and you can adjust in your default time units, which could increase your production per hour.
  • With the iWatch integration, the doctor will receive information about the patients currently waiting. The iWatch will send info such as medical alerts, today’s visit and last visit. 
The Simplifeye dashboard will be available as part of your Dentrix customer service plan and the iWatch integration is available for a small monthly fee.  For more information, CLICK HERE and start saving time.

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Keeping track of your patients medical alerts can be a little tricky

Keeping track of your patient’s medical alerts can be a tricky thing. There is a big difference between legal documentation and just keeping your team informed about current issues. In your Dentrix software, there are many places you can keep tabs on the specifics … but there are also many differences in how, where and why you would use all these different places. Let me break it down for you so you can make informed decisions on what is best for your practice.
  • Medical Alerts – This is the + icon that turns from white to red when you enter something in this list. You can have up to 64 things in this list and the list can be edited from the Definitions. In Dentrix G5.2, I think Dentrix added a note box so you could add more details about allergies and other generic medical conditions like cancer. Use this section as a visual aide for your team to see at a glance if there are any medical alerts you should be worried about. However, do not use it as a legal health history update. The Medical Alerts cannot be date stamped or signed for security.
  • Patient Alerts – Many offices will use the “pop-ups” as a way to keep the team informed about the patients’ medical conditions, allergies and medications. Just like the Medical Alerts (red plus), the Patient Alerts cannot be date stamped or signed for security purposes. The alerts could easily be deleted by a team member accidently so this is a good place for visual reminders but not a good place for secure, legal documentation.
  • Patient Notes– The reason I am putting this in here is not that I am recommending it. It is that I see many offices using this note as a place for medical conditions and I want you to know it is also not one of my recommended places for secure medical information. The Patient Note is also a good visual because it will print on the Route Slip. However, just like the previous two places above, it is not a secure, legal place for health history documentation.

It’s good to have these quick visual icons and pop-ups to make sure your team is prepared to take care of your patients before they sit them down in the treatment room. However, these quick visual icons are not enough for complete medical documentation. In this world of risk management, it is important to protect your documentation as much as possible.

In addition to these visual icons and pop-ups, there are three places you will want to consider for your secure, legal documentation for health history and medical conditions. Check out the following blog articles that address these locations in your Dentrix software and how to best integrate it into your practice.




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Top 10 Blogs of the Year

What an amazing year it has been. The Dentrix Office Manager blog continues to grow and this year we topped over 17k page views each month . . . . thank you so much! Thank you for sharing your favorite posts with your friends and colleagues.

Enjoy the top 10!

  1. Checking insurance benefits will suck the life out of you unless you change your system  Dental insurance benefits are the thorn in our side every day. Checking benefits, eligibility and maximums for our patients is a great benefit … and it also sucks the life out of us to the point where we don’t have time for other things during the day. There needs to be a balance between it being a customer service task and a hand-holding task. The insurance benefits belong to the patient. They do not belong to the practice and we need to put the verbal skills in place to help our patients understand this . . . 
  2. Give your scanner a break . . . two ways to eliminate scanning  Does your front office have a basket over flowing with papers with a sign on it that reads “TO BE SCANNED?” No one in the office wants to touch it because it is one of those tedious tasks that no one wants to do … so it just grows and grows. I know how you feel and many practices I work with say that scanning is one of the biggest pain points they deal with every day . . .
  3. Health History Update . . . it's about being prepared for anything  If your patient had a medical emergency and your team had to call 911, how long would it take you to pull up his or her most current medical history? Is the list of current medications and allergies buried among all your clinical notes or does your most recently scanned health history form have the words “no changes” all over it, forcing you to continue searching back to the next scanned document … only to find the words “no changes” all over this one as well. It’s not just about being prepared for an emergency … it’s about being prepared for anything . . .
  4. Protect yourself from an insurance audit with proper documentation  Have any of you been noticing your X-rays being denied more frequently than usual or have you been subject to an insurance audit on excessive X-rays? It is happening and if you have not seen it yet, you will soon. I want you to be as prepared as possible when the insurance companies come knocking on your door . . .
  5. Must Reads for Doctor, Assistant, Hygienist and Admin team  . . . So I thought for the holiday weekend I would put together a priority list for the doctor, hygienist, dental assistant and admin team.  Here are the top three posts in each category . . . 
  6. Three tips for an accurate list of patients with unused insurance benefits  We have all heard the phrase “Garbage in, Garbage out.” This phrase comes into play especially when you and your team are trying to generate a list of patients who have unscheduled treatment and unused insurance benefits. Since this is typically the time of year when you want to start reminding patients to use or lose their unused insurance benefits, you want to make sure that this amount used is not a bunch of garbage . . . 
  7. It's the little things . . .  It’s the little things that matter.  I hear that statement all the time being out in the dental industry working with dental practices from all over the country. I love it when I show clients something and their eyes light up because they now know something that is so simple but makes such a huge impact on their day . . .
  8. Hygienists . . . you are one of the primary educators in the practice  We all know that research shows the systemic links between oral health and the rest of the body, especially the relationship between periodontal disease, cardiovascular disease, diabetes and respiratory disease. As oral health providers, it is our responsibility to educate our patients about the significance of periodontal disease and how it will affect the rest of their body . . . 
  9. Accurate Family Balance or Accurate Patient Balance . . . you choose  In my last post, I talked about the fact that I love how many things in Dentrix can be customized to fit the needs of the practice, from the toolbars to colors on the patient chart. In addition to visual customizations, you can also change the way payments are handled in the ledger as they are applied to the providers and specific patients. You would think that every office would want to handle payments and track collections the same, but this is not the case . . . 
  10. How to generate an Unscheduled Treatment Report for patients who have already said "Yes" to treatment.  Back in February, I wrote an article on using visual tools to help communicate the status of the treatment plan with your entire team. If you want to re-read it, CLICK HERE. If you have implemented some of these visual aids, did you know that you can filter one of the Treatment Plan reports to give you a narrower search?



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Personal goals = personal growth = practice success

Did one of my recent articles get you thinking about planning for the end of the year? I talked about how you can make adjustments in your appointment book to make room for those last-minute new patients who are trying to get in before the end of the year so you can make your new patient goal number. I also discussed how you can forecast your appointment book production numbers to see if you are coming up short for your production goals. If you would like to re-read this article, CLICK HERE to be redirected.

These practice goals are not only important, but they are critical to the health of the office overhead and the stress level of the team. But what about you? What are your personal goals? When I was working in a practice, I got my hands on as much CE as I could handle. Do you know what goal I think you could set and accomplish by the end of the year? You could become a Dentrix Master and receive a certificate to prove it. This could be your personal end of the year goal.

Clinical CE is great and, for some of you in the dental practice, it is a requirement in order for you to maintain your license. Your entire day revolves around your practice management software and most offices have zero training or continuing education for the software you use every day. You all must maintain a certain level of knowledge of Dentrix in order to function on a daily basis. I am asking you to up your game and not just function, but excel. Become a Dentrix Master.

It’s easy to start and extremely rewarding to finish. The Dentrix Mastery Tracks were launched to help you learn more about your software, things you might not know exist and things you want to learn more about. This is your chance to set a personal goal and help your office at the same time.  I believe in you.


Your first test is free! 

To get started CLICK HERE and Create New User. Then enter code FreeTestDOM




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Must Reads for Doctor, Assistant, Hygienist and Admin team

members attend your Dentrix demo?”  I remember when I demoed Dentrix back in 2003 I was the only participant in the process and my doctor just wrote the check. 

It was important for me to know who attends the sales call because each team member is going to have a different set of priorities. Just like all of you who read this blog, you all have a different set of priorities.  So I thought for the holiday weekend I would put together a priority list for the doctor, hygienist, dental assistant and admin team.  Here are the top three posts in each category.

Doctor’s must reads . . .
  1. Super Efficient with Templates - For all the Dentrix users, I want to give you some help when it comes to building templates, which can be a huge time-saver in your office. Here are some of my favorite template tips.
  2. How to Read Your Clinical Notes - With more offices every day transitioning from paper charts to electronic charting, we need to find the most efficient ways to not only document in the clinical record and view the information without having to click all over the place.
  3. Top Five Reports Every Doctor Should ReadI received an e-mail from a doctor the other day who had a situation that needed attention. Her clinical team had started posting procedures in the patient chart and had accidentally posted a root canal as “complete” rather than “existing.”

Dental Assistant must reads . . .
  1. What is the Status of the Lab Case?  Do any of these lab-related scenarios ever happen in your office?
  2. How to Chart a Supernumerary Tooth - Our patients walk in with some unusual situations, but one of the more common situations I see is an extra tooth or Supernumerary Tooth. 
  3. Health History Update, being prepared for anything - If your patient had a medical emergency and your team had to call 911, how long would it take you to pull up his or her most current medical history? 


Dental Hygienists must reads . . .
  1. Oops, the wrong tooth was removed from the chart - Have you had a patient in your chair for his or her 6-month checkup and, while you are perio charting, you notice that the wrong tooth is missing. 
  2. Hygienists, you are one of the primary educators in the practice - We all know that research shows the systemic links between oral health and the rest of the body, especially the relationship between periodontal disease, cardiovascular disease, diabetes and respiratory disease.
  3. Where do I Make Notes - Do you ever find yourself searching endlessly for the patient’s most recent list of medications? What if the doctor wants to know if the patient has any allergies before the anesthetic is administered?


Admin team must reads . . .
  1. Can you write me an excuse note for school?
  2. Get Creative with your ASAP List - I was working with an office recently and they have a program specifically for patients who do not pre-appoint. These patients are mostly retired and have very flexible schedules. 
  3. Are you a Stickler for Accurate Numbers - How often does a patient call and ask, “What is my balance?” If it is a single patient ledger, the answer is relatively simple. But what if a mother of five calls and asks for each of her kid’s balances? 



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How to generate an Unscheduled Treatment Report for patients who have already said "Yes" to treatment.

Back in February, I wrote an article on using visual tools to help communicate the status of the treatment plan with your entire team. If you want to re-read it, CLICK HERE. If you have implemented some of these visual aids, did you know that you can filter one of the Treatment Plan reports to give you a narrower search?

Open the Treatment Planner or the Treatment Plan Panel in the chart and click on Print. For most of you, this is how you would print a treatment plan estimate for the patient … but have you ever printed the Practice Treatment Case Report? Even though I am all about going paperless, this report gives you some great search tools to find patients who have unscheduled treatment and have been marked with a particular status.

Going back to my February article, if you have marked the case with a particular status, then you can search for it. For example, let’s say you have marked a case as Accepted or High Priority, then it is now searchable. Click on the Print > Practice Case Status Report and select your filters. See the image below to follow along.
  • Fig 1 shows how you can choose a Case Status. You can select all the cases you have marked as accepted and get a call list from this selection. If you have been reading my blog for a while, you know how much I love the Treatment Manager. However, it does not have this filter (which I think is a great tool).
  • Fig 2 shows how you can select a Case Severity. If you are marking your cases as Immediate, Eventual or Optional, then you can filter your report by one of these choices.



Using these visual tools can help you and your team communicate better and give your admin team the options necessary to generate a really good call list when they are following up with patients and trying to fill openings in the schedule.

These are just a couple of examples of how you can use the status and severity tools. You can discuss with your team how they would best serve your practice.



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Health History Update . . . it's about being prepared for anything

If your patient had a medical emergency and your team had to call 911, how long would it take you to pull up his or her most current medical history? Is the list of current medications and allergies buried among all your clinical notes or does your most recently scanned health history form have the words “no changes” all over it, forcing you to continue searching back to the next scanned document … only to find the words “no changes” all over this one as well. It’s not just about being prepared for an emergency … it’s about being prepared for anything.

During the time I was working in my practice full time, my doctor performed complicated surgical procedures and placed dental implants on a regular basis. We had a patient whose dental implant did not integrate and she had several complications during the healing time and, in the end, we ended up removing the implant because it was just not in the cards for her. She decided that it had been the doctor’s fault that her implant failed and I remember working with our malpractice insurance company trying to piece together all her documentation into a timeline beginning with her first visit.

In my opinion, the health history should have at minimum six pieces of critical information. If you are a more detailed clinician, there are other pieces you can add as well. Here are my top six pieces and a few alternates . . .

  1. Current medical conditions, recent surgeries and hospital visits. This should never say “no changes.” You should always have a list of what is current at this point in time. If they are diabetic last visit, they are more than likely diabetic now. List it. Don’t write “no changes.”
  2. Current prescription medications, over the counter medications and herbal supplements. If their medication list didn’t change from last time, never write “no changes.” You should have a date stamp with their current medication list every time.
  3. Current allergies, including reactions to local anesthetics. Again, if they are allergic to latex, then your health history update today should list Latex Allergy not “no changes.”
  4. Today’s BP and pulse. I had a doctor recently say to me, “I am not their medical doctor and my patients say they will leave my practice if I force them to take blood pressure.” Okay there are two parts to this comment. First, you are their oral health physician so start acting like it. Second, if your patient is going to leave you because you care, let him or her go.
  5. Emergency contact name, relationship and mobile number
  6. Physician name and contact info
  7. Tobacco use
  8. Pregnancy (this could go in #1 even though it is a temporary condition)

I love using the Questionnaire module in Dentrix because it is efficient for your clinical team. There is no scanning and you can use an iPad or tablet if you do not have a monitor in the treatment room that the patient can see. The Dentrix Questionnaire module will turn any paper form into an electronic form and the way it auto-fills information from previous appointments makes it about a 30-second task for the clinician. These electronic forms can be digitally signed and locked up into history for added security.

If you would like a sample Health History Update that I use in many offices in the Questionnaire module, email me directly at dayna@raedentalmanagement.com.

I created a video on how to create an electronic form in the Questionnaire module and you can watch it by CLICKING HERE. 

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Inactivating providers and team members . . . is it still on the back burner?


Inactivating providers and team members is one of those tasks put on the back
burner and then just piles up for the next person to remedy. I think one reason it doesn’t get done is that all workstations have to be closed out of Dentrix in order for you to perform this task. My recommendation would be to do it at the same time you run month end since you have to dismiss everyone out of Dentrix for this task as well.

Once you are ready to inactivate some providers, then you get stuck because you have to choose a replacement. What does this mean? Who do I choose? Here are the most important things to remember . . .

  • When you choose a replacement provider, it does not change anything in history so don’t worry about the patient ledger being altered. Inactivating a provider and choosing his or her replacement will swap out anything in the future. For example, any future appointments will be changed to the replacement provider, any treatment planned procedures will be changed to the replacement provider, the default insurance claim provider may be switched and, if you have selected a specific continuing care provider, they will be replaced as well.
  • If you are inactivating your primary provider (PROV1 in the Family File), the replacement provider will take over in this role. This is common in a practice sale or transition. The PROV1 is used on many reports in Dentrix.
  • When you inactive a provider, all Time Clock data will be removed so make sure you have payroll reports as a backup.
  • If you are using Future Due Payment Plans, the assigned provider will be replaced as well.


I think once you understand that none of your history will be altered, it makes the process easier to swallow. The most significant change will happen if you are inactivating one of your primary providers because this will change the PROV1 in the family file and will affect some reports. Hopefully this helps and will allow you to move forward with this necessary task.

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Hygienists . . . you are one of the primary educators in the practice



  1. Use the Graphic Chart to show your patient what a 9mm pocket looks like or where there is a lot of bleeding. You can enlarge a specific quadrant or arch to show specific areas in more detail by clicking on the + in the corners and center of the graphic chart. You can also click on the Show Options button to include the data measurements.
  2. If you want to show your patient any changes in their perio chart, you can compare up to four exams at a time. I would recommend only comparing two exams at a time because then it will show you a colored arrow if the pocket depth got better or worse (a green arrow means it got better and a red arrow means it got worse).
  3. You can print both of these two visual aids for your patient to take home.



As the hygienist, you are one of the primary educators in the practice. Use the tools you have in your software to enhance the case acceptance for perio therapy and help your patients work toward a healthy lifestyle. These diagnostic techniques are extremely important to getting your claims paid, but far more important is educating your patients about the link between other oral health and systemic diseases.

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Create an environment for efficiency and accuracy with customizing your toolbars


I have written a lot of articles on building customized templates, clinical charting button sets, and creating consistent views for the treatment rooms. This systematic type of setup creates an environment where team members thrive on routine and it also creates fewer mistakes. I often hear during training sessions, “What do all these icons do?” or “Do I really need all these icons on my toolbar?” Well . . . the answer is not usually.

In the treatment room workstations, just like you create custom button sets and appointment book views, I would recommend removing several of the icons from the toolbar that your clinical team will never use in the operatory. By cleaning up the toolbars, the eyes have less to scan through which helps make you more efficient. There are two different ways to clean up your toolbars . . .  

The toolbars on the Patient Chart have a drop down menu where you can add and remove items by checking and unchecking. I would recommend setting all the toolbars exactly the same in every treatment room because when the doctor, assistant, or hygienist has to go work in a different room, you want it to look the same. Here are a few icons you could remove (not should, but could) from the toolbars on the Patient Chart. If you decide to remove more than what I have listed, be my guest.

  •  DxWeb – In my last blog, you learned that this runs on only one computer (usually a front office computer) so there is no need for it in the back.
  • DentriXlink – Unless you are bridging a piece of technology (imaging, CT scan, etc) with Dentrix, you will not use this icon in the back.
  • QuickLetters – Most clinical room computers are not equipped with Microsoft Word so this will not work without Word.
  • Send Message – Most clinical room computers are not equipped with Microsoft Outlook so this will not work without using Outlook. Also, you would want to send out any protected patient information using a secure email server.
  • Treatment Manager – This icon will pull up a report on unscheduled treatment. Since this is a managerial report and will require a phone to be handy so you can call the patient, this icon will typically not be used in the clinical room.
  • Marketplace – Even though the Marketplace has some awesome tools that work with your Dentrix software, I hope that the clinical team members are not shopping while they are seeing patients. This can be removed from the clinical room computers.
On all the other modules (Appointment Book, Family File, Ledger, Office Manager), you will need to right click on the empty space on the toolbar to add, remove, and move around the icons. Here are a few recommendations for which workstations should have what on their toolbar.

  • If you are using Perfect Day Scheduling in your practice, then I would make sure that it is turned on the clinical room computers so you can see all the blocks but then remove this icon off the appointment book. I have seen Perfect Day Scheduling get accidentally turned off and then all the blocks disappear off the schedule.
  • The DxWeb icon can be removed from the computers where it does not run every day.
  • The DentriXlink can be removed from the administrative modules if you want.


Keeping your toolbars consistent and clean will create an environment of efficiency and accuracy. Like I said before, “I love how much I can customize Dentrix. It is a wonderful thing!”

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Four ways you can import a patient picture into Dentrix



There are a few different ways to pull in a picture of your patients, depending on which imaging software you are using and if you want to use a webcam. There is an icon on your toolbar for Patient Picture, which has four options for importing your patient picture.
  • If you have a webcam installed on your front office computer, you can use the Acquire feature and select the webcam or iPad to take a picture. I have an office that has started using an iPad as their webcam and it is working great.
  • Many practices are using a digital camera for intraoral images and saving the images in some kind of image gallery software. If you know the location of the images, you can use the Import from File feature to pull in your patient picture.
  • For the offices that are using DEXIS, using the Copy from Clipboard feature is the easiest feature to use in my opinion. From your Dentrix patient chart, double click on the image you want to use as your patient picture (many of my offices are using their intraoral camera to take a face shot), then click on the arrow on the top toolbar and click on copy to clipboard. Then, open the Patient Picture icon and click on Paste from Clipboard.
  • For the offices that are not using DEXIS for your imaging software, using the Screen Capture feature to acquire the patient picture will be the best option for you. Open your imaging software so you have the picture you want to import in view, then open the Patient Picture icon in Dentrix. Click on the Screen Capture feature and your cursor will change shape so you can make a box around the picture and it will appear in the Patient Picture window.

Click Save and you now have a current snapshot of your patient. This will eliminate the guesswork when you walk out to the reception room to summon your patient.

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Top 10 features in Dentrix you are not using



Now I know that not everyone has the opportunity to become a Dentrix trainer like I did, but with a little self-motivation and some tips from me, you will be well on your way to being a “Dentrix super user.” Since I am working with dental practices every day, I have the unique opportunity to see what features they are using, what features they are not using, and what features they have no idea even exist. My goal today is to give you my top 10 you might not even know exist.
  1. Quick Letters and Letter Merge – Maybe this sounds familiar . . . you have a folder on your desktop with all of your office’s letters you send out to patients, including collection letters, welcome letters, and letters to specialists. When it is time to send a letter, you edit the date, enter the patient’s name, address, and salutation, then sign the letter and scan it into the document center. That process sounds like a lot of work to me. Why not add your custom letters into the Quick Letters or Letter Merge with the proper merge fields and let Dentrix do all the work for you? The best part is it will automatically put a note on the Office Journal and you can “Send to the Dentrix Document Center” without scanning (see #5 on the list).  Here are some more blog posts related to this feature . . .
    1. Send letters that make an impact . . . CLICK HERE
    2. Can you write me an excuse note . . . CLICK HERE
  2. Dentrix Mobile – Have you ever been sitting in the comfort of your home watching the weather forecast and hoping that the power doesn’t go out … then suddenly there’s nothing but darkness. You check the office and the power is also out there … so how are you going to let your patients know not to come in? Has your doctor ever been out of town and received a call from a patient requesting a drug refill but he or she has no way of checking the last prescription or the patient’s last visit unless he or she goes into the office? Both of these two common scenarios can be solved just by registering for Dentrix Mobile. It’s included in your Dentrix customer support plan so there is absolutely no excuse for not using this service.
    1. Three reasons you should be using Dentrix Mobile . . . CLICK HERE
    2. A lifeline to your patient info . . . CLICK HERE
  3. Payment Agreements – I wrote an article called “Get it out of your head and into the computer” back in April 2014. The theme of the article was speaking to office managers who store all their verbal payment agreements in their head. What I am seeing is this is still happening, but I am also seeing new doctors purchasing practices with a significant amount of the accounts receivable over 90 days past due or new office managers taking over a practice where there has been no management of the accounts receivable. Using the Payment Agreement feature in Dentrix will not only help you get organized with patients who are making payments, but also allow the entire team to see on the ledger what the arrangement is with the account.
    1. Two options to help you manage your A/R . . . CLICK HERE
    2. Get the info out of your head and into the computer . . . CLICK HERE
  4. Tracking Gratuities and Referrals - Do you know where your new patients are coming from? Are they hearing about you from friends, Google Search, or the ValPak flyer that cost you $15,000 to send out? Your marketing dollars depend on where patients are being referred from so you should know where to continue spending money and where to stop. When a patient refers a new patient, do you give him or her a thank you gift? Would you like to track if you gave the referral source a Starbucks or Home Depot gift card last time or be able to track a referral source’s gratuity history? Tracking referrals and gratuities in Dentrix is super easy and gives the doctor a lot of good information about where to spend marketing dollars … but I find most offices never use this useful tool.
    1. Building relationships one referral at a time . . . CLICK HERE
    2. Keep tight reins on your referred patients . . . CLICK HERE
  5. Sending to the Dentrix Document Center – This will save your team a ton of time in unnecessary scanning, unnecessary wasted paper, and unnecessary hard drive storage space. When you scan a document into the Document Center, it takes many more steps and the file size of a scanned document is about 100 times larger (just a guess) than that of a file send electronically through the Dentrix Document Center printer driver. Anything you want to print can be virtually printed to the Document Center for file storage. This is such an amazing yet underused feature.
    1. A little known secret . . . CLICK HERE
  6. Perfect Day Scheduling – Close your eyes for a moment and imagine if you could see your patients on time, complete 80% of your production goal before lunch, get out for lunch on time, and finish your day without pulling the roller skates out of the closet. This can be a reality if you create it. Take control of your appointment book with Perfect Day Scheduling. When you use perfect day scheduling, your team knows exactly how to schedule because you have mapped it out for them. There is no room for error.
    1. What if everyday could be a perfect day . . . CLICK HERE
    2. The new patient experience, scheduling the appointment . . . CLICK HERE
  7. Goal Tracking – Every dental practice has production and collection goals they need to meet in order to keep the financial state of the business healthy. I always encourage doctors to share these goals with the team and be transparent with the key performance numbers with the team. There are several places in Dentrix to watch and monitor your practice goals so the team can strategize and work together on exceeding the goals. You can monitor your goals on the monthly calendar, Practice Advisor Report, and the Daily Huddle.
    1. Let's do some goal setting . . . CLICK HERE
    2. Looking ahead to  . . . CLICK HERE
  8. More Information Button – Have you ever been on the phone with a mom and she wants to know when her three kids and husband are scheduled next for all their future appointments … but you’re not sure what’s the most efficient way to find all these appointments for the entire family? Try the More Information button and I can guarantee you will fall in love with this super quick search tool. You can find the More Information feature on all Dentrix modules. When you are selecting a patient anywhere in Dentrix, you will see it at the lower left corner of the window.
  9. Create Batch of Primary Dental Claims – Are you sure you have batched and sent off all your insurance claims from last week? How about last month? Use this second pair of eyes to double check and make sure all your claims have been sent out. Not only will this give you peace of mind, but also keep your accounts receivable out of the 90-day past due column.
    1. Are all your insurance claims going out . . . CLICK HERE
  10. Patient-Friendly Descriptions – Do your patients often ask what a “resin 2surf, post” or a “Crown-porc fused noble metal” is? Or is your practice in an area where English is not the primary language for many of your patients? If you would like to create a treatment plan that your patients would more easily understand and helps them understand what each procedure is, then start using patient-friendly descriptions. With Dentrix G6.1, it is even easier to use because you can edit these descriptions in the procedure code edit.
    1. No speak English, no worries . . . CLICK HERE

Have fun experimenting with these features and working toward increasing your level of efficiency and customer service. Drop me a line at dayna@raedentalmanagement.comif you have other questions. I’m happy to help.

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What if your lab cases were linked to the patient chart . . . would you be interested?



One of the most challenging information exchanges is in the form of images and digital impressions to your lab. My goals is to find solutions that are have a user-friendly interface for the team, seamless integration into your practice management software, and a low-cost price tagfor the office. I found that with DDX. This web-based software solution has it all.

When I found out that DDX is woven right in to the Dentrix Patient Chart, Document Center, and Lab Case Manager, I knew I had to get the word out. Here are some of the ways DDX and Dentrix talk to each other.
  • You will get a new tab at the bottom of your Dentrix Chart, along with the Progress Notes and Clinical Notes tabs. This gives you and your team easy access to your digital lab files.
  • When you create a lab case, DDX automatically creates a clinical note in the patient’s chart, avoiding any missed documentation.
  • DDX is fully integrated with the Dentrix Lab Case Manager for better case management and scheduling.
  • All lab case summaries are automatically entered into the Document Center as a PDF file. This makes it easily accessible for review or transferring to another provider.

If you are using Dentrix G5 or higher, you have probably seen the DDX icon on your tool bar and wondered what it does. If this is a solution you or your doctors are looking for in your practice, CLICK HERE to learn more.

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Are you an organizational freak?



When you are organizing your patient chart in Dentrix, you can organize certain things to make it work better for you and more efficient for your team. If you are using the clinical note templates, you will notice that there are about 17 categories listed. What I find in every office I work with is that they probably use about six of those categories. For example, a general dentist might have templates in Hygiene, Restorative, Fixed Prosthetics, Periodontics, and Endodontics, where as a pediatric dentist might only use Hygiene, Exams, and Restorative.

My point is that when you have 17 categories listed and you are only using four to six of them get rid of the ones you are not using. You have the flexibility here to combine, eliminate, and add your own categories. Make the list work for you.

First, go in and delete any clinical note templates you will never use then delete the category. For example, if you are a periodontist then delete the endo templates and the endo category. Next, rearrange the categories so that the most frequently used categories are on the top. Finally, create categories that are not listed but you would use in your office. I have worked with some offices where we have created categories for Products, TMJ, Sleep Apnea, etc. If your practice has multiple doctors, you can create categories specific for their templates. For example, Dr. John’s templates, Dr. Joe’s templates, Susie’s templates, etc.

Keeping things organized helps your team become more efficient and productive. Take advantage of all the customization that your Dentrix software has to offer and you will become a super-user.

Check out other blog posts on the topic of customization and efficiency in your patient chart:

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Business of Dentistry . . . why it's my favorite conference of the year

It’s that time of year. It’s time to get your doctor and your team registered for the Business of Dentistry Conference. As you have heard me talk about before, I have never missed a conference and I am going to give you 5 reasons you and your team should not miss it either. This year's conference is being held Oct 7th - 10th in sunny Florida.

 
  1. You will be repeating the words “I didn’t know Dentrix could do that! I can’t believe how we are under-utilizing our practice management software.” Even if you have been using Dentrix for over 10 years, I can guarantee you will learn things that you didn’t know existed. Last year, I taught the advanced Billing and Collections class and my class was filled with doctors excited to learn how the software could help their practices meet production goals. It was eye-opening.
  2. There is something to learn for every member of your team. Especially the dentist!  This year the Business of Dentistry is offering more clinical technique and technology courses than ever before.   The Dentrix courses have a skill level from entry level to advanced so the attendees can choose the level that best fits their knowledge of the software. This conference attracts some of the most sought-after consultants and they tailor their presentations to fit into the Dentrix agenda so you not only get amazing practice management educational material but you also get tips on how to implement it into your practice management software.  Check out the course listing by CLICKING HERE.
  3. Don’t miss the Learning Lab. This is my favorite part of the Business of Dentistry Conference. This is where you get to bring your questions and sit down with a knowledgeable support tech and get one-on-one help. If you are having issues with Dentrix, eServices, Easy Dental, or Enterprise, bring it to the Learning Lab. Here’s a tip: Take screen shots and print them out so you can show the team your issue (make sure you black out any patient information).
  4. Learn about third-party software that integrates with your Dentrix software. The vendors pour out into the hallways just waiting to tell you how their product, along with your Dentrix software, can help your practice more profitable, secure, or productive. Since Dentrix G5 opened up the Marketplace, there are many third-party companies that enhance your software in so many ways. I will have a booth at this year's conference so come by say Hi and check out what I have to offer you and your team. 
  5. Finally . . . have some fun and enjoy spending time with your team! This year’s conference is being held at the amazing Gaylord Palms Resort and Convention Center in sunny Kissimmee, Florida.  Henry Schein always brings the fun to this conference. I can remember bowling parties and dance parties that were off the charts. I can’t wait to see what this year has to offer.