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?
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.
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.
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.
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.
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!
- 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 . . .
- 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 . . .
- 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 . . .
- 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 . . .
- 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 . . .
- 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 . . .
- 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 . . .
- 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 . . .
- 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 . . .
- 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?
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.
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.
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.
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.
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.
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.
Category List
- AADOM
- administration
- back office
- backup
- Business of Dentistry
- case acceptance
- CE
- Clinical notes
- coding
- Collections
- Continuing Care
- Dentrix eServices
- digital x-ray
- Document Center
- eServices
- front office
- HIPAA
- insurance
- lab case manager
- Marketing
- Medicare
- new patients
- overhead
- paperless
- patient chart
- patient communication
- practice management
- referral management
- scheduling
- technology
- text messaging
- Treatment planning

