Saturday, November 17, 2012

Looking ahead to 2013

We are coming down to the closing weeks of 2012 and many offices are already looking ahead to 2013 with new forecasts on production goals (I know my office is). My office in Washington state is currently going through a time of transition. We have a new practice owner and a new front office team member, so we have many changes ahead. One of the big changes is setting goals for production. My office has always used the goal feature in Dentrix. It allows the scheduling coordinators to see what we need to do in order to meet and exceed our projections, then we can use the Perfect Day Scheduling feature to map out our appointment book in a way that helps us meet our projections. When I enter the goals and then use the “view amount” feature, our front office team can easily make sure our office is scheduling to goal.

Here are my suggestions for your practice so you can start 2013 out right. First, in a planning meeting or regular team meeting, determine what the production goals are for your doctor(s) and hygienist(s) per day. Next, multiply this daily goal by the number of days worked to get a monthly goal that you can enter into your Dentrix software. When you have this number for each producer, go to the Office Manager > Analysis > Setup > Goals Setup where you will see a box that looks like this:

Click on the arrows next to the provider then click the box Read Selected Goals > click add and enter the month number (1=January, 2=February, etc.) and enter that provider’s monthly goal. When you have finished setting up all providers, click close and go back to the Appointment Book. Next, click on the view at the top of the page and edit the view. Make sure View Amount is checked and that you have selected the providers on the left side of the screen who are producers in your office and click OK. Now you should be able to see the amount that is scheduled for the day in the upper right corner of the appointment book.

Finally, if you want to help your team be more disciplined about scheduling to goal, using the Perfect Day Scheduling feature is a great way to accomplish this. Using Perfect Day Scheduling will help prevent unproductive appointments being scheduled in places that are reserved for more comprehensive treatment. My suggestion: If your doctor’s production goal is $5,000 per day, then you need to have at least five prep blocks set per day. These production blocks are set up in the Provider setup on the Appointment Book. Click on Setup > Provider Setup > select the provider and click setup, then add. See picture below.

With these helpful tips, your practice can start 2013 off on the right path and your team will have the necessary tools to schedule more productively.

Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at and contact Dayna at


  1. Dear Dayna Johnson, "The Dentrix Office Manager,"

    Dr. John Flucke says the new Eaglesoft Clinician is CCHIT-certified to be able to satisfy dentists' ARRA Stage 1 and Stage 2 Meaningful Use requirements. Is Dentrix also certified?

    D. Kellus Pruitt DDS
    Cc: spamgroup

  2. Dentrix has a product that is Meaningful Use certified. Here is the link if you would like more information.

    Thank you,
    Dayna Johnson

  3. Apparently, the descriptions of the Meaningful Use requirements are not listed on the site you offered. Can you share those requirements, Dayna?

  4. On the website link I attached in my 1st reply, there is a link in the second paragraph "specific qualification criteria", maybe you overlooked it. If you click on this it will take you to the website which will give you the Meaningful Use requirements that you are requesting. Here is the link:

    Hope this helps.
    Dayna Johnson

  5. Actually, I read the information yesterday. Thanks, Dayna.

    However, nowhere does it mention the Meaningful Use requirements specific to dentistry. From what I understand, dentists’ requirements are different (perhaps fewer?) than physicians’. Am I wrong?

    If not, do you happen to know the specific dental MU requirements that Dentrix covers? Or at least someone at Dentrix who does? I’d simply like to know what is demanded of dentists to qualify for the ARRA stimulus, and who better to ask than a CCHIT-certified dental software vendor?

  6. Darrell,

    The reason I am sending you links to other websites is because I want you to have the most up-to-date accurate information since I am not a Meaningful Use specialist and I typically do not work with Medicaid office's. I do not train office's on how to become certified.

    The last question you asked me was what is demanded of the dentists to qualify and there is an article on the Dentrix website about this, here is another link for you:

    If you want more specific information your best bet is to go to the website and go to the Q & A section.

    Happy Researching.

  7. It's curious I didn't know about this until the moment I got to know this entry of yours here. And there is also one thing which I would like to ask you. Do you happen to know how to defend your personal posts from being stolen?