Thursday, April 11, 2013

Stop all that clicking


In my last blog “Become Super Efficient with Templates,” I mentioned how to make your procedure buttons on the patient chart “super-efficient” by attaching a multi-code to a button. Later, I realized that multi-codes are a great template system that can be used all throughout Dentrix for the entire team, not just in the patient chart. I love multi-codes. In fact, at my office, since the system only allows 8 procedure codes within a multi-code, I have some with multi-codes inside of multi-codes where it will treatment plan 12 procedure codes with the click of one button.

The front office can benefit from using multi-codes just as much as the clinical team. They can be used on the Appointment Book when scheduling or inside the Patient Ledger when posting or treatment planning.

Just in case some of you don’t know how to create a multi-code, I will start from the beginning.

Go to the Office Manager > Maintenance > Practice Setup > Multi-code setup. If you have never added or edited the multi-codes, there will be a long list of Dentrix default templates that you can edit to meet the needs of your practice or delete if you will not use them. From here, click on new and enter the specifics for your new multi-code. Some examples include the different types of hygiene visits, steps involved with dentures and partials, implant procedures, and new patient exams.

Using multi-codes in the appointment book can make scheduling hygiene and new patient exams a snap. Many offices I work with, including my own, have attached multi-codes into the Initial Reason box on the appointment screen. With the click of one button, you have scheduled the patient for his or her exam, prophy, bwx, and fluoride. When you set the appointment complete, it will post all the procedures together.

Another way the front office can use multi-codes is in the patient ledger. I find that many front office team members can be a little intimidated with using the patient chart (especially if they don’t have a clinical background). With that being said, you can easily treatment plan through the patient ledger and still take full advantage of the efficiency of the multi-codes. When you switch from the ledger page to the treatment plan page, you can click on the “enter procedure” icon (or from the menu click on Transaction > enter procedure) then you will see your multi-codes listed on the right-hand side of the screen. Now select the multi-code you want and click add and OK/Post. See how that is much more time-efficient than entering all the procedures individually?

In addition to using multi-codes for efficiency, they are also extremely helpful in ensuring that the correct procedure codes are being posted. Most clinical team members do not have a coding background and haven’t a clue which procedure codes to use. Also, if you have a new member of your front office who is new to dentistry, it is important to setup safeguards to make sure proper coding is being used. Using multi-codes ensures that the clinical team and new employees are coding treatment properly.

Maximizing the tools available in your Dentrix software and creating efficient systems make for a happy team and accurate coding.

2 comments:

  1. Could you explain how to do this : Many offices I work with, including my own, have attached multi-codes into the Initial Reason box on the appointment screen. With the click of one button, you have scheduled the patient for his or her exam, prophy, bwx, and fluoride. When you set the appointment complete, it will post all the procedures together.

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  2. Jeff,
    Yes,you can assign a multi-code to the Appointment Reasons in the Practice Setup. Go to the Office Manager > Maintenance > Practice Setup > Definitions > then click on the drop down menu and find Appointment Reasons. This will add your multi-codes into the Reasons box on the appointment screen. Then if you set complete from the appointment it will post all these charges to the ledger.

    This is a huge time saver. I hope you think so too.
    Than you for your comment
    Dayna Johnson

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