Monday, May 2, 2016

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

Does it drive you crazy scrolling through the list of providers every time you are trying to schedule an appointment when ¾ of them no longer work at your practice? How about when it is time to print out your payroll reports and you are having to sort through a list of team members who have been gone for years? Would you like to clean all this up but not sure really how to do it or what ramifications it will have on your system?

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.


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 www.novonee.com and contact Dayna at dayna@novonee.com.


3 comments:

  1. I just wish once they are inactive, we don't have them print on the daysheet.

    ReplyDelete
  2. I work in the advertising industry and deal with advertising management. I really like your blog!

    ReplyDelete