Monday, August 29, 2016

What an amazing marketing tool!

Have you stopped using Dentrix mobile? If so, may I ask what you are using as a login tool instead? If there is something easier and more tightly integrated with your Dentrix software other than Dentrix Mobile, I would like to know about it. 



Maybe it’s just that you don’t know what Dentrix Mobile is or you haven’t been taught how to use it.  Over the past few years, I have seen a decline in awareness and use of Dentrix Mobile so I felt it was time to re-post about this useful tool and remind you that it is part of your customer service agreement. 

One of the greatest marketing tasks you can do at your practice is follow up with patients after a surgical or challenging appointment. You can easily log into Dentrix Mobile and see your appointment book and look up patient information to make those important calls. 

I just finished two of the best books on the market right now for the dental practice, Everything is Marketing and Becoming Remarkable by Fred Joyal. One thing that he recommends in his books is for the doctor to call new patients, welcome them to the practice and ask if there is anything he or she should know before their visit tomorrow. What an amazing marketing tool! This can easily be done using your Dentrix Mobile service because you can make the calls from anywhere and see your appointment book at a glance.


If you would like to read my blog from 2013 (which is still very pertinent today) about Dentrix Mobile, CLICK HERE to be directed.

Monday, August 22, 2016

Don't settle on the defaults

Okay, I get it. You are not quite ready to dive into electronic forms, load them up on your website for patients to fill out online or link them up to an iPad. If you are wanting to go paperless, then using the document center in Dentrix is going to be how you will manage all your paper forms. What I am finding with so many offices is that they think they have to settle with the default settings that came with the Dentrix installation.

Since the document center will be your best friend when it comes to paper storage, here are some tips to make it work as best as it can for you.
When you think of the document center, think of it like a big file cabinet with hanging file folders and then you put the pieces of paper into it. I want you to customize the names of the hanging file folders just like you would in a real file cabinet.

Here are some examples . . .
  • Referring Doctor Letters
  • Lab Slips
  • Original Forms from Paper Chart
  • New Patient Forms
  • Health History Update (of course if you read my blog you know that I love the Questionnaire module for HHX)
  • Consent Forms
  • Pre-Op Forms


So how do you edit the category types? Open the document center > setup > document types, then you can edit the existing names and/or create new ones. Create verbiage that your team will understand and will make it easier to find information.


NOTE: If you are using the feature that sends a virtual copy of the patient billing statement to the document center, make sure you keep the Billing Statements line item at the top of the list.

Wednesday, August 10, 2016

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.

Dentrix is by far the most comprehensive and feature-rich practice management software in the industry and this is why it is the leading software for dentists.  However, when a keystroke or menu maneuver helps you do something better, faster and easier, it is HUGE.

Here are some of the top “Ah-Ha” moments I have seen over my career as a certified Dentrix trainer.

  • Printing the full day of Route Slips or sorting them.  When I walk into an office and I see in the Batch Processor 30-60 single Route Slips being printed, I know this office does not know how to print out the whole day at one time.  There are two ways to accomplish this . . .
    • Office manager > Reports > Lists > Daily Appointment List > check mark Patient Route Slips and send to the Batch.  From this menu, you can also sort by provider or operatory.
    • You can also print the Route Slips within the Daily Huddle Report.
  • Filter the Office Journal.  If you have been reading my blog, you know how much I love the office journal and I recommend all teams use it for admin communication with patients.  However, I find that a lot of offices refuse to use it because it takes so long to load.  Good news! You can filter your office journal so it will load less information and speed it up.  Open the office journal and click on View and then Filters.  Here you can select only the information you want to list in your view and you can select a starting date so it doesn’t look back to the beginning of time.
  • Lock your computer with a CTRL + ALT + DEL and select LOCK COMPUTER when you leave your workstation. This way, you do not have to close down all your Dentrix windows to secure your computer.


Let me know what some of your “Ah-Ha” moments are.  I would love to hear your stories and quick tips to share.  You can comment  on this post or email me directly.

Tuesday, August 2, 2016

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.

Let’s look at how we could cut that pile of paper in half … but first let’s look at what’s in that pile and how we can deal with it in the electronic world. Some examples of what ends up in that pile of “TO BE SCANNED” paper are . . .
  • Letters from specialists
  • Treatment plan estimates
  • Insurance EOBs and pre-estimates
  • New patient forms
  • Health history updates
  • Consent forms
  •  Letters to/from patients

We can’t really do much with the paper that comes in through the mail because it is already in a paper form. There is not much we can do other than scan it. What I would recommend is reaching out to the people who are sending you paper and see if you can receive electronic correspondence or (even better) see if they can send the letter as an attachment to an email. NOTE: Make sure you are using a HIPAA-compliant email service when you are sending protected patient information.

There are two in-house ways you can eliminate the scanning without adding any additional cost or third-party service.
  1. “Send to the Dentrix Document Center” is the easiest, most efficient way to get a document into the Document Center without scanning. This can be used for anything you receive in an email, off a website (insurance breakdowns, EOBs, etc.) or as an attachment. You can also send all your treatment plan estimates to the Document Center using this feature and then have the patient sign in the Document Center using an electronic signature device. If your referring doctors are still sending their follow up letter in the mail, you can implement a way for them to send it to you via email and now you can send it to the Document Center without scanning. CLICK HERE for instructions on how this works.
  2. Start using the Dentrix Questionnaire module for all in-house forms, including health history updates, all treatment consent forms, financial arrangement forms and updates to your HIPAA acknowledgement. You can use the Questionnaire Module without adding any expense for electronic services … all you will need is a signature pad. You can print out your consent forms and have them laminated so the patient can read them in a paper form. After that, have the patient sign in the Questionnaire or just pull the form up on your monitor for him or her to read. It is so easy. CLICK HERE to learn how to create a new form.


Give your team a break . . . give your scanner a break and save time. Use this time to do more productive things like fill your schedule and improve your collections.