Wednesday, January 16, 2019

How Dentrix Can Help with Your 2019 Marketing

I was recently reading an article in Dental Economics about dental marketing for 2019. The article referenced what’s hot and what’s not, in dental marketing. It seems some advertising techniques are losing ground such as billboards, Yelp and Yellow Pages, while others are becoming more popular.

Here are some of marketing techniques forecasted to be more popular in 2019 and my interpretation on how Dentrix can work with them:

Email Marketing

You can use e-mail marketing to remind patients of their appointments or remind them that they are due for an appointment. You can use Patient Engage through eServices to automate these reminders to be sent.

Social Media

With the exciting announcement of the Henry Schein One joint venture, there are even more options to manage your online presence using Web and Online Marketing tools powered by Officite. You can bundle all the great eServices you already use, like eClaims and Quickbill, and combine them with these exciting new services.

Personalized Marketing

You can create personalized letters to patients right from your Dentrix software, in the Office Manager. Under Letters & Custom Lists, there are letter templates you can use for patients in your practice who experience birthdays, graduations, baby births, or marriages. You can create these letters for particular groups of patients to let them know you care.

Discount Plans

Many offices allow patients to purchase an in-house discount plan. This can be a good incentive to get patients in the door. Creating an in-house discount plan would consist of creating a discounted fee schedule and adding it to Dentrix. You can do that in the Office Manager > Maintenance > Practice Setup > Fee Schedule Setup. Then you would assign that discounted fee schedule to the patients who have purchased it, in their Family File. You may also want to create a Billing Type to assign to these patients so that you can track them more efficiently.

Whatever your marketing plans are for 2019, be sure to track your referral sources. Tracking referral sources allow you to evaluate the success of the marketing plan and the return on your investment. I suggest asking each new patient how they heard about the office on the initial new patient phone call. This information can be entered into Dentrix along with the new patient information (name, address, phone number etc.). Then, run monthly reports to evaluate which referral sources provided the most new patient referrals and the production generated from those patients. (Office Manager > Reports > Management > Referred BY Doctor/Other).

If you have any questions, please email me at 

Charlotte Skaggs, Certified Dentrix Trainer

Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on the perspective of a practice owner. Charlotte has been using Dentrix for almost 20 years and is a certified Dentrix trainer. Contact Charlotte at

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