Wednesday, March 11, 2020

4 Dentrix Features for Saving Time in Your Office

Sometimes there just aren’t enough hours in the day! That’s something I find myself saying frequently and as a dental office manager. I’m sure you can relate.

There are so many things that need to be done throughout the day including patient management, HR duties, accounts receivable, insurance management, dental equipment maintenance, etc. And while I can’t create extra hours on your workday clock, I can tell you about some time saving tips using Dentrix features.

Flip Tabs

Flip Tabs in the Dentrix Appointment Book can help you more easily navigate your Appointment Book.

You can use flip tabs to take you to a specific date on your schedule or a date relative to today. For example, you can set up flip tabs to quickly jump to a date 2 weeks from today or 6 months from today. Flip tabs are workstation specific, so you can set them up based on individual team member’s scheduling needs.

Fast Check Out

When you use the Fast Checkout button in the Ledger, three things happen at once. You are prompted to enter a patient payment, an insurance claim is created for today’s procedures, and a patient walkout statement is printed.

This saves you time by not having to select each individual toolbar icon and do these tasks separately. Fast checkout options are workstation specific and customizable.

Screen Capture

Using the Screen Capture option in the Document Center and within dental insurance claims for attachments, can save your team members a lot of time.


This feature gives you the ability to capture a picture of your screen. I like to use this feature instead of importing documents from a file, because I find that it’s much faster.

Print to the Dentrix Document Center

Instead of printing a document and then scanning it into the Document Center, you can select the Send to Dentrix Document Center option when choosing a printer.


This sends a copy of the document to the Unfiled Documents area within the Document Center where it can be assigned to a patient. This eliminates the step of printing and then scanning, therefore saving you time.

These are just a few Dentrix features that can save you valuable minutes every day. If you have questions about these features, email me at vectordentalconsulting@gmail.com.


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 vectordentalconsulting@gmail.com.

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