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100 > dentrix > Flashcards

dentrix Flashcards

1
Q

What does the practice setup in centric allow you to customize ?

A

Practice hours
Appointment defaults
Time block sizes

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2
Q

How can you set the working hours for a day ?

A

Click the search button next to the day
Adjust the time in the Set Time Limits dialog box
Save changes

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3
Q

What are the default appointment settings ?

A

Appt status (e.g, firm, emergency )
Schedule (e.g, fixed, open )
Appt type (e.g, general, hight production)

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4
Q

What feature allows you to view info by hovering over an appt ?

A

Hover setup

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5
Q

How do you move an appt on the pin board ?

A

Drag the appt to the pin board in the upper right corner of the appt book

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6
Q

What happens to broken appt ?

A

It is to the Unscheduled list, and the Missed appt field in the Family File is updated

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7
Q

How can you locate an existing appt?

A

Use the locate Existing appt button in the Appt Book toolbar or check the Family File module

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8
Q

How can you close the office on a specific day?

A

Setup > Practice schedule, chose a date > Office closed/Set yearly holiday for recurring closures

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9
Q

What are Flip Tabs ?

A

Like bookmarks

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10
Q

What is the ASAP list ?

A

Tracks patients that want to get in sooner

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11
Q

How can you mark an appt as Wait/Will call?

A

Open appt, enter a note

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12
Q

What feature allows to reserve times for appt ?

A

Time Blocks

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13
Q

What is the benefit of using Initial Box when booking hyg appt ?

A

It allows you to select billing codes, update Continuing Care, Automatically adjust the provider and time units

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14
Q

How do you confirm a appt?

A

Double- click the appt, add journal entry for “More info”, “firm”

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15
Q

What happens when you move an appt to the Unscheduled list ?

A

Appt details are saved for rescheduling, and when scheduling again a warning will appear

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16
Q

What is the “Set appt amount” ?

A

If appt amounts are automatically or manually calculated

17
Q

How do you edit the view in the appt book?

A

Use “view” in menu to customize providers, operators, time range, displayed days

18
Q

what is the appt tracker history ?

A

Logs all changes made to appts, shows details by date

19
Q

How to set up “Hover detail”

A

Setup >practice appt setup>hover detail setup, enable/disable per workstation

20
Q

Who do you “break appt” ?

A

“Appts”, add notes if needed, “Break appt”, confirm to move it to the “unscheduled list”

21
Q

What does the “Pin Board” do ?

A

Holds the appt when changing

22
Q

How to book appt using “treatment box” ?

A

“Treatment box” in the appt info screen to attach planned tx codes to the appt

23
Q

When is a patient off the “ASAP” list ?

A

After their appt is complete

24
Q

What’s the first step to adding a new patient/fam ?

A

“New family “ to access the head of the household info screen

25
Q

Do you need to manually capitalize ?

A

No

26
Q

What is a “Non patient”

A

Entered only cause they have insurance but don’t get care from us

27
Q

What does the “Red Cross” mean ?

A

Means patient has a medical alert

28
Q

What is “Guarantor note” ?

A

Used for financial notes and pre-statement remarks

29
Q

What should you check before moving a fam member to a “New family “ file ?

A

Ensure no allocation problems, outstanding claims, predeterminations

30
Q

What are the payment and insurance claim colour ?

A

Green- Personal payment
Royal blue- Insurance claim/ payment
Red- Adjustment

31
Q

How do you change the “Head of household” ?

A

“Family file”> “edit”> “set head of household”> highlight patient and confirm

32
Q

How to set up specific privacy requests ?

A

“Privacy options”> “set up alert”, it will then appear red on fam file

33
Q

What info should be in “patient notes” ?

A

Patient preferences, concerns, additional med/health notes

34
Q

What should you do before sending a secondary insurance claim ?

A

Print/electronically send the secondary claim form after receiving the primary insurance EDI

35
Q

What is “assignment “ in insurance setting ?

A

The insurance company sends the reimbursement directly to the dental office instead of patient

36
Q

Does Dentrix automatically add your city after you add the postal code ?

A

Yes

37
Q

How to charge insurance carriers for families ?

A

Update on one patients chart and use “ change for all”

38
Q

What is the purpose of the “continuing care” ?

A

It helps track all patient exams based on their insurance and care needs

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