dentrix Flashcards
What does the practice setup in centric allow you to customize ?
Practice hours
Appointment defaults
Time block sizes
How can you set the working hours for a day ?
Click the search button next to the day
Adjust the time in the Set Time Limits dialog box
Save changes
What are the default appointment settings ?
Appt status (e.g, firm, emergency )
Schedule (e.g, fixed, open )
Appt type (e.g, general, hight production)
What feature allows you to view info by hovering over an appt ?
Hover setup
How do you move an appt on the pin board ?
Drag the appt to the pin board in the upper right corner of the appt book
What happens to broken appt ?
It is to the Unscheduled list, and the Missed appt field in the Family File is updated
How can you locate an existing appt?
Use the locate Existing appt button in the Appt Book toolbar or check the Family File module
How can you close the office on a specific day?
Setup > Practice schedule, chose a date > Office closed/Set yearly holiday for recurring closures
What are Flip Tabs ?
Like bookmarks
What is the ASAP list ?
Tracks patients that want to get in sooner
How can you mark an appt as Wait/Will call?
Open appt, enter a note
What feature allows to reserve times for appt ?
Time Blocks
What is the benefit of using Initial Box when booking hyg appt ?
It allows you to select billing codes, update Continuing Care, Automatically adjust the provider and time units
How do you confirm a appt?
Double- click the appt, add journal entry for “More info”, “firm”
What happens when you move an appt to the Unscheduled list ?
Appt details are saved for rescheduling, and when scheduling again a warning will appear
What is the “Set appt amount” ?
If appt amounts are automatically or manually calculated
How do you edit the view in the appt book?
Use “view” in menu to customize providers, operators, time range, displayed days
what is the appt tracker history ?
Logs all changes made to appts, shows details by date
How to set up “Hover detail”
Setup >practice appt setup>hover detail setup, enable/disable per workstation
Who do you “break appt” ?
“Appts”, add notes if needed, “Break appt”, confirm to move it to the “unscheduled list”
What does the “Pin Board” do ?
Holds the appt when changing
How to book appt using “treatment box” ?
“Treatment box” in the appt info screen to attach planned tx codes to the appt
When is a patient off the “ASAP” list ?
After their appt is complete
What’s the first step to adding a new patient/fam ?
“New family “ to access the head of the household info screen
Do you need to manually capitalize ?
No
What is a “Non patient”
Entered only cause they have insurance but don’t get care from us
What does the “Red Cross” mean ?
Means patient has a medical alert
What is “Guarantor note” ?
Used for financial notes and pre-statement remarks
What should you check before moving a fam member to a “New family “ file ?
Ensure no allocation problems, outstanding claims, predeterminations
What are the payment and insurance claim colour ?
Green- Personal payment
Royal blue- Insurance claim/ payment
Red- Adjustment
How do you change the “Head of household” ?
“Family file”> “edit”> “set head of household”> highlight patient and confirm
How to set up specific privacy requests ?
“Privacy options”> “set up alert”, it will then appear red on fam file
What info should be in “patient notes” ?
Patient preferences, concerns, additional med/health notes
What should you do before sending a secondary insurance claim ?
Print/electronically send the secondary claim form after receiving the primary insurance EDI
What is “assignment “ in insurance setting ?
The insurance company sends the reimbursement directly to the dental office instead of patient
Does Dentrix automatically add your city after you add the postal code ?
Yes
How to charge insurance carriers for families ?
Update on one patients chart and use “ change for all”
What is the purpose of the “continuing care” ?
It helps track all patient exams based on their insurance and care needs
