Many of the tasks performed in Dentrix are performed routinely. For example, you will probably follow the same essential routine each time a patient visits your office. You'll probably follow a routine each evening as you back up the Dentrix database. You'll probably follow a set routine at the beginning of each month as you process accounts receivables.
After you've performed these routines numerous times, they'll become second nature to you, and you probably won't need to think about each step. For someone who is learning these routines for the first time, however, it may be helpful to follow a documented list of steps.
This section of the Dentrix Help provides the basic steps you may want to follow as you perform these routine tasks. You may want to print the Help topics, modify the steps as needed, and make personal notes on these routines to meet the specific needs of your office.
Tip: In addition to the routine procedures described here, the Dentrix Reports Reference (available in the Dentrix Resource Center at www.dentrix.com) includes a helpful index called "Index by When to Run a Report." This index lists all the Dentrix reports that should be run daily, weekly, bi-weekly, monthly, quarterly, yearly, as needed, at patient checkout, after certain events, before and after month-end close out, whenever your employees are paid, and so forth. This index in the Dentrix Reports Reference can help you establish and stay on top of routine tasks in Dentrix.
Note: The routines list only the basic steps as reminders but include links to other topics in the Dentrix Help where these steps are described in greater detail.
The following routine procedures are covered:
· Confirming appointments and filling the schedule
· Procedures for patient visits
· Processing insurance payments and guarantor payments
· Printing the Day Sheet (charges and receipts)
· Backing up your Dentrix data daily
· Procedures not attached to insurance
· Processing accounts receivable
· Running the Insurance Aging Report
· Following up with inactive patients