Creating accounts overview      

In Dentrix, patient files are organized by family. When you add new patients, you must first enter the head of household or guarantor, even if that person is not a patient. After entering the head of household, you can add additional family members.

Determine who to make the head of household according to who receives the billing statement for family members. In other words, the head of household is the person ultimately responsible for payment and is usually the one who signs the consent form.

Refer to the following topics for more information:

·        Adding new family accounts

·        Specifying a billing type

·        Adding family members

·        Adding a new patient with an appointment

·        Adding ZIP Codes

·        Searching for ZIP Codes

·        Deleting ZIP Codes