This release of Dentrix includes:
- Medical Alert Improvements
- Appointment Book Enhancements
- Automatically Add Documents to the Document Center
- Close Claims Without Assignment Of Benefits
- Ledger Enhancements/Split Payments By Family Member
- Store Contacts Electronically in eDex
- Create Custom Lists in the List Manager
Medical Alert Improvements
Note: This feature was later replaced by the new Health History module.
Medical alerts were enhanced so you can save medical alert notes in the notes history, copy medical alert notes to clinical notes, include medical alert notes in the Patient Notes Report, and add patient notes from Questionnaire forms to the medical alert note.
Appointment Book Enhancements
Improvements include:
Selected appointments have a black outline for easy visibility.
Time bars show color to help identify a selected appointment.
The time appears when you hover over an empty time block in the schedule.
Tooltips were added to the provider columns so you can tell at a glance which color is assigned to which provider.
You can hide the provider color columns from the Appointment Book view.
Enter mobile numbers and email addresses for New Patient Information.
Appointment Book views can now display the following:
- Mobile Phone
- Other Phone
- Age
- Birthdate
- Primary Insurance
- Guarantor Name
- Appt Status
- CC Attached
Consolidated appointment warning messages.
Purge appointments also includes Events.
When you create an appointment, you can now type a specific appointment length.
Specify an additional Provider ID for an appointment.
When setting appointments complete, easily view and assign providers to procedures before posting them.
Appointments now display the date and time created field and the team member who created it.
Automatically Add Documents to the Document Center
Screen capture allows you to select an area of the screen and save the image in the
Document Center.
Acquire documents using any device that supports .pdf, .doc, .docx, .xls, .ppt, .bmp, .gif, .jpg,
.png, .txt, and .rtf.
Scanners no longer have to be WIA or TWAIN compliant.
Designate a folder to save images to, and documents automatically acquire from that folder to the Document Center.
You can rename Document Type Category names if they are attached to a signed document.
Notification when there are more than 40 unfiled documents waiting.
Close Claims without Assignment of Benefits
You can now close pending claims for a selected patient or for all patients who must bill their
insurance carriers themselves rather than assign their benefits to their providers. Previously, these types of claims would remain outstanding until team members close them manually by posting a $0.00 payment to the claim.
If you have not selected Assignment of Benefits for a patient, you can now set an option in the Insurance Payment Setup dialog box to prompt users to post a $0 payment when the claim is created and close the pending claim.
Ledger Enhancements/Split Payments by Family Member
New columns displayed in the Ledger
- Entry date
- Surfaces
- Cheque Number
Adjustable column widths
sort by and hide columns
A note indicator for payments and adjustments that have a note
Tooltips for the column headings,
Alternate row shading
Refresh button on the toolbar.
You can now split payments by multiple family members.
When you click the Statement Notes button, a more detailed message now appears if you have
exceeded the number of characters allowed in the Billing Statement Notes text box.
The wording of the Cheque # field in the Enter Payment dialog box was changed to Cheque/Payment #.
If a claim has not been created for today’s procedures, the estimates in the transaction log appear in red. A tooltip reminds office personnel to create a claim.
In the Ledger Colors Setup dialog box, a new Restore Defaults button was added so you can restore the default Ledger colors.
A new Year End Recommendations option was added to the Ledger’s Month End menu.
Store Contacts Electronically in eDex
eDex is an electronic contact manager and directory to which you can attach patient notes. You can use eDex to manage and quickly search lists of patients (active, inactive, or archived), employers, insurance carriers, labs, non-patients, providers, staff, referrals, and any other contact you may want to remember. Using eDex, you can create custom contacts and contact categories to filter the Contacts List or even locate a patient’s next appointment.
Create Custom Lists in the List Manager
Use the List Manager to create, view, and print customized lists of patient information.
List Manager allows you to “hide” patients and merge letters for only the listed patients.
The Letter Merge feature includes a new option that allows you to open a data file in Microsoft Excel or Notepad.
Select data fields in a single tree view. A new Select All option was added so you can select all data fields at once.
New Email filter allows you to specify whether you want to include patients With Email addresses, Without Email addresses, or All.
A new data field allows you to specify the date a patient last referred another patient.
The process of generating letters and lists is now simpler and requires fewer mouse clicks. It is more flexible when using data files and creating journal entries.
View the Release Guide
This version of Dentrix was known as Dentrix G6.