dentrix

Question 1

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

Answer 1

Practice hours
Appointment defaults
Time block sizes

Question 2

How can you set the working hours for a day ?

Answer 2

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

Question 3

What are the default appointment settings ?

Answer 3

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

Question 4

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

Answer 4

Hover setup

Question 5

How do you move an appt on the pin board ?

Answer 5

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

Question 6

What happens to broken appt ?

Answer 6

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

Question 7

How can you locate an existing appt?

Answer 7

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

Question 8

How can you close the office on a specific day?

Answer 8

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

Question 9

What are Flip Tabs ?

Answer 9

Like bookmarks

Question 10

What is the ASAP list ?

Answer 10

Tracks patients that want to get in sooner

Question 11

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

Answer 11

Open appt, enter a note

Question 12

What feature allows to reserve times for appt ?

Answer 12

Time Blocks

Question 13

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

Answer 13

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

Question 14

How do you confirm a appt?

Answer 14

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

Question 15

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

Answer 15

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

Question 16

What is the “Set appt amount” ?

Answer 16

If appt amounts are automatically or manually calculated

Question 17

How do you edit the view in the appt book?

Answer 17

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

Question 18

what is the appt tracker history ?

Answer 18

Logs all changes made to appts, shows details by date

Question 19

How to set up “Hover detail”

Answer 19

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

Question 20

Who do you “break appt” ?

Answer 20

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

Question 21

What does the “Pin Board” do ?

Answer 21

Holds the appt when changing

Question 22

How to book appt using “treatment box” ?

Answer 22

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

Question 23

When is a patient off the “ASAP” list ?

Answer 23

After their appt is complete

Question 24

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

Answer 24

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

Question 25

Do you need to manually capitalize ?

Answer 25

No

Question 26

What is a "Non patient"

Answer 26

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

Question 27

What does the "Red Cross" mean ?

Answer 27

Means patient has a medical alert

Question 28

What is "Guarantor note" ?

Answer 28

Used for financial notes and pre-statement remarks

Question 29

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

Answer 29

Ensure no allocation problems, outstanding claims, predeterminations

Question 30

What are the payment and insurance claim colour ?

Answer 30

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

Question 31

How do you change the "Head of household" ?

Answer 31

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

Question 32

How to set up specific privacy requests ?

Answer 32

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

Question 33

What info should be in "patient notes" ?

Answer 33

Patient preferences, concerns, additional med/health notes

Question 34

What should you do before sending a secondary insurance claim ?

Answer 34

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

Question 35

What is "assignment " in insurance setting ?

Answer 35

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

Question 36

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

Answer 36

Yes

Question 37

How to charge insurance carriers for families ?

Answer 37

Update on one patients chart and use " change for all"

Question 38

What is the purpose of the "continuing care" ?

Answer 38

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