Asap list dentrix

Written by Azywne NmfbqLast edited on 2024-07-06
Dentrix Ideas Home / DTX-I-6628 / New idea; 1 Vote Integrate ASAP List to Patient Engage.

Apr 16, 2020 - When the ADA discontinues a procedure code, how do you get it out of the menus so that it does not get selected again? For record keeping ...The New NexHealth Waitlist. ‍The NexHealth Waitlist fills canceled appointments in as little as 20 minutes, driving thousands of dollars of revenue for practices per week and increasing patient satisfaction. Hope Slowik. May 16, 2023. Increase revenue and automatically fill open appointment slots with NexHealth waitlist management software ...Certified Dentrix Trainer and The Dentrix Office Manager columnist. Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on ...The Payor Search Tool helps you identify the electronic connectivity for the Payors/Insurance companies you work with. You can search by Payor Name or Payor ID. Note: some payers may have other Payor ID's that are used dependently on the Clearing House participation. Use the Payor ID that Henry Schein ONE has listed for participation through ...You can use the Treatment Manager to find patients with specific types of procedures who may need to come in for treatment ASAP. But there's another tool in Dentrix you can use to find patients who have treatment cases that were marked as urgent in the Treatment Planner. It's called the Treatment Case Report. To generate the Practice ...Dentrix Ideas Home / DTX-I-3594 / New idea; 2 Vote Need to be able to print a list of Unscheduled patients that are marked ASAP You have to print a Will Call List and go thru each patient to find out who is on ASAP... Need to be able to choose this in the options of the set up and have it generate with only ASAP patients. ...From the Appointment Book menu, select Setup > Provider Setup. Select a provider and click Setup. In the Set Time Blocks group box, click Add. Give the time block a name, such as NP Appt or Crowns, and select a color that will be used to designate it on the schedule. Select the day (s) and times for the time block, and select an operatory and ...Click OK to close the Patient Report View dialog box. In the Misc. Letters dialog box, click Create/Merge. Select Create Data File ONLY, and then click OK. Click Yes on the warning message. Click View List. A list of patients who meet the criteria that you specified appears. Use this list to contact the patients and schedule treatment.First, you assign a continuing care type to a procedure code.For example, you would attach the prophy continuing care type to the D1110 and D1120 procedure codes. Then, when a patient has one of those procedure codes posted as complete, Dentrix will track when that patient is due for their next prophy, and you can generate continuing care reports to see which patients are due and contact them.First, it’s important to have a firm office policy regarding cancellations. Start by letting new patients know your expectations when they do need to cancel an appointment. There will be times when patients may have to cancel or reschedule appointments due to illness or conflicts with their schedule. Let them know up front that you expect at ...Norbo Dental has been using the NexHealth ASAP Waitlist feature with Dentrix, and they estimate it brings in 15 additional patients a week and $3,000 in revenue. Denticon Schedule Templates A single provider may offer different services - new patient cleanings, hygiene appointments, surgeries - and they often prefer to provide each service ...Dentrix Ideas Home / DTX-I-4354 / New idea; 2 Vote Once an appt is completed it should fall off the ASAP list. Once an appt is completed it should fall off the ASAP list. Instead of it staying on because it's useless, it should fall off to keep your list manageable and not overwhelming. Sarah Capps Dec 23 2021 Scheduling ...In the Family File, select the patient for whom you want to make an alert. Click the Patient Alerts button. The Create Patient Alert dialog box appears. In the Select Date group box, enter the Start and End dates that you want the alert to be active, or check Always to permanently activate the alert. *If the alert is only going to be relevant ...Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on the perspective of a practice owner. Charlotte has been using Dentrix for over 20 years and is a certified Dentrix trainer. Contact Charlotte at [email protected] ASAP list is a great location to add patients who have an appointment but would like to be contacted if an earlier date and/or time becomes available. This list comes in handy when you have an opening in your schedule, such as when a patient cancels their...To set up column options. 1. Start the Treatment Manager. 2. To display a Totals row at the bottom of each column, click Show Totals. For each column displayed, an item is added that displays the total for that column. 3. To choose your column options, click Show Columns. The Show Columns dialog box appears.When it's time to set the appointment complete, use the Set Complete button in the Appointment Book and then review each procedure to make sure the correct provider is attached to the correct procedure (s). Taking the time to do this when the appointment is set complete will save you having to go to the Ledger and change it manually later.An added benefit of NexHealth’s HIPAA-compliant messaging platform for doctors is that it’s a full suite of tools designed to help grow your practice and acquire new patients, and also seamlessly integrates with many Practice Management Systems and other healthcare software solutions, including Dentrix, Open Dental, Eaglesoft, CareCloud ...Building Your ASAP List October 30, 2019 It doesn’t need to be difficult to keep track of patients wanting an appointment right away. In these situations, you can offer to call the patient if a time becomes available. In Dentrix Ascend, you can flag scheduled appointments as ASAP (As Soon As...To find patients that are overdue for continuing care: Open the Appointment Book. Click the Continuing Care Button to open the Continuing Care module. In the Continuing Care module, click Views. Select Overdue. OR, if you want to set up a temporary view and customize the options: In the Continuing Care module, click Views. Select Temporary View.by Betty Leh | Dec 1, 2021 | Schedule Optimization. Filling the Gaps in Your Calendar Having a full and productive schedule is important to the overall success of your practice. When you have an opening in your schedule, the ASAP list and the Broken/No Show list are two quick and easy ways to fill your schedule.There are two specific tools in Dentrix Enterprise that can help you find patients with specific treatment needs and get them scheduled: the Scheduling Assistant and the Treatment Request Manager. The Scheduling Assistant helps you sort through various appointment lists, such as ASAP and unscheduled treatment requests, from a …We would like to show you a description here but the site won't allow us.In Dentrix Ascend, you can flag scheduled appointments as ASAP (As Soon As Possible). Once you mark an appointment this way, it appears on the ASAP List. This ASAP list allows you to accommodate patients who request to be seen as soon as possible while still keeping their currently-scheduled appointment in place.For more information, see "Dentrix Pay" in the Dentrix Help in the Office Manager and the Ledger. FILL APPOINTMENT • Fill Appointment is a text messaging service that you can use to message up to 40 patients to fill available appointment times in the Appointment Book from the ASAP, Broken, Continuing Care, Will Care, and Pinboard lists.First, enter the fee schedules for the insurance companies your office participates with. This can be done in the Office Manager (Maintenance > Practice Setup > Fee Schedule Setup). When setting up a new fee schedule, I like to copy my office's fee schedule first, and then change the fees for the codes the insurance company has provided me.From the Patient List - Select Template window, click Add. Give the list a name in the List name: field. Add the desired filters and data fields for your list. Click Save. This template will now be visible in your Patient List tool and can be generated at any time by selecting the template and clicking Run.Everything worked really well for about 3 years, then 2-4 weeks ago, Dentrix started running extremely slowly. Dentrix support spent countless hours on the server and workstations running utilities, etc to no avail. Often times , workstations wouldn't open the Appointment book in dentrix for minutes, or at all.To print, export, or delete a report. 1. In the Office Manager toolbar, click the Dentrix Reports button. The Dentrix Reports window appears. 2. From the generated reports list, click the report or reports that you want to print, export, or delete, and then click the corresponding toolbar button. · You can also right-click the desired report ...Certified Dentrix Trainer and The Dentrix Office Manager columnist. Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on ...To open the ASAP List. 1. In the Appointment Book menu, click ASAP List. The Appointment List window appears. Note: The ASAP view displays all appointments scheduled in the next seven days flagged ASAP. 2. Click the Select List down arrow and select ASAP. The Appointment Information dialog box appears from which you can make the changes you ...Are you in urgent need of a place to stay? Whether you’re relocating to a new city, starting a new job, or simply looking for a change of scenery, finding rooms for rent as soon as...To run this report, from the Office Manager click Analysis and then click Dentrix Reports. Double-click the Procedure Summary Report and select the desired options (select Previous fiscal year for the date; clear the year-to-date (YTD) option; and select all providers and billing types so you can get a complete report).To create an email campaign, log in to Patient Engage. Then, from the Dentrix Hub, click Marketing in the left menu, and then click Campaigns. Scroll through the templates and find one you want to use and then click Use Template. Or, click Custom to design your message from scratch. The campaign builder will guide you through the three-step ...Transform the way you follow up with overdue patients with the List Manager in Dentrix G6.Dentrix Enterprise Home / DXE-I-505 / New idea; 1 Vote Is there anyway to build out the ASAP list past 99 days? Guest Sep 20 2018 Appointment Book. Comments (0) Attach files Enter a subject Log in / Sign up. Identify yourself with your email address. Email address. Subscribe. You won't be notified about changes to this idea. ...Codes that have been added to the list from the Office Manager are then available in the Appointment Book. How To: From the Office Manager, click Maintenance > Practice Setup > Definitions. In the Definition Type drop-down list, select Appointment Reasons. Enter the procedure code and description of the procedure you want to add, and then click ...1. From the Office Manager, click the Scheduling Assistant button on the toolbar. Select the Unscheduled Appointments filter. To change the date range, click Unscheduled Appointments (it becomes a hyperlink when you position the pointer over it). From the Unscheduled Appointments Filter dialog box, set your date range to when your office has ...We would like to show you a description here but the site won't allow us.The Print dialog box appears. 3. Select a printer from the list provided. 4. Select the options that you want to change for the printed document, including Preferences, Page Range, and the Number of copies. 5. To send the document to the printer, click Print. Note: If you print a signed document, then a page for the signature is printed after ...Chart periodontal conditions with speed and ease with the dental-provider-specific workflow in Dentrix Enterprise. Compare findings side by side with those of prior exams. View findings graphically, as numerical data or both. ... ASAP List. Minimize holes in your schedule with the ASAP List scheduling feature, which shows and schedules ...In the Office Manager, from the Reports menu, point to Lists, and then click ASAP List. For step-by-step instructions on how to run this report, see the Dentrix Help (in the Office Manager, from the Help menu, click Contents ).Right-click in your task column in the Appointment Book where you want to create a task reminder, and from the shortcut menu, click Schedule Event. The Schedule Event dialog box appears. Under Description, type the task reminder, such as “Call patient Brent Crosby: 801-555-1111.”.Tracking cancelled/deleted appointments. Other than the "history" option in the appointment view, there should be a way (in the family file?) to track scheduling/rescheduling of appointments, including deleted appointments and also a possible "reason for cancel" as well. We had a minor come in the office, but mom …Which methods are acceptable ways to schedule an appointment. Study with Quizlet and memorize flashcards containing terms like 1. Click the schedule appointment button on the toolbar 2. Open the file menu and click "select patient- New appt" 3. Double-click an appointment in the appointment book, Open, True and more.The ASAP List consists of scheduled appointments that have been flagged ASAP. You can use this list of patients to fill holes in an otherwise full schedule. The Open List consists of patients whose appointment type has been set to OPEN, and are known to have a flexible schedule, and can be moved around.; The Unscheduled List consists of patients with broken appointments or appointments that ...In the Family File, select the patient for whom you want to make an alert. Click the Patient Alerts button. The Create Patient Alert dialog box appears. In the Select Date group box, enter the Start and End dates that you want the alert to be active, or check Always to permanently activate the alert. *If the alert is only going to be relevant ...In Office Manager, click Reports > Reference > Employer List. In the From and To boxes, select the alphabetical range of employers you want to view. Or, if it's just a single employer you want to view, select that same employer in both boxes. Check the box to Include Employees, and then click OK. Preview or print the Employer and Employed ...We would like to show you a description here but the site won’t allow us.From the List Manager, you have the ability to select a patient and open other Dentrix modules to view the details. For example, if you generated the list for patients with treatment-planned D4341 or D4342 procedures, you can select a patient in the list, open the Ledger, switch to the Treatment Plan Ledger option, and view dates, amounts, and ...When it comes to plumbing emergencies, time is of the essence. Ignoring a plumbing issue can lead to further damage and costly repairs. Knowing when to call for emergency plumbing ...Click OK to close the Patient Report View dialog box. In the Misc. Letters dialog box, click Create/Merge. Select Create Data File ONLY, and then click OK. Click Yes on the warning message. Click View List. A list of patients who meet the criteria that you specified appears. Use this list to contact the patients and schedule treatment.You should purge old appointments from Dentrix on a regular basis, keeping only the last 1-2 years of appointments. And as of Dentrix G6, you can also purge old events as well. When you purge old appointments and events, searching for patient appointments takes less time, because you will have cleared out old data you don't need anymore. ...In the Print Appointment Book View dialog box, check the Do Not Close When Print/Batch box. That checkbox will keep this window open, so that you can print one day, change the date, click Print again, change the date, click Print, and on and on. When all days have been printed, close the dialog box.Apr 8, 2020 ... There are two ways: When you break an appointment on the schedule, the appointment is added to the Unscheduled List as a broken appointment. All ...You can access the Unscheduled List from the Appointment Book by clicking Appt List on the toolbar. Then click Select List, and from the options in that appear, select Unscheduled List. The Unscheduled …Updated 4/27/2020. The Dentrix Continuing Care module gives you the ability to see patient continuing care information in different ways. Not only can you create and save customizable views that show you specific lists of patients who are due for continuing care, but you can also use the interactive list to contact patients and schedule their appointment.You can use the Treatment Manager to find patients with specific types of procedures who may need to come in for treatment ASAP. But there's another tool in Dentrix you can use to find patients who have treatment cases that were marked as urgent in the Treatment Planner. It's called the Treatment Case Report. To generate the Practice ...Which methods are acceptable ways to schedule an appointment. Study with Quizlet and memorize flashcards containing terms like 1. Click the schedule appointment button on the toolbar 2. Open the file menu and click "select patient- New appt" 3. Double-click an appointment in the appointment book, Open, True and more.For example, if you set the span as Before 1 Days and After 1 Months and today's date is January 1, 2009, DENTRIX generates a list of all patients due between December 31, 2008 and February 1, 2009. Note: If you use the Use Due Date Range option, you will need to change the date range every time you want to generate a new list. ...From the Office Manager, click Reports > Billing. The Billing Statements dialog box appears. The Balance Forward Date field defaults to one month ago. Change this date as needed. Modify other settings and filters as needed for your billing statement run. In the Statements group box, select whether to send statements to Batch, Print or Send ...Recare Overview (4:39) Dentrix Ascend has everything you'll need to keep your hygiene schedule full and keep you productive. When you have set up your recare types and patient communications, Dentrix Ascend has the tools to send automated reminders to patients and allow patients to conveniently book online. The unique routing panel helps keep ...To confirm appointments and fill the schedule. 1. Contact patients to confirm their appointment for the next day. You can add notes regarding the contact to the Office Journal. Note: If you are an eServices customer, you can use eCentral's Communication Manager to automatically send appointment reminders and confirm patient appointments.SEARCH ARCHIVE. Accurately Tracking New Patient Numbers. Make sure your new and active patient numbers are accurate by training staff to correctly enter information in Dentrix. Then use that information to plan for practice growth. The number of new patients and active patients you have in your office are very important numbers.Post a procedure code for a missed appointment to the patient’s Ledger. You can use the American Dental Association procedure code D9986 (missed appointment) for this. You can choose to charge the patient, or not based on your written office policy. But it can be beneficial to post the code to the patient’s Ledger for several reasons:We would like to show you a description here but the site won’t allow us.You can access the Unscheduled List from the Appointment Book by clicking Appt List on the toolbar. Then click Select List, and from the options in that appear, select Unscheduled List. The Unscheduled List is broken down into two types of appointments: Broken and Wait/Will Call. This should be your "go-to" list to find those patients who ... Use the ASAP List in Dentrix to find patients who have scheduled an appointment but would like to come in sooner. This is a great way to fill your schedule if you have a last-minute cancellation. This is a great way to fill your schedule if you have a last-minute cancellation. The Dentrix ASAP List window will display the Open appointments. When you contact the patient and he or she agrees to reschedule, you can either drag the appointment from the ASAP List to the Appointment Book to fill a hole, or drag it to the Pinboard while you find an open spot. Dentrix will ask you to confirm that you want to move the ...In the Family File, select the patient for whom you want to make an alert. Click the Patient Alerts button. The Create Patient Alert dialog box appears. In the Select Date group box, enter the Start and End dates that you want the alert to be active, or check Always to permanently activate the alert. *If the alert is only going to be relevant ... With Dentrix G6.6, you can see all your appointment lists (ASAP, Unscheduled, Broken, Open, P

The ASAP list is a great location to add patients who have an appointment but would like to be contacted if an earlier date and/or time becomes available. This list comes in handy when you have an opening in your schedule, such as when a patient cancels their...Quick and Easy Content Management. Officite gives you the freedom to stay in your comfort zone, so content edits are quick and easy. The Doctor Portal, our exclusive website management tool, allows you or your staff to manage content, review website statistics, control email accounts, track new appointment requests, and much more.Learn how to use the Dentrix Continuing Care List to contact patients who are due for recall. Having an effective way to contact recall patients is important. Automated text and e-mail reminders using Dentrix Patient Engage can make that task easier. However, there will still be a need for you to contact patients by phone to schedule their ...Set up the new provider in the Practice Resource Setup in the Dentrix Office Manager. Click the green plus sign to add a new provider. Then enter the provider ID you've decided on and the rest of the provider's pertinent information, including license information. Doctors should always be assigned as primary providers in Dentrix, while ...Right-click in your task column in the Appointment Book where you want to create a task reminder, and from the shortcut menu, click Schedule Event. The Schedule Event dialog box appears. Under Description, type the task reminder, such as “Call patient Brent Crosby: 801-555-1111.”.That way, you can use the list to call patients and remind them of that they need to schedule an appointment. 1. From the Appointment Book, open the Continuing Care module. 2. In the Continuing Care module, select Views | Setup. The Continuing Care Views Setup dialog appears. 3. Click New. The New Continuing Care View dialog appears.Dentrix Ideas Home / DTX-I-7959 / New idea; 3 Vote Setting an appointment complete should remove ASAP status It would be helpful to have the ASAP status removed when the appointment is set complete. Currently, when an appointment is placed on the ASAP List but couldn't see the patient sooner, when we set it complete, …As a way to combat this, keep a current ASAP List to fill those open time slots quickly. ... Certified Dentrix Trainer and The Dentrix Office Manager columnist. Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful ...From the Office Manager, select Maintenance > Practice Setup > Preferences. Click the Print Options tab. Check the box next to Verify Billing Statements to Send. Click OK. For more information about using QuickBill, log in to the Dentrix Resource Center and search for article #58054 Sending Electronic Billing Statements, to download the getting ...Dentrix Ascend has all these appointments in one spot, so you can find the perfect patient for any openings that may arise. To fill a schedule opening from the ASAP list: In the Calendar, select Actions > Fill Openings. By default, the panel opens in the ASAP tab.Weather factors into your day virtually every day. You need to know the weather to know how to dress and what time to leave for work or school. Your weekend plans may have to chang...Return to the Practice Definitions screen (in Office Manager click Maintenance > Practice Setup > Definitions) and select Claim Format. Select a line showing an old claim form code. This will copy the text of the line into the editable Definition Text boxes at the top of the window. Alter the text by typing the new claim format code of DX2024.Monitor your schedule regularly, and when you see that providers have open time in the schedule, use the tools in Dentrix find patients to schedule. To help fill unscheduled hours, try this: Use the ASAP List to find patients who want to come in sooner than scheduled. Use the Open List to find patients with flexible schedules.To run the report by category, in the Office Manager click Reports > Management > Practice Analysis Reports. Specify the desired Date Range for the report, and then under Select Summary Reports, select only Adjustment Summary and click OK. To run an adjustment report with patient names, from the Office Manager, click Reports > Management > Day ...For example, if you set the span as Before 1 Days and After 1 Months and today's date is January 1, 2009, DENTRIX generates a list of all patients due between December 31, 2008 and February 1, 2009. Note: If you use the Use Due Date Range option, you will need to change the date range every time you want to generate a new list. ...Right-click an open appointment time in the Appointment Book, and then click Fill Appointment. Select which list (s) of patients to target, such as Broken Appointments, Will Call, or ASAP. Then select other search criteria, including the provider, date range, and appointment length. Click OK to generate a list of patients that match your criteria.Are you in desperate need of a last-minute getaway but worried about the hefty price tag that often comes with booking flights at short notice? Fear not. In this ultimate guide, we...We would like to show you a description here but the site won't allow us.Dentrix: PLEASE change this! ×. Attachments Open full size. Jorge commented July 09, 2019 04:24 We were able to merge the ASAP list with the Unscheduled List by creating an Appt Reason and ASAP procedure code. This allows us to attach it to the appointment, say "wait/will call" and have it go to the unscheduled list.More than 35,000 dental practices rely on Dentrix practice management software. Dentrix leads the dental software market by providing solutions for both the clinical and business sides of your practice. Dentrix helps build your practice with integrated eServices—innovative dental software that adds new capabilities to your system—and ... If a patient does not appear on the ASAP List, click View and increase the Span of Search to 99 days. To add an appointment to the ASAP List. 1. In the Appointment Book, double-click the appointment that you want to specify as ASAP. The Appointment Information dialog box appears. 2. In the Schedule list, select ASAP. 3. Dentrix Ideas Home / DTX-I-2013 / New idea; 2 Vote Increase days on the ASAP List Increase the numbers of days to place patients on the ASAP list. Currently, the list will only populate out to 99 days. Currently we are our appointments are pushed out 6 months or more.When it comes to plumbing emergencies, time is of the essence. Ignoring a plumbing issue can lead to further damage and costly repairs. Knowing when to call for emergency plumbing ...To create an email campaign, log in to Patient Engage. Then, from the Dentrix Hub, click Marketing in the left menu, and then click Campaigns. Scroll through the templates and find one you want to use and then click Use Template. Or, click Custom to design your message from scratch. The campaign builder will guide you through the three-step ...Make your Lab Case Manager useful again by changing your default view! In the Lab Case Manager, select Views. Click the Misc. Options tab and uncheck the Finished checkbox. Then, at the bottom of the window, check the Save as Default box, and click OK. The Lab Case Manager will open much faster now on this computer, without displaying the ...Building Your ASAP List October 30, 2019 It doesn’t need to be difficult to keep track of patients wanting an appointment right away. In these situations, you can offer to call the patient if a time becomes available. In Dentrix Ascend, you can flag scheduled appointments as ASAP (As Soon As...For example, if you set the span as Before 1 Days and After 1 Months and today's date is January 1, 2009, DENTRIX generates a list of all patients due between December 31, 2008 and February 1, 2009. Note: If you use the Use Due Date Range option, you will need to change the date range every time you want to generate a new list. ...In the Office Manager, from the Reports menu, point to Lists, and then click ASAP List. For step-by-step instructions on how to run this report, see the Dentrix Help (in the Office Manager, from the Help menu, click Contents ).The "new" ASAP list format is awful. Too many steps to click through to get the list generated. I have to shut down my current screen to even see the ASAP list. Before it would just show up over the appointment book page. I now have to set perimeters to view it. Before it would just pop up the list of whoever was flagged ASAP.By leaving the Due Date range empty, Dentrix will include the patients whose due date is not in the same date range as their appointment. Leave the Prior Treatment range fields empty. This option will limit the reminder card list to patients who last came in for the selected continuing care types during the date range specified.The ASAP list works well when in a crunch and need to fill an appointment. Though it does not keep any record as to previous texts or communication with the patient. It would be awesome if it would integrate with HUB1, if a patient were to text back we can easily identify. Also, could we include an option button for the first patient of the ...For practice, let’s create a template in Dentrix. Follow the steps below to design a New Patient Exam template that you can use for clinical notes during every new patient exam. With a patient selected in Patient Chart, click the Clinical Notes tab at the bottom of the window. Next, click the Template Setup icon on the right of the panel.If your office is using route slips, you'll want to save time by printing the slips for the entire day at one time. In the Office Manager, click Reports. Point to Lists, and then click Daily Appointment List. Select the Provider, Appointment Provider, Operatory, and Appointment Date options. Under Select Report Types, check the box next to ... Building Your ASAP List October 30, 2019 It doesn’t need to be difficult to keep track of patients wanting an appointment right away. In these situations, you can offer to call the patient if a time becomes available. In Dentrix Ascend, you can flag scheduled appointments as ASAP (As Soon As... In the Ledger, click Close Month on the menu bar. Or, if you're working in the Task Scheduler, click the Close Month Now button. At the top of the Month End window, you'll see the last month for which transactions were closed. Using the drop-down options, choose the month and year you'd like to close. Dentrix will close all of the months ...To print, export, or delete a report. 1. In the Office Manager toolbar, click the Dentrix Reports button. The Dentrix Reports window appears. 2. From the generated reports list, click the report or reports that you want to print, export, or delete, and then click the corresponding toolbar button. · You can also right-click the desired report ...Select the appropriate patient in the Patient Chart. Click the Progress Notes tab to open the Progress Notes panel. On the Progress Notes toolbar, select the Clinical Notes and Expand Notes view options. All of the patient's clinical notes will be displayed within the Progress Notes list with the notes expanded so you can see the text of each ... that works with Dentrix to make your life insanely easier. Dental Intelligence is u

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