How To Activate a Patient in Dentrix

How To Activate a Patient in Dentrix

What is Patient in Dentrix?

Dental practices thrive when they have strong communication with their patients. With Dentrix Patient Engage, you can automatically send appointment and re-care reminders in the ways your patients prefer. Build and protect your practice’s reputation with a suite of tools, from surveys to patient newsletters. With features such as the convenient, self-scheduling in Online Booking, Patient Engage helps you reduce missed appointments and improve production as you build relationships with current and future patients.

How To Activate a Patient in Dentrix

  • In the Office Manager, from the Analysis menu, click Patient List.
  • Click Add.
  • Give your list a name in the List name field.
  • Add any filters you deem are necessary to define your active patient list.
  • Click the blue arrow button.

Frequently Asked Questions

How do you make a patient inactive on dentrix?

Open the Family File for each patient on the Inactive Patient List. Double-click the Patient Information block and change the patient’s status from Patient to Inactive. Repeat this process for all patients on the list.

What happens when you archive a patient in Dentrix?

Archived patients are removed from all search results and continuing care lists, all future appointments for the patient in the Appointment Book are deleted, and all insurance information in the Family File is deleted.

How to do billing in dentrix?

After your QuickBill service is activated, open the Dentrix Office Manager and click Maintenance > Practice Setup > Electronic Billing Setup. Enter your office’s assigned credentials and wait for the “Account Verified” checkmark to appear. Then click Enable QuickBill Mail to activate this method of sending statements.

Where is dentrix customer ID?

It’s easy. Your Customer ID is the same as your Dentrix customer number. If you’re still unsure, contact us at 1-800-734-5561.

How do I process a payment in dentrix?

In the Amount field, enter the value of the electronic credit card. In the Payment Type list, select Credit Card Payment. Click the Process Card button. Dentrix Pay will prompt you to type the virtual credit card number on the PINpad, and then it will process the payment.

How do you see how many patients are active in Dentrix?

In Dentrix, the Practice Advisor Report helps you track the patient attrition KPI. It provides your Active Patient Count (the number of patients seen in either in an 18-month period or 24-month period, depending on how you define an active patient for your practice).

Can I log into Dentrix from home?

With support for BlackBerry®, iPhone™, iPad™, Palm Pre™ or Android™ smartphones, Dentrix Mobile keeps you in touch with your practice while you’re away. Dentrix Mobile gives you secure access to the important patient and schedule information you use to manage your practice — all from your smartphone or mobile device.

How many users does Dentrix have?

More than 35,000 dental practices rely on Dentrix® practice management software.

What is FIFO in Dentrix?

The FIFO (First In First Out) method applies the payment toward the oldest completed procedures first. The Equal Payments method splits payment amount equally among all providers with debit balances.

What is a billing type in Dentrix?

Billing types are account-specific, meaning that all the patients within a family will be assigned the same billing type. You can assign billing types from either the Family File or the Ledger. From the Family File, double-click the account information block. From the Ledger, click File > Billing/ Payment Agreement.