How To Change Provider Color In Dentrix

In order for reports in Dentrix to be authentic, it's critical to enter new doctors and hygienists properly.

When it comes time to add a new doctor or hygienist to your practice, it's critical that they are entered into Dentrix properly from the very kickoff in order for reports to be authentic.

Outset, you lot'll need to assign the provider a four-digit provider ID. Information technology's important to consider how you want to use provider IDs in your office because one time assigned, they can't be changed. Some offices employ DDS1, DDS2, HYG1, HYG2, and so forth. Other offices use provider initials. I would recommend that whichever organization y'all cull, keep information technology consistent throughout the role.

Set up the new provider in the Practice Resource Setup in the Dentrix Function Manager. Click the green plus sign to add together a new provider. And so enter the provider ID y'all've decided on and the rest of the provider's pertinent data, including license data. Doctors should e'er be assigned as primary providers in Dentrix, while hygienists should be assigned as secondary providers.

Once you have entered the provider's data and clicked OK, you can set upwardly their scheduled workdays and hours.

Select the provider in the list, and and so click the Setup Selected Provider button.

You can also schedule vacation days for the provider past clicking the Schedule Selected Provider push, to ensure accurate reporting.

Now that yous've fix your new provider properly, what should you do with a provider they are replacing, such as if HYG2 is new to your practise and is replacing HYG1?

It'south all-time to inactivate providers that no longer work in your practice. The benefit of inactivating them is that they won't continue to show up on reports, and they won't continue to appear in the list of providers to choose from when scheduling appointments or setting procedures complete. That way appointments and procedures won't be assigned to them accidentally.

If you lot're using Dentrix G7.four or later versions, you can apply the Inactivate Provider feature to streamline the process of inactivating a provider. First you must select a replacement provider for the provider you are inactivating. It's important to replace a doc with another doctor and a hygienist with some other hygienist because any treatment-planned procedures and upcoming appointments assigned to the provider yous are inactivating will be replaced with the replacement provider. Procedures and clinical notes that are history for the provider yous are inactivating won't be changed; this alter would but affect handling planned procedures and upcoming appointments.

Once you lot have selected a replacement provider, y'all will have the pick to transfer any outstanding patient balances owed to the provider you are inactivating to the replacement. In the example I gave before of HYG2 replacing HYG1, it would be a good idea to transfer patient balances, providing that HYG1 was an employee paid based on an hourly rate and non on collections. If you are inactivating a physician who was paid based on collections, have a discussion with your do owner before transferring whatsoever patient balances because that dr. may still have outstanding collections owed to him or her.

If you lot do choose to transfer balances, Dentrix will so requite you an choice to select an adjustment blazon to use to transfer these balances. I recommend you use a unique adjustment type for this type of internal balance allocations instead of something generic. For case, use something like Provider Adjustment Credit, and not Misc. Credit. That manner you can easily track these internal offsetting adjustments.

Side by side, Dentrix will provide you with a list of changes that will happen once the provider is inactivated. Be sure to review this list carefully so you are aware of all the changes that will be made. The concluding step is to click the Inactivate push.

The procedure of entering new providers properly into Dentrix is critical so that reports summate information accurately. It's also of import to inactivate providers that no longer work in your practice. That fashion they won't appear on and skew reports. They also won't announced on the list of providers to select from when scheduling appointments or setting procedures complete. The inactivate provider feature in Dentrix G7.4 can assistance you to streamline the process of inactivating providers.

Larn More

For additional data, see the following :

The Importance of Inactivating Providers in Dentrix
New Characteristic Video – G7.4 Inactivate Provider

By Charlotte Skaggs
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 adjacent 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 perspective of a practice owner. Charlotte has been using Dentrix for over twenty years and is a certified Dentrix trainer. Contact Charlotte at vectordentalconsulting@gmail.com.

Source: https://magazine.dentrix.com/managing-providers-how-to-add-and-inactivate-them-in-dentrix/