DentiBot AI

Practical Denticon tips from Desha, each with the help article it comes from.

1. 1

   Attach insurance before posting treatment

   In the Ledger's Bill column, D means a procedure can be claimed to one plan, and DD means primary and secondary. If insurance, or a secondary plan, is attached after procedures are posted, those procedures won't claim correctly, and the secondary claim won't be created automatically. To find records whose billing order needs correcting, run Reports > Insurance Reports > Unbilled Report Due to No Insurance.

   Sources: Help article 1·Help article 2

2. 2

   Print a walkout from the schedule

   Right-click the patient's appointment on the schedule, choose Print, then Walkout Report. If the next appointment is already in the Scheduler, it prints on the walkout, with the day of the week and the office name, address, and phone number. That's handy when the next visit is at a different location.

   Sources: Help article 1·Help article 2

3. 3

   Progress notes can only be edited the same day

   A progress note can be edited only on the day it was entered. After that day, it can be stricken through and the information re-entered. In a multi-location organization, edit same-day notes from the office where they were entered. Signing a note also locks it.

   Sources: Help article 1·Help article 2

4. 4

   Search inactive patients before adding one

   Duplicate patient records can't be merged into one, so before adding a patient, search with "Include Inactive Patients" checked on the Patient / Search Patient screen. If a duplicate does get created, inactivate it rather than delete it: click Edit in the Patient Information area, clear the Active checkbox, and click Save.

   Source: Planet DDS help article

5. 5

   Update statement dates after printing

   Run Update Statement Dates only after statements are generated and printed. Statements show only the transactions entered since the Last Statement Date, and procedures dated on or before that date can no longer be edited or deleted.

   Sources: Help article 1·Help article 2

6. 6

   Use a User View to move appointments between providers

   You can drag and drop, copy and paste, or cut and paste an appointment into another provider's column only while the Scheduler is on a User View (Scheduler View), set up under Setup > Scheduler > Scheduler Views. If moving suddenly stops working, check that the Scheduler hasn't been switched to a Provider View.

   Source: Planet DDS help article

7. 7

   Resend a claim without rebuilding it

   To resend an electronic claim, click the claim's date on the ledger, then click Recreate E-Claim. It goes to Utilities / Batch Claims Processing, ready to send with the Transmit Claims button. For a paper copy to mail, open the claim the same way and click Direct Print.

   Sources: Help article 1·Help article 2

8. 8

   Patient, Responsible Party, and Subscriber are different roles

   The patient receives the treatment. The Responsible Party promises to pay for the whole account and receives the statement. The subscriber is the insurance policyholder named on the claim. Each account has exactly one Responsible Party, but account members can have different plans and subscribers, or be cash patients.

   Source: Planet DDS help article