The April 2024 release of Dentrix includes these features:
- Assign Dependent Coverage Outside of Family
- Bulk Information Changes
- Dentrix Workstation Setup Utility
- New Patient Workflow
- Miscellaneous Features
- Bug Fixes
Assign Dependent Coverage Outside of Family (24.6)
Assigning insurance plans between subscribers and dependents has never been simpler! The redesigned subscriber selection menu provides faster access to all family members who are subscribers to a plan. Beside each name is listed the plan and subscriber’s ID, making it easy to identify the plan you are looking for!
The menu also includes an option “Assign dependent coverage outside family.” Select this to select any insurance subscriber within Dentrix and assign their insurance plan to the dependent patient.
Bulk Information Changes (24.6)
After creating a custom list through Letters & Custom Lists, the Dentrix List Manager allows you to select multiple patients and change their patient status or assigned fee schedules as a group.
Dentrix Workstation Setup Utility (24.6)
A new customer self-service utility is available through www.Dentrix.com/WorskationInstall that simplifies installing Dentrix on a workstation computer. It assists you by searching the network to locate the Dentrix server and prompts for correct network permissions so that the install can complete with fewer “surprise” interruptions.
New Patient Workflow (24.7)
When you create new patient appointments, you will now create a non-patient record. This allows you begin entering all known patient information, which may include entering their insurance information, updating health history, adding a patient picture, or attaching documentation in the Document Center. When the patient has procedure information completed for the first time, Dentrix also updates their status to “Patient” and enters the first visit date information for you.
The Appointment List now includes an “Unscheduled New Patient” list option, helping you track and delete or archive the records for new patients who broke their appointment.
Miscellaneous Features
Installation Progress Indicator (24.7)
The full installation of Dentrix was changed to include text that better informs you of the installation’s progress (for example, “Stage 3/8”).
New Settings Change Notification (24.8)
Many of the settings found under Office Manager → Maintenance → Practice Setup require Dentrix to be restarted or the module refreshed for changes to take effect. To help avoid confusion and unnecessary troubleshooting from support, a reminder message has been added to the top of the menu.
Password Permission Templates (24.8)
In User Password Setup, five new default permission templates have been created to help quickly set up users and permissions. These are especially helpful for new Dentrix installations.
- _Owner/Manager Template
- _Doctor Template
- _Admin Template
- _Clinical Template
- _Temp/Clinical Template
Steps in illustration:
- Select a provider or staff member.
- Select a template.
- Click “Apply Permissions Template to User” button
Easy Log Out (24.8)
Click your user name, then quickly logout and close all open Dentrix modules.
Bug Fixes
- Prescription names were not saving the name correctly when some special characters were used (24.6).
- Office Journal notes related to deleted referral records were resolved (24.6).
- Resolved an issue submitting billing statements electronically using the combination of options “Print Agreed Payment” and “Exclude Outstanding to Insurance” (24.6).
- Corrected an issue where the Insurance Benefits window in the Treatment Planner was incorrectly including paid benefits in the estimated amount (24.6).
- Resolved a display scaling issue in Family File where a window displayed at 125% would resize to 100% after one minute (24.6).
- Resolved an alphabetical sorting problem on the Referred by Doctor/Other report (24.6).
- Paste now works correctly when using the Home Phone and Social Security # options in the Select Patient Window through Appointment Book (24.6).
- When double clicking a perio exam in the chart progress notes, the Perio Chart now launches instead of displaying the error “Unable to launch perio module” (24.6).
- Corrected the print alignment of the 2024 claim form (24.6).
- Improved reporting of frequency limitations and dependent view from responses to insurance eligibility (24.6).
- Corrected an issue that denied permissions to many Dentrix Developer Program partners (24.6).
- After deleting Treatment Plan Cases, orphaned case status records remained in the database (24.7).
- Troubleshooting log information has been made more complete. It now indicates when a necessary Update Manager file is missing (24.7).
- Corrected misspelled words in the Help menu of the Patient Chart (24.7).
- Updated a support insurance maintenance utility to correctly recognize insurance subscribers who reside outside of the dependent patient’s family account (24.7).
- Corrected an issue that was causing slowness in the Appointment Book when selecting an appointment or resizing the window (24.7).
- When entering an insurance plan, the error “Invalid State” will now stop the window from closing, allowing you to correct the problem (24.8).
- Signature Manager will no longer create an empty configuration file when no settings were changed (24.8).
- Corrected an issue where Dentrix Smart Image was incorrectly reporting offices as having a valid license (24.8).
- The Dentrix installer will no longer overwrite taxonomy codes that have been customized by your office (24.8).
- Corrected a problem where, on computers with a display resolution of 125% or higher, the Appointment Book would shrink in size after being open for one minute (24.8).
- The Expected from Dental Insurance amount displayed in the Ledger will now update after payment is made and the claim marked as partially paid (24.8).
- Corrected grammatical errors in the Dentrix Workstation Setup wizard (24.8).
- Resolved an error where Dentrix would not prompt for correct network credentials if Guest/Anonymous access was being used (24.8).
- Resolved a discovered issue that was resetting automatic update preferences after updating Dentrix versions (24.8).
- Corrected a problem where the “Choose one of the existing family plans” pop-out window would only work once per patient insurance editing session (24.8).
- You may now clear a primary insurance plan and then immediately select another plan from the “Choose one of the existing family plans” pop-out window, without closing and reopening the patient’s insurance first (24.8).
- Better logic is now applied to choose the default Relation to Subscriber option when choosing an insurance subscriber outside of the family (24.8).
- Corrected a problem specific to Dentrix 24.7 that was preventing part of the new patient workflow (dealing with broken appointments) from being visible (24.8).
- When running Dentrix 24.7 or newer, you will now be able to use the “New Patient With Appt” menu item in the Family File if you are working with a new patient appointment that was created before the update (24.8).
- Corrected an slowness issue in the Appointment Book when a large number of patient insurance eligibilities existed I the view (24.8).
View the Release Guide.
These versions of Dentrix were known as Dentrix 24.6, 24.7, and 24.8.
