Every day you have to find, add, or update patient information for your practice. You need up-to-date information to contact patients, schedule appointments, and bill insurance carriers and patients. The Dentrix Family File stores patient records like contact information, insurance information, family members, and medical history. The Dentrix Document Center stores documents like x-rays, intraoral photos, and referral information.
In this course, you will get to know the Dentrix Family File and Document Center and learn how to perform essential Dentrix tasks like creating patient records, assigning insurance, and adding health history information and documents.
Course Content
Assign Patient Insurance Coverage
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Assigning Primary Insurance to a Patient
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Assigning Primary Insurance to a Dependent
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Assigning Secondary Insurance When the Patient is a Subscriber to Both Plans
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Assigning Secondary Insurance When a Family Member is the Subscriber
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Assign Secondary Insurance When the Subscriber is not a Member of the Family
- Assigning Primary Insurance to a Patient
- Assigning Primary Insurance to a Dependent
- Assigning Secondary Insurance When the Patient is a Subscriber to Both Plans
- Assigning Secondary Insurance When a Family Member is the Subscriber
- Assign Secondary Insurance When the Subscriber is not a Member of the Family
Take a Test and Earn a Certificate
Take the patient information test for teams to see what you know and how you can improve When you pass the test, you’ll receive a certificate.
What Comes Next
Take Scheduling Essentials for Teams, pass the test, and earn the certificate.
When you earn both the Patient Information and Scheduling certificates, you’ll be awarded the Dentrix Front Office Specialist certificate.
For more information about becoming a Dentrix specialist, visit www.Dentrix.com/Mastery.
Course Content
Assign Patient Insurance Coverage
-
Assigning Primary Insurance to a Patient
-
Assigning Primary Insurance to a Dependent
-
Assigning Secondary Insurance When the Patient is a Subscriber to Both Plans
-
Assigning Secondary Insurance When a Family Member is the Subscriber
-
Assign Secondary Insurance When the Subscriber is not a Member of the Family
- Assigning Primary Insurance to a Patient
- Assigning Primary Insurance to a Dependent
- Assigning Secondary Insurance When the Patient is a Subscriber to Both Plans
- Assigning Secondary Insurance When a Family Member is the Subscriber
- Assign Secondary Insurance When the Subscriber is not a Member of the Family