Decoding Icons and Symbols in Dentrix Enterprise

by | Feb 5, 2020 | Business & Team Management, Clinical Efficiency, Patient Record Management, Revenue Cycle Management, Schedule Optimization

You undoubtedly see a lot of patients throughout your workday. Some patients may have certain needs or circumstances that you should be aware of while providing them treatment.

Have you ever wondered what those symbols represent on appointments? These symbols can let you know if there’s important information about the patient or appointment that you need to be aware of during their visit. These symbols provide a visual cue if they have an alert or any specific medical needs.

Dentrix Enterprise also provides specific symbols in other parts of the software, such as the Ledger, that provide important information. Let’s review the helpful icons and symbols you may encounter in the Appointment Book and Ledger.

Let’s review the helpful icons and symbols you may encounter in the Appointment Book and Ledger.

Appointment Book

Each appointment can display helpful symbols in the upper-right corner giving you a quick view of the appointment status and any patient alerts, patient notes, appointment notes, insurance eligibility, and/or medical alerts the patient may have.

A red dot indicates that the appointment has been flagged as the patient being late for it.
An “E” indicates that the patient has insurance coverage, and the color of this icon indicates the status of the patient’s eligibility for coverage.
Yellow is “Unknown.”
Green is “Eligible.”
Red is “Not eligible.”
A yellow flag indicates that the patient has a patient alert.
A blue musical note indicates that the appointment has a note.
A red plus sign indicates that the patient has a medical alert.

Note: You can hover your mouse over the appointment to get more details or click on the icons to open a window with more information.

Ledger

Symbols in the Ledger can give you a quick understanding of specific information attached to various procedures at a glance.

Δ A hollow triangle indicates that the procedure code can be medically cross coded.
▲ A solid triangle indicates that this code has been medically cross coded.
^ A carat before the description text indicates that the date for this line item was changed and backdated.
* An asterisk before the description text indicates that this line is in history and cannot be edited.
{s} An “S” in brackets indicates that this payment was not applied to any line item(s) and has been suspended.
D A “D” in the description text indicates that this code has a dental diagnostic code attached.
{ } Empty brackets in the Amount column indicates there is a split payment.

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