The Dentrix Document Center, when used correctly and consistently, can help your practice take a huge step in the direction of becoming paperless. Storing documents that you previously kept paper copies of, such as EOBs, patient health histories, X-rays or patient or referral correspondence, within the Document Center not only saves filing cabinet space in your office, but makes accessing the documents at a later time a whole lot easier.
Prior to using the Document Center, if you received an EOB in the mail from an insurance company, you probably made a copy of it and filed it with all patients listed in the EOB, as well as with the insurance company from which it was received. The Document Center allows you to do these same steps—only without paper or copies. You can scan the EOB into the Document Center and then attach it to the relevant sources (patients, providers, insurance carriers, etc.).
When you scan paper documents into the Document Center, they are stored as Unfiled documents. Unfiled documents are not attached to patients or providers until you assign them to a source. From the Document Center Unfiled Documents dialog box in Dentrix, you can edit document information to attach a document to a source, ensuring that the document is “filed away” in the appropriate location within the Document Center. For example, if you scanned a batch of EOBs into the Document Center, you would want to attach each EOB to the appropriate patients or insurance carriers and enter Document Information to assign a document type, description, and note to the document.
To attach an unfiled document to a source:
Working to keep your Unfiled Documents window manageable is a worthwhile goal. Set time each day to make sure that Unfiled Documents are assigned to sources and organized so that you have access to them when you need them.
For more information about managing unfiled documents, see the “Entering document information,” “Modifying document attachments” and “Editing document information” topics in the Dentrix Help.