Accounts Receivable Management Workshop

Take control of your patient A/R.

This Dentrix Workshop teaches you how to simplify the billing statement process, make accounts receivable routines easier and more effective, enhance the effectiveness of collections efforts and lower your outstanding patient A/R.

You’ll learn how to use a range of Dentrix features to enter patient procedures and payments, find and target specific groups of patients with overdue balances, generate and understand important reports that will help you evaluate your A/R at a glance, monitor the effectiveness of your collections efforts and track the effect of outstanding balances and adjustments. We’ll teach you tips and tricks for Dentrix G7 features including Reports and Tasks Scheduler for closing the month.

This is a one-day, hands-on class for experienced Dentrix users. If you have limited experience with Dentrix, consider taking the Dentrix Essentials workshop before this one.

Who Should Attend

The Accounts Receivable Management Workshop is for you if you:

  • Are a front office Dentrix user, office manager, financial coordinator or responsible for collecting patient payments in your office
  • Want to learn about the reports and features you can use to monitor your accounts receivable and find ways to reduce it
  • Need to streamline your current billing statement process so you can spend less time creating and sending statements
  • Want a hands-on training experience with a Dentrix certified trainer
  • Want to learn from your peers and build your professional network
  • Want to get away from the distractions of the office for a full day focused on learning
  • Are preparing for the Billing & Accounts Receivable Dentrix Mastery Tracks test

What You'll Learn

Managing Patient Transactions and Financial Notes

Dentrix G7 has powerful tools that can make your A/R more effective. This workshop will teach you how to properly enter patient payments and procedures and allocate them to the correct providers. Learn to easily close the month using Reports and Tasks Scheduler. Discover how to use adjustments to enter discounts and refunds or to correct posting errors in History. Learn about guarantor notes and patient alerts and decide which financial notes to make in each place so the correct people in the office have access to the financial information they need.

Improving the Billing Statement Process

Discover how to use many billing statement options you don’t know about. Find out how features like the Verify Billing Statements to Send option or the If Not Billed Since feature will save you time and help you avoid looking through each printed statement manually before you send them. Learn how to make your billing statements easier for your patients to read and understand to reduce follow-up calls and discover how you can save a copy of billing statements in your system so you can see the same statements your patients are looking at when they call you with questions.

Collecting Outstanding Balances

Learn how to use the Collections Manager to break your collections into small, manageable groups of patients. Find out how you can focus your collections efforts on the highest-risk accounts. Learn how to track collections conversations, create customized collections letters, set up patient payment agreements and thoroughly document all collections contacts.

Monitoring Your A/R and Performing A/R Routines

Learn how to generate and interpret important A/R reports that will help you see your A/R at a glance, monitor the effectiveness of your collections efforts and track the effect that outstanding balances and adjustments are having on your bottom line. Learn how to use Reports and Tasks Scheduler to easily close the month and year and discover why it’s important to perform monthly A/R routines like assigning finance charges and late charges.

Henry Schein One is designated as an Approved PACE Program Provider by the Academy of General Dentistry (AGD). The formal continuing dental education programs of this program provider are accepted by the AGD for Fellowship, Mastership and membership maintenance credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement. The current term of approval extends from 01/01/2019 to 12/31/2024. Provider ID#: 218910. Lecture-style class.

Learn More About the Accounts Receivable Management Workshop

General Workshop Information

Workshops Offered

Special Offer

Register at least three weeks early and save $40 per seat. Discount automatically applied when you register.


$299 / $259 early bird

Contact Us