Assistants who work in Dentrix

AssistBPO's Dentrix virtual assistant is an employed dental admin who works inside your own practice database. Filling the Appointment Book, working Continuing Care recall lists, verifying eligibility, posting insurance and chasing unscheduled treatment.

HIPAA-trained staff, a signed BAA and minimum-necessary access. We supply the person, a trained backup and a team lead.

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Dentrix

Dental practice management by Henry Schein One Β· US

Dentrix is a product of Henry Schein One. The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held.

Β· Reviewed by Issabela Masters

Why do Dentrix users need a virtual assistant?

A dental front desk is interrupted every ninety seconds. Patients check in, the phone rings, a hygienist needs a chart, and somewhere under that is the work that actually fills tomorrow: recall calls, unscheduled treatment follow-up, eligibility checks for next week, claims that came back rejected. Dentrix shows all of it clearly in Continuing Care, the Treatment Planner and the aging reports, and most practices simply never get an uninterrupted hour to work those lists. An assistant has that hour, every day. They call recall patients, fill openings from the ASAP list, verify benefits before appointments, post and follow up claims and keep the schedule productive while your front desk looks after the people standing in front of them.

What can a virtual assistant do inside Dentrix?

Appointment Book
Schedules, reschedules and confirms appointments in your provider columns, respects block scheduling rules and fills short-notice openings from the ASAP list.
Continuing Care recall
Works the recall lists by due month, calls and texts patients who are overdue for hygiene, books them and records why anyone declines.
Insurance eligibility
Verifies coverage, remaining benefits, frequency limitations and deductibles before the visit and writes the results onto the Family File and the appointment note.
Claims and attachments
Submits claims, attaches narratives, x-rays and perio charts as your clearinghouse requires, and works rejections and outstanding claims by aging bucket.
Ledger and patient balances
Posts payments and adjustments as your office manager directs, sends statements on your cycle and makes courteous balance calls with payment plan options you approve.
Treatment Planner follow-up
Works the unscheduled treatment report, calls patients with accepted but unbooked treatment and books the appointment while the case is still fresh.
Family File and patient records
Keeps demographics, subscriber details, employers and contact preferences current, and merges the duplicate records that build up over years.
Reports and daily close
Pulls the day sheet, production and collection, open hours and recall effectiveness reports, and adds a short note on what needs attention tomorrow.

Integrations we handle

  • Dentrix and RingCentral

    Patient calls answered in your practice name with call notes written back to the appointment or account.

  • Dentrix and Weave

    Two-way patient texting for confirmations, recall and short-notice openings, with every conversation summarized into the record.

  • Dentrix and DentalXChange

    Eligibility checks and claim submissions run through your clearinghouse; rejections worked the day they appear.

  • Dentrix and QuickBooks Online

    Daily deposits and adjustments reconciled with your bookkeeper so the ledger and the bank agree at month end.

  • Dentrix and Google Workspace

    Shared drive used for approved forms and checklists only. Patient information stays inside Dentrix and your approved systems.

Which Dentrix admin tasks can you delegate?

  • Work the Continuing Care recall list every day
  • Fill tomorrow's openings from the ASAP list
  • Confirm next-day appointments by phone and text
  • Verify insurance eligibility before each visit
  • Enter subscriber and plan details in the Family File
  • Submit claims with the required attachments
  • Work claim rejections and aged outstanding claims
  • Post payments and adjustments as directed
  • Send patient statements on your cycle
  • Call patients with unscheduled accepted treatment
  • Merge duplicate patient records
  • Pull the day sheet and production report with notes

Roles that work in Dentrix

Services delivered in Dentrix

Other dental practice management tools we work in

Frequently asked questions

What does a Dentrix virtual assistant do day to day?

Mornings are schedule first: confirm tomorrow, fill today's holes from the ASAP list, check that every patient arriving in the next two days has verified benefits. Late morning is recall, working Continuing Care by due month with calls and texts. Afternoons carry insurance: claims out, rejections worked, aged claims chased, payments posted as your office manager directs. Then the unscheduled treatment list, calling patients who said yes to a crown and never booked. The end-of-day report shows appointments booked, recall reached, claims submitted and balances collected.

Do you have Dentrix certified assistants?

We train every dental assistant on Dentrix before they touch a live database: the Appointment Book, Continuing Care, Family File, Ledger, Treatment Planner, insurance and the standard reports. That training is internal to AssistBPO. We do not claim Henry Schein One vendor certification for our staff, and AssistBPO holds no Dentrix partner, reseller or affiliate status. On privacy, no vendor or government body certifies a company as HIPAA compliant, so we do not claim it. What we provide is HIPAA-trained staff, a signed BAA and minimum-necessary access.

How much does a Dentrix virtual assistant cost?

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated dental admin is priced per person for a monthly block of hours in your time zone, not per call or per claim, so a heavy recall push does not change the bill. Your Dentrix license and support contract stay with the practice and are billed by the vendor directly. Single-location practices often start with part-time hours on recall and insurance, then extend once the schedule starts filling.

How do you protect patient information?

We sign a business associate agreement before access is granted. Assistants complete HIPAA training at onboarding and annually, and work from managed company devices with disk encryption, two-factor authentication, locked screens and no local storage of patient information. Access follows the minimum-necessary principle: the modules they need for the tasks you assign, nothing else. Background checks are run before hire, confidentiality agreements are signed, and access is revoked the day an engagement or a person changes. Any suspected incident is reported to you promptly under the BAA terms.

How does the assistant connect to our server-based Dentrix?

Through whatever secure remote path your IT already uses, most often a remote desktop session or a terminal server login into your practice network, controlled by you. We do not copy the database, install anything on your server or take patient information onto our systems. Your IT provider creates a named Windows and Dentrix user for the assistant with the permissions you choose, and can restrict hours and locations. Sessions are logged on your side, so the practice keeps its own audit trail of who did what.

Can the assistant call patients about money?

Yes, if you want that. Balance calls are made politely, from your scripts, offering the payment options you have approved and nothing improvised. Patients who dispute a balance or ask about treatment decisions are routed to your office manager or the doctor. We are not a collection agency and we do not work third-party collection accounts. Outbound reminder, recall and balance calls all run with lawful consent and do-not-call scrubbing, and contact preferences recorded in the patient record are respected.

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