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.