Works with Dentrix
Dentrix keeps a running list of every diagnosed, unbooked treatment plan. Pull it yourself in a few minutes, or connect Dentrix to Codent and our U.S.-based treatment coordinators will follow up and book those patients for you.
Free, no obligation · BAA signed before we touch any data · Trusted by 120+ dental offices
Integration difficulty
Involved
Time to live
Within a day
To install
Small remote access tool
Your time
About 15 minutes
Use the Unscheduled Treatment Plans report in the Office Manager. Anyone with reporting access can run it, usually the office manager or treatment coordinator.
Office Manager › Reports › Lists › Unscheduled Treatment Plans
Open the Office Manager, then go to Reports › Lists › Unscheduled Treatment Plans.
Set the date range to the last 24 months and leave provider and patient ranges set to All.
Choose Detailed Report to show insurance benefits, and uncheck Referred TO Procedures and Continuing Care Procedures.
Click OK, then open the report from the Batch Processor. Totals are at the end.
For a sortable on-screen view, open Options › Treatment Manager in the Appointment Book.
Too high
Alternates and inactive patients count
Every treatment-planned procedure is included, even alternate options and patients who have left the practice.
Inconsistent
Two people, two totals
Referred-out and continuing care settings swing the number, so it changes depending on who runs it.
Static
A printout, not a work list
The report comes out of the Batch Processor. Nobody can work through it patient by patient.
We read
Treatment plans
Appointment history
Insurance benefits
Patient contact details
We write
Appointments, added to your Dentrix schedule
Your reminder tools, like Weave, pick them up as normal
You stay in control
See every message we send
Review patients before anyone is contacted
Nothing goes out until you approve a launch
Multiple locations? Your report can break out each office.
Dentrix runs on your office server, so setup takes one small install.
What gets installed
A small remote access tool on the computer or server that runs Dentrix, plus that machine’s Windows login and a Dentrix login.
Agreement
Codent signs a Business Associate Agreement (BAA) before any data is accessed.
Access
Full read access to your practice software. Partial or read-only pulls aren’t supported.
Time on your side
About 15 minutes for your IT team.
Patient outreach
Nothing is sent to patients until you review the report and approve a launch.
Practices already recovering revenue
$69,590 recovered
“What I like about Codent is that it gives us another layer of consistent follow-up without putting more work on our team.”
Dr. Kipp Klein, Owner
Highland Dental Clinic, Liberty, MO
$50,000+ in documented revenue
“To date, there is a documented $50,000 in revenue added…”
Dr. Adrian Cummins, Owner
Cummins Dental, Silver Spring, MD
$27,205 booked
“I can’t hire a part-time employee for what we pay Codent.”
Christa Byrd, C.D.P.M., Office Manager
Hayslip Center for Family and Cosmetic Dentistry, Warner Robins, GA
Is this Dentrix G-series or Dentrix Ascend?
This page covers server-based Dentrix (G-series). On the cloud version? See the Dentrix Ascend page.
Does my IT team need to be involved?
Usually for about 15 minutes, to install the remote access tool on the Dentrix computer. Nothing is used until the BAA is signed.
We’re switching practice management software soon. Should we wait?
No. We can connect your current system now and reconnect when you move, so your report and follow-up don’t pause.
Do you work with Weave, Vyne or our reminder system?
Yes. Codent works the unscheduled treatment list your reminder tools don’t touch, and books into Dentrix, so your other tools see the appointments as normal.
Connect Dentrix and we’ll build your free Missed Revenue Report: total unscheduled treatment, which patients to call first, and how our U.S.-based treatment coordinators would follow up and book them. Most Dentrix offices are connected within a day.
Can't find the answer you're looking for? Get in touch at hello@codent.ai
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