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2022 Catalog: General Courses

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DE0358: IHS Monthly EDR Series: Developing Workflows to Support Insurance Plan and Dental Claim Management in Dentrix Enterprise [Recorded Webinar]

Date: 10/01/2021 - 9/30/2022
Course Status: Completed
Facility: Online
Location: Online
Instructor: Theresa Romero
Director: Joel Knutson
Level: Basic
Audience: Support Staff, Assistants, Hygienists, Dentists
Quota: 1 - 250 students
Tuition: $0.00
Hours: 2.00 (Total CDE); 2.00 (DANB Non-Clinical); 2.00 (AGD - 550)
Joint Sponsorship: No
Lecture icon Question and Answer icon

During this webinar you will learn workflow strategies to create, use and manage insurance plans in Dentrix Enterprise. Insurance plans in Dentrix Enterprise support dental claim creation, patient estimates for dental care and internal team communication of dental plan benefits. Join us as Theresa Romero, certified Dentrix Enterprise trainer presents tips that will benefit your dental patient readiness processes.

Presenter: Theresa Romero
Theresa Romero has extensive knowledge in the dental industry. She began her career as a dental assistant, then transitioned to the management side of the practice. Theresa became a Certified Dentrix Trainer in 2004 and continued her role in management for a private dental practice. In 2011, after having a huge impact on the office she managed, Theresa joined the Dentrix Enterprise training team full time. Since that time, she has been enhancing the utilization of Dentrix Enterprise in organizations across the country.

•   Review of the RPMS to Dentrix Enterprise patient information [ADT] interface messaging for insurance plans
•   Learn to develop and improve systems to support insurance plan use in Dentrix Enterprise
o   Review setup processes for creating insurance plans and fee schedules
o   Discover the use process for attaching insurance plans and fee schedules within Dentrix Enterprise
o   Discover the best practice for developing insurance plans to support insurance claim creation
o   Incorporate the More Information window to support identification of patient readiness
o   Produce treatment plans for clinical review and/or dental care presentation
•   Learn reporting tools and systems for maintaining strong insurance plan systems.
o   Review 3 key reports and tools to help manage insurance within Dentrix Enterprise
o   Discover the process to join and purge dental insurance plans in Dentrix Enterprise to maintain a more accurate insurance plan system

Learning Objectives:

Upon completion of this webinar, participants will be able to:
1.   List 2 setup processes which are important for establishing accuracy with dental insurance plans
2.   Identify the Dentrix Enterprise window that provides a comprehensive review of patient readiness
3.   List 2 Dentrix Enterprise reports you can use to manage your insurance claims

Speaker / Presenter:

Theresa Romero — For follow-up questions, please contact the speaker at

Disclosure Policy:

It is the policy of the Indian Health Service, Division of Oral Health, that faculty/planners disclose any financial or other relationships with commercial companies whose products may be discussed in the educational activity. The Indian Health Service, Division of Oral Health, also requires that faculty disclose any unlabeled or investigative use of pharmaceutical products and medical devices. Images that have been falsified or manipulated to misrepresent treatment outcomes are prohibited.

None of the faculty/planners for this activity has a conflict of interest, and there is no use of unlabeled or investigative pharmaceutical products or medical devices. No images have been falsified or manipulated to misrepresent treatment outcomes.The educational objectives, content, and selection of educational methods and instructors are conducted independent of any commercial entity.

The IHS Division of Oral Health is an ADA CERP Recognized Provider

The IHS Division of Oral Health is an accredited sponsor of continuing education under the American Dental Association Continuing Education Recognition Program (CERP). ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the IHS at IHS CDE Coordinator or to the Commission for Continuing Education Provider Recognition at


Participants should be end users of the IHS Electronic Dental Record.

Tuition Payment Information:

Please Make Checks Payable to: Indian Health Service.

Tuition Policy:

Tuition must be paid in full 8 weeks prior to the start date of any course. Request for refunds must be received in writing at least two weeks before the course begins. For each refund request, there will be an administrative charge of $100. No refunds will be made to registrants who fail to attend a course. If IHS CDE program cancels a course, then 100% of the tuition will be refunded.