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2022 Catalog: General Courses

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DE0630: IHS Monthly EDR Series: Dentrix Best Practices: Insurance & Ledger Management [Recoreded Webinar]

Date: 4/21/2022 - 9/30/2022
Course Status: Completed
Facility: Online
Location: Online
Instructor: Cindy Abreu
Director: Joel Knutson
Level: Basic
Audience: Support Staff, Dentists, Assistants, Hygienists
Quota: 1 - 250 students
Tuition: $0.00
Hours: 1.00 (Total CDE); 1.00 (DANB Non-Clinical); 1.00 (AGD - 550)
Joint Sponsorship: No
Lecture icon Question and Answer icon

This course is designed to provide attendees with a deeper understanding of the setup and maintenance of dental insurance plans and the setup and maintenance of the Patient Ledger in Dentrix Enterprise. Attendees will learn how to maintain a healthy accounting database and discover the impact on the security of the patient record, improved efficiency, and accurate reporting.

Presenter: Cindy Abreu

Cindy Abreu was Certified as a Dentrix trainer in 2004 and awarded Trainer of the year in 2009 and 2019. She has been a Certified Dentrix Enterprise Trainer for 11 years and assigned to the IHS EDR project for the last 10 years. Cindy has over 44 years of dental experience, her expertise spans from chair-side dental assistant, to front office practice management, and practice consultant as a Dental Boot Kamp Coach.?

Presenter email:

Insurance Plan Management
•   Merge duplicate plans
•   Purge unattached plans
•   Updating the default claim form to the current ADA - DX2019 format
•   Setting the default Claim Format and copy to all existing plans
•   Signature on File defaults
•   Plan setup and how to search for existing plans to avoid creating duplicates.
Ledger Management
•   Adjustments /Payment Definitions
•   Ledger Setup Auto Credit Allocation
•   Suspended Credit Manager
•   Open Claims Manager
•   Family Balance Manager
•   Closing the month

Learning Objectives:

Following the presentation, the attendee will be able to:
1. Identify Duplicate and Unattached Insurance plans;
2. Be able to do the following actions:
o   Create insurance plans and prevent duplicates
o   Setup the Patient ledger for accurate accounting
o   Month-end closeout in Dentrix Enterprise to secure patient accounts; and
3. Describe the importance of maintaining the accounting functions of Dentrix Enterprise.

Speaker / Presenter:

Cindy Abreu — 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



Tuition Payment Information:

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.