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2023 Catalog: All Courses

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DE0517: IHS Monthly EDR Series: Billing and Financial Management in Dentrix Enterprise [Recorded Webinar]

Date: 10/01/2022 - 9/30/2023
Course Status: Completed
Facility: Online
Location: Online
Instructor: Cindy Abreu
Director: Joel Knutson
Level: Basic
Audience: Support Staff, Assistants, Hygienists, Dentists
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 Video icon

Join this webinar to review the management of insurance and patient billing within Dentrix Enterprise. This webinar is a continuation of our August 2020 fee schedule discussion with the addition of the basic components of Line Item Accounting and the concepts of A/R management through a scenario based presentation of best practice workflows in Dentrix Enterprise.

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 9 years and assigned to the IHS EDR project for the last 8 years. Cindy has over 42 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.?

•   Define the operational need for billing and financial management workflows
o   What is an Accounts Receivable [A/R]?
o   Why is it important to manage the A/R?
•   Fee schedules and their relation the billing and financial management process
•   Introduce the Dentrix Enterprise Ledger
o   Review the concept of Line Item Accounting
o   Understand the basics of posting charges, payments and adjustments
o   Define suspended credits and their purpose in Line Item Accounting
•   Review of common IHS billing scenarios
o   Dentrix Enterprise tools and processes for managing A/R when payments are received through UFMS
o   Medicaid billing with rate codes in Dentrix Enterprise
o   Commercial insurance billing in Dentrix Enterprise

Learning Objectives:

Upon completion of this webinar, participants will be able to:
1.   Define the term Accounts Receivable [A/R]
2.   List 2 Dentrix Enterprise features for managing account balances
3.   List 2 Dentrix Enterprise reports used to identify balance and adjustment totals

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


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.