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2026 Catalog: All Courses

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DE1151: IHS EDR Star Upgrade Training Series: Revenue Cycle Ledger Management Updates in Dentrix [Live Webinar]

 
Date: 1/10/2026 - 1/19/2029
Course Status: Available
Facility: Online
Location: Online
Instructor: Theresa Romero
Director: Joel Knutson
Level: Review
Audience: Dentists, Hygienists, Assistants, DHA, Support Staff
Quota: 10 - 1000 students
Tuition: $0.00
Hours: 1.00 (Total CDE); 1.00 (AGD - 550)
Joint Sponsorship: No
Lecture icon Question and Answer icon Video icon
Summary:

This course provides training on revenue cycle management [RCM] in Dentrix Enterprise [DXE]. Participants will review billing workflows, learn how to manage patient registration and insurance eligibility, and configure fee schedules and patient financial information. The course also covers ledger navigation, filters, and colors, along with account balance tools such as the outstanding claim manager, family balance manager, and suspended credits manager.

Resources including release guides, user guides, and training videos support learning. Sessions incorporate Q&A, surveys, and feedback to improve delivery.

Agenda:
Revenue Cycle Management [RCM]
RCM Billing Workflow Review

Billing Registration Workflows
Assign/Filter Fee Schedule[s]
Patient Finances Window
Assign Insurance to Patient
Insurance Eligibility

Ledger Management
Ledger Navigation
Ledger Filters & Colors

Account Balance Management
Outstanding Claim Manager
Family Balance Manager
Suspended Credits Manager

Learning Objectives:

1.Identify the purpose of a fee schedule in Dentrix Enterprise.
2.   List two [2] types of claims that can be submitted to payors.
3.   List three [3] important check points in the patient insurance verification process.

Speaker / Presenter:

Theresa Romero — For follow-up questions, please contact the speaker at theresa.romero@aol.com.

The speaker has no conflicts of interest to report.

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.

Accreditation:
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 CCEPR.ada.org

Prerequisites:

None

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.