edr dentrix upgrade matrix - indian health service€¦ · xls file · web view · 2016-09-14do i...

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FAQ Response Do I have to upgrade? Do I need training? How do I know what I should upgrade to? Servers Sites are expected to move to the latest IHS/RPMS certified software level when it is available. If you plan or need to upgrade servers before the next IHS certified software release (8.0.5 is the current approved release), it is recommended that you move to the latest server level. Note that 7.0 is not supported on SQL 2012. Software Dentrix Enterprise 8.0.5 is the latest HIS/RPMS certified software version. If your servers are coming to the end of their warranty you will need to upgrade to stay compliant. It is recommended that you plan to upgrade your servers and software at the same time to minimize office downtime and amount of change for the office staff. Who do I contact if I am interested in upgrading? Contact the Dentix Enterprise IHS Account Manager. They will be able to answer your questions and help you understand your options for upgrading. They will also direct you to who will help you complete your quote. What are the requirements for my upgraded hardware and software? Requirements!A1 Can I buy my hardware from another vendor? It is discouraged to purchase your hardware from an outside vendor because of the specific configuration required to support a Dentrix Enterprise install. This configuration is included in the cost of Henry Shein purchased hardware but incurs an additional cost for hardware purchased from outside vendors. Additional travel and cost could also be assessed where there are missing or incorrect hardware items ordered. Training contact that will be provided through your account manager. They will help you assess the gap of knowledge between your current software release and the release you will upgrade to. It is recommended that you plan to provide training to your office staff to best utilize and maximize your upgrade. Do I need to upgrade my DEXIS system too? DEXIS version 8, 9 and 10 are supported by Dentrix Enterprise 6, 7 and 8 releases. If you wish to discuss your DEXIS system you can contact the Special Markets team.

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FAQ Response Contact Resource

Do I have to upgrade?

Do I need training?

How do I know what I should upgrade to?

ServersSites are expected to move to the latest IHS/RPMS certified

software level when it is available. If you plan or need to upgrade servers before the next IHS certified software release (8.0.5 is the current approved release), it is recommended that you move to the latest server level. Note that 7.0 is not supported on SQL

2012.

SoftwareDentrix Enterprise 8.0.5 is the latest HIS/RPMS certified software

version.

Account Manager: Lynne Hughston

(801)-847-4437lynne.hughston@henryschein.

com

If your servers are coming to the end of their warranty you will need to upgrade to stay compliant. It is recommended that you plan to upgrade your servers and software at the same time to minimize office downtime and amount of change for the office

staff.

Contact Team EDR to discuss your options:

Deployment Project Manager: Rick Marks (619)810-7980

[email protected] Business Project Manager:

Kristine Smith, (404)[email protected]

Who do I contact if I am interested in upgrading?

Contact the Dentix Enterprise IHS Account Manager. They will be able to answer your questions and help you

understand your options for upgrading. They will also direct you to who will help you complete your quote.

Account Manager: Lynne Hughston

(801)-847-4437lynne.hughston@henryschein.

com

What are the requirements for my

upgraded hardware and software?

Requirements!A1

Can I buy my hardware from another vendor?

It is discouraged to purchase your hardware from an outside vendor because of the specific configuration required to support a Dentrix Enterprise install. This configuration is included in the cost of Henry Shein purchased hardware but incurs an additional cost for hardware purchased from outside vendors. Additional travel

and cost could also be assessed where there are missing or incorrect hardware items ordered.

It is recommended that each site meet with the DXE Training contact that will be provided through your account manager. They will help you assess the gap of knowledge between your

current software release and the release you will upgrade to. It is recommended that you plan to provide training to your office staff

to best utilize and maximize your upgrade.

Review the Features tab. Find the release you are currently on. All of the features listed in the columns between your current release and 8.0.5 will be new features your office can utilize.Features

Do I need to upgrade my DEXIS system too?

DEXIS version 8, 9 and 10 are supported by Dentrix Enterprise 6, 7 and 8 releases. If you wish to discuss your DEXIS system you can

contact the Special Markets team.Special Market Team: 888-

883-3947 X 2676

4 4.0 CU3 5Fe

atur

eSoftwareVersion

Guru - Schein Guru is a patient education software program that lets you

customizeyour explanations of treatments to fit the

needs of each patient and your own personal

style. You can be as detailed or as simple as you need to be, so you can provide atruly interactive and customized patient education experience for your patients.

Billing Provider for eClaims - The Practice Defaults dialog box has been

changed to accommodate the selection

of a provider that will be used in place of the Billing Provider on claims

submittedelectronically. The Billing Provider’s name and information (IDs, address,

and phonenumber) will be substituted for that

of the specified provider.

New Treatment Planner Module – Detail the procedures, visits, insurance

estimates and totals for a treatment plan case.

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CA Prescription Form - A new prescription form has been added to

Dentrix Enterprise that meets California’s requirements for prescriptions. The

California prescription can be printed on a full or

half sheet of tamper-resistant California prescription paper.

Perio Score - You can view the Average Probing Depth and the Lowest Probing Depth for each

sextant.

DDX Lab Integration – Digitally exchange, track and manage patient

cases with DDX (Digital Dental Exchange).

Report Job Names - The ability to give a scheduled report a job name has been

added to Dentrix Enterprise

Hiding/Masking Social Security Numbers - To comply with the FTC’s Red Flag Identity Theft Regulation,

you can mask or hideSocial Security numbers for patients on all reports and everywhere Social

Securitynumbers are displayed in Dentrix

Enterprise.

Clinical Notes Dialog – Create, manage, approve or sign your clinical notes using

more than 70 pre-defined templates. The full provider name is included in

the approval line when a clinical note is approved and a new DXONE report for

clinical notes has been added.

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New/Updated Security Rights - You can set practice and user security rights for patient and insurance

information.Also, you can set security rights for invalidating/validating procedures.

Clinical/Tooth Chart – Toolbar and procedure buttons are enhanced with

simulated 3D graphics. New paint types including hatched, dotted and solid

added for surface restoration.

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Editing Electronic Claims - You can edit and add missing information on

claims submitted electronically througheTrans.

Notes Spell Checker – Provides correct spelling for words in the standard

English and other included medical and dental dictionaries, as well as a dental and medical terms dictionary created and installed by Dentrix Enterprise,

allowing you to add new words to the included dictionaries.

Treatment Plan Fee – Update the fee of a single Treatment Plan procedure or all Treatment plan procedures in the clinic—by procedure code, date, provider or

billing type.

Rate Code – Send an encounter/rate/visit code by selecting a

rate code with multiple options.

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6 6.5 7

HIPAA 5010 Compliance Changes have been made in this release of Dentrix

Enterprise to comply with requirements in the HIPAA 5010 standard for

submitting electronic claims. The following is a portion of a statement prepared by Henry Schein Practice

Solutions (HSPS) regarding HIPAA 5010 compliance: HSPS has reviewed the

HIPAA privacy, security and electronic data interchange regulations and

continues to evaluate related additional legal requirements to ensure timely compliance of HSPS’s systems and procedures with applicable HIPAA

requirements, including those added as a result of the HITECH Act enacted in

2009.

Electronic Prescriptions - With a paid subscription to use the new ePrescribe

add-on, you can now send prescriptions electronically to participating pharmacies and manage those prescriptions online.

You can also access information drug and allergy interactions for a patient and check a patient’s prescription history.

ePrescribe can help reduce errors caused by misreading handwritten prescriptions and prescriptions can be fulfilled faster.

The ePrescribe service is provided by AllScripts.

Tip: To find participating pharmacies, go to http://www.surescripts.com, click the Find E-Prescribing Pharmacies tab at the

top of the page, and then enter your search criteria.

Practice Definitions – There are new practice definitions for the following:

• Allergen types – You can now have up to 99 allergen types, which you can attach to allergies.• Allergen reactions – You can now have up to 99 allergy reactions, which you can attach to

allergies.• Allergen severities – You can now have up to 99 medical alert or allergen severities, which you can attach to medical alerts and allergies.• PQRI registries – You can now have up to 99 PQRI registries, which you can use for Clinical

Quality Measures.

Merging Patients – You can now merge two patient records into one patient

record. This functionality is helpful for removing duplicate patients from

Dentrix Enterprise.

Outcome Assessments - With a paid subscription to use the new Outcome

add-on, you can now easily assess possible oral health outcomes, such as the

risk of caries, for your patients based on automatic calculations or

manuallyspecified criteria. Outcome surveys can help you deliver quality oral care, and provide recommendations for

patient care through evidence-based, clinical guidelines. Also, when filling out

an online form, you receive real-time data validation and rules for completing the

form, and the necessary patient information is automatically uploaded

from Dentrix Enterprise to Outcome and inserted into the appropriate fields of the form. The Outcome service is provided by

Quintiles.

The definitions for the following have been changed, so you can enter more information for

those definitions:• Allergies – You can now have an unlimited number of allergies, which you can attach to

patient records as medical alerts.• Medical alerts – The medical alerts definition from previous versions is now called “Medical Alerts/Problems.” You can have an unlimited

number of medical alerts, which you can attach to patient records.

• Medications – You can now have an unlimited number of medications, which you can attach to

patient records as medical alerts.

Selecting Government Reporting Options – When you add a new patient or an account, the Family File provides

two new options for government reporting: you can record a patient’s

ethnicity and a value for a user-defined status (your practice can specify the use

of this status).

Batch Insurance Payments - When entering insurance payments for multiple claims from one check or electronic funds

transfer (EFT), you can now edit a claim and split a primary claim, enter

adjustments to be posted automatically, and enter negative payments as

adjustments. You can also enter payments for multiple claims from an electronic EOB

(an 835 file).

Prescriptions – The following changes have been made to prescriptions:

• The setup for prescription types has been changed.

• You can now associate routes (ways a drug is administered or taken) and other information

with a prescription. • Managing prescriptions for patients is

different.• Now, each time you close the ePrescribe

module, a CCR file is downloaded so that you can compare two or more medication lists side

by side.

If you are using the Dentrix Enterprise HL7 interface with your medical system, these new statuses in the Family File will

sync through HL7. HL7 is the international standard for the exchange

of healthcare information.

835 EOB Import - This fee-based feature allows you to import an 835 Explanation

of Benefits (EOB) Remittance to enter payments for multiple claims. The 835

EOB Import saves your staff time by eliminating data entry associated with mailed paper EOBs and will attempt to

automatically reconcile the payments in the file to the claims in the database. If no match is found, you can manually link the

EOB to the claim. You can use the 835 EOB Import regardless of the electronic

claims system that you use, as long as you obtain a Standard X12 835 File from each

payor. For more information about signing up, contact your sales

representative today.

Medical Alerts – Managing medical alerts for patients is different. You can now electronically record, modify, and retrieve a patient’s active

medical alerts and medical alert history (including modifications) over an extended period of time and for multiple encounters.

Similar to previous versions, medical alerts can consist of alerts/problems,

medications/prescriptions, and allergies, but you can now change the status (active/inactive)

of a medical alert. You can now attach a reaction to an allergy and attach a severity to an

alert/problem or allergy. You can now view medical alert history too.

Also, a Medical Alerts button has been added to the Appointment Book and Ledger toolbars, and

a menu option has been added to the File menus of those modules.

Note: In the Office Manager, from the Letters window, double-click a letter to open the

Patient Report View dialog box. If you click the Alerts search button, the Select Medical Alerts

dialog box that appears is the same as in previous versions (the new dialog box is not

used).

Printing Clinical Notes – You can now print clinical notes from the Clinical

Notes window, which you can access from the Patient Chart (and from other

modules).

Medical Alerts , Allergies, and Medications - You can now have an unlimited number of items for medical alerts, allergies, and medications in Practice Definitions, and a

search field has been added to make finding a definition easy. Also, you can

now easily add medical alerts, allergies, and medications when editing the list for a patient from the Select Medical Alerts

dialog box, and each patient can have up to 255 medical alerts, allergies, and

medications attached to his or her record.

Patient Portal – You can now provide patients with online access to their clinical information,

including lab test results, medical alerts/problems, medications/prescriptions, and

allergies. The Patient Portal settings affect all clinics. Patient Portal is an add-on that can be

purchased separately and is a third-party service that is provided by Updox.

Restricting Access to Clinical Note Templates – When setting up security

rights for a user, only if the new “Clinical Notes, Template Setup” option is

selected can that user access the clinical note template setup options to add, edit, and delete templates, template

categories, and prompts for templates.

Medical History Review Pain Scale - If a certain global setting is enabled to allow

you to review medical history for a patient, from the Medical History Review dialog box, you can now select the type of

pain scale to use when entering a patient’s pain level.

Patient Health Exchange – You can now export and import various sets of information for a

patient’s reference and to exchange with other healthcare professionals. The CCD or CCR

(import only) file that is exchanged contains a summary of clinical information from a patient’s

most recent visit, laboratory test results, medical alerts/problems, and medications.

Entering Patient Health Assessments – You can now electronically record,

modify, and retrieve a patient’s height, weight, and blood pressure. Also,

Dentrix Enterprise can automatically calculate and display the body mass

index (BMI) of a patient based on that patient’s height and weight.

Surfaces in Ledger and Ledger–Treatment Plan View - In the Ledger and Ledger - Treatment Plan view, there is now a

column for displaying treatment surfaces for any procedure posted that requires a

surface.

Clinical Decision Support – While you are working with appointments or prescriptions in

the Ledger, Chart, or Treatment Planner, automated notifications may appear and

provide information and care suggestions. You can customize what these clinical decision notifications say and the rules that control

where and when the notifications appear for all clinics. The rules are based on data from

specified medical alerts/problems, medications/prescriptions, allergies, diagnoses, patient demographics, and/or laboratory test

results.

Scheduling Events – You can now schedule an event (a non-patient

“appointment”) to block out time or close an operatory in the Appointment Book for a day or up to four weeks. You can schedule events for staff meetings, vacations, holidays, and other reasons.

You can set up an event to repeat at regular intervals (a series).

Extra Patient Identifiers on Title Bars - There is now a clinic setting that allows you to have Dentrix Enterprise display a patient’s birth date and age on the title

bar of patient-specific modules (except for the Family File), such as the Ledger and

Patient Chart. From the Clinic Information dialog box, go to the Optional Settings tab

to enable this feature.

Lab Test Results – In Dentrix Enterprise, you can now store laboratory test results that have been

received in an HL7 format.

Rescheduling Events Using the Pin Board – In the Appointment Book, along with the new event scheduling feature, you

can quickly move a partial-day or all-day event to a different day by using the pin board: drag the event to the pin board,

and then drag it to a new day and/or time on the schedule.

Patient -Is-Late -for-Appointment Indicator - There is a new clinic setting

that allows you to have an indicator appear on appointments when a patient is late. You can turn this feature on and off

and customize it by clinic. This feature uses the scheduled time of an

appointment, the selection of a specified appointment status, and a specified grace period to determine if a patient is late for

his or her appointment.

Meaningful Use Reporting – The following reports have been added:

• The new Meaningful Use Measure Calculation List displays the results for all percentage-based

measures that have been entered for eligible providers (EP).

• You can now attach medical encounters to a patient’s record. The encounters are stored as

AMA-CPT and/or ICD-9-CM codes. Medical encounters can be used to determine clinical quality measures on the new Clinical Quality

Measures List, which can be sent electronically.• You can add immunizations to a patient’s

record. Immunization records can be used to determine clinical quality measures on the new

Clinical Quality Measures List, to determine which patients appear on the new Filtered

Patient List, and to determine which patients appear on the new Patient Reminder List.

• The new Filtered Patient List displays a list of patients according to information from their

medical alerts/problems, medications, prescriptions, demographics, and laboratory test

results.• The new Patient Reminder List displays a list of

patients who need reminders for preventative or follow-up care according to information from

their appointments, continuing care, medical alerts/problems, medications, prescriptions, demographics, and laboratory test results.

Note: Before you can run these reports, you must set up the Meaningful Use feature.

Setting up Operatories – In conjunction with the new event scheduling feature, you can now customize available hours for individual operatories in your office.

Appointment Statistics Report - The new Appointment Statistics Report in the DXOne Reporting module provides

statistics for late appointments, on-time appointments, wait/will call

appointments, broken appointments, appointments that remained in specified

statuses for a specified length of time, and appointment durations based on specified

statuses.

Important: The report does not work for purged appointments. Also, the accuracy

of the report relies on the underlying functionality of the previously mentioned new clinic setting that tracks appointment

status changes to determine when a patient is considered late for any

appointment.

Encryption and Hash Values – You can now create an encrypted CCD file and decrypt a CCD

or CCR file. These files satisfy the Meaningful Use criteria for the integrity and encryption of

electronic health information.

Using Medical Consultation Notes – Now, if a medical consultation note has been added to a patient’s record in the

Family File, but no release date has been entered, you will not be able to schedule

appointments for that patient in the Appointment Book until the release date

is entered.

Security Rights - There are new security rights to control changing the option that indicates if a patient is late for his or her

appointment, completing duplicate procedures, and accessing Office Manager

reports. Additionally, the security rights for clinics (from the Office Manager and

the DXOne Reporting module) have been modified to allow you to access only the

patient records in and the DXOne Reporting module reports of clinics you

have the rights to access. As part of this change, there is now a My Clinics filter in the Select Patient dialog

box, so you can access patient records for not just the clinic you are logged on to or all clinics but the group of clinics that you

have been granted rights to access.

Miscellaneous – The following features have been added or changed:

• The Patient Notes Report has been updated to include the new information that can be

attached to medical alerts.• Dentrix Enterprise now uses the holidays in a

clinic’s schedule as part of the Automated Measure Calculation requirement for

Meaningful Use.• In the Family file, you can now specify how a

patient prefers to be contacted.• When you are adding or editing a medical

alert/problem, you can create a Public Health Surveillance record. The record is stored as a file

that is formatted for HL7 and includes information relating to diagnoses. Eventually

these messages will be sent to and received by the CDC to help catch disease outbreaks. For

this release, you can only manually upload the file.

• You can now provide education resources to a patient according to that patient’s medical

alerts/problems, medications/prescriptions, allergies, and laboratory test results. This

feature uses the database of patient education topics that are available on the MedlinePlus

Connect website.• You can now specify the smoking status of a

patient.

Understanding the new Document Center Window – The Document Center

window has a new look. It has been enhanced and provides you with new and improved tools to help your office

become paperless.

Appointment Book Views - There is a new global setting that allows you to have an unlimited number of Appointment Book views. Also, with this feature enabled,

you can quickly search for a view by using a new search field in the Select View

dialog box

Other Miscellaneous features have been added or changed:

• From the Medical History Review dialog box, you can now access the Patient Health

Assessment dialog box.• You can now have patient health assessments,

prescriptions, and medical alerts copied automatically to patients’ clinical notes. The

setting that controls this affects all clinics.• A patient’s mobile phone number from the Family File is now available as a data field for

letters. Also, you can now filter which patients are included in a letter merge by the presence or absence of an email address in the Family

File.

Acquiring Documents – You can easily import documents and images into the Document Center, using a scanner or

digital camera.

Document Center Document Type Templates - You can now create

document type templates to make importing documents into the Document

Center faster. When you acquire a document you can select a template,

which automatically assigns a type and description to that document so that you do not have to enter that information for

every type of document you routinely import (for example, EOBs). Additionally, if you attempt to delete a document type,

and if that type is assigned to any patient’s document or to a template, you

must choose a replacement type.

You can now copy any of the five standard dental coverage tables or any portion of those coverage tables to specified insurance plans.

Using the Document Center Printer Driver – With the new Document Center

printer driver, wherever printing is available (from a program or website),

you can export documents to the Document Center with or without any

Dentrix Enterprise modules being open.

A new security right controls whether or not you can change any of the options for running the

Treatment Case Report. There are new rights for managing lab tests, medical encounters, and

immunizations. There are also new rights that control access to the new Meaningful Use reports (Clinical Quality Measures, Filtered

Patient List, Meaningful Use Measure Calculation, and Patient Reminder List).

Modifying Documents – In the document preview area, you can add pages to, make color adjustments to, crop, sharpen, rotate, and assign an

orientation to a document.

New Icons – Many of the icons throughout the program have been updated , and there are

some new toolbar buttons, such as in the Appointment Book, Family File, Chart, Ledger,

Office Manager, and DXOne Reporting.

Signing Documents – You can apply signatures to a document attached only to patients, providers, and/or staff. You

can apply a separate signature to a document for each patient, provider, or staff member attached to the document.

Submitting Claims with eTrans – When you use eTrans to transmit insurance

claims electronically from your Dentrix Enterprise system to the insurance

carriers, you can now select whether you want to submit them for the current

clinic or all clinics or according to the items currently being viewed in the

batch processor. Also, you can specify whether you want to send dental and/or

medical claims.

Using Patient E-mail Addresses for Letter Merges – When editing a saved letter merge, the Patient Report View dialog

box provides new options for excluding patients with an e-mail address from a

letter merge and for including a patient’s e-mail address in a letter merge.

Using the Dentrix Add-in for Word 2007 and 2010 – If you use Microsoft Word

2007 or 2010, you can choose to install an add-in for these versions of Microsoft Word during the Dentrix Enterprise 6.0

installation process. With this add-in you can create custom letter templates in Microsoft Word that can be merged

from Dentrix Enterprise.

Initial Health History Report – This new report displays the percentage of new oral health patients who have a First

Visit Date in the Family File that is within a specified time frame and who had an initial health history entered into their

electronic records during the same time frame.

Oral Health Education Report – This new report displays the percentage of oral

health patients who received oral health education at least once during a

specified time frame.

Periodontal Exam Report – This new report displays the percentage of oral

health patients who received a periodontal exam at least once during a

specified time frame.

Patient Information Accessed Report – This new report helps you track when any patient’s record has been viewed.

This report can help you verify that your practice is complying with HIPAA

regulations.

Audit Trail Reports – A user can grant access to another user trying to

complete changes to transactions and information for which they do not have

the security rights. The audit trail reports (for appointments, clinics,

patients, providers/staff, and transactions) now include the overriding

user ID and the security right that was overridden.

Patient Health Assessment Report – This new report displays meaningful health

information entered for a range of patients in specified clinics. The blood

pressure, pulse rate, age, height, weight, and body mass index (BMI) of each

patient appears on the report.

Emergency Access – A new security feature allows users to access patient

information in emergency situations. For a user to gain emergency access, that

user account must be given the appropriate security rights.

8.0.9 TBD8 8.0.5

Audit of Patient Information – Dentrix Enterprise now logs audit information regarding

reports that contain patient information that have been generated by a user. In previous

versions, only the viewing of patient records was logged. This new functionality is controlled

by a Central clinic setting.

Appointment Book View Copy - You can now copy multiple appointment book views from

multiple users to multiple users anywhere in the organization. You will have the ability to

override duplicate view names and hotkeys or just change them to avoid duplication from

within the process flow.

The new Audit - Combined Report in DXOne Reporting includes the following:

• When patient records are viewed.• Additions, deletions, changes, queries,

printings, and exports.• Date and time of event and user who added,

deleted, changed, queried, printed, or exported PHI.

• Patient name and references to the original data that was changed or deleted.

Also, the new Audit - Audit Log Status Report displays changes to the statuses of the clinic settings that control patient access and print

logging.

Ledger redesign – The Ledger transaction log has been redesigned to allow for more

customization.

Meaningful Use Reporting – The following reports have been updated for Meaningful Use

2014:Instant messaging – Dentrix Enterprise now has

an instant messaging system.

Meaningful Use Measure Calculation List – The report displays the results for all percentage based measures that have been entered for

eligible providers (EP).

Invalidate Conditions - You can now link conditions to treatment plans and have the

conditions invalidate upon the completion of the treatment plan. The invalidation can

happen with or without verification prompts.

Clinical Quality Measures – The report displays clinical quality measures.

Patient tags – You can assign an unlimited number of patient tags to any given patient.

Also, you can filter certain reports by any patient tag.

Patient Reminder List – The report has been removed and is now part of the Patient List.

Credit Card Processing - Seamlessly collect credit card payments within the ledger and have those charges posted automatically. With

integration with ePad you can collect electronic signatures and have receipts printed to the

printer of your choice.

Patient List – The report displays a list of patients according to specified criteria, such as

information from their medical alerts/problems, medications, prescriptions, demographics, and laboratory test results. It is no longer required

that you have purchased and set up Meaningful Use to use this report.

Diagnostic and medical cross coding – The setup for diagnostic and medical cross coding has

been redesigned, and you access the setup a different way than in previous versions.

Patient Portal – You can provide patients with online access to their clinical information,

including lab test results, medical alerts/problems, medications/prescriptions, and

allergies. The Patient Portal settings affect all clinics. Patient Portal is an add-on that can be

purchased separately and is a third-party service that is provided by Updox. Patient Portal is a

feature that existed in the previous version, but it has been updated.

Insurance Plan and Claim History - You can now see a history of what plans were added and

removed from a patient. You can also see when claims were created, split, resubmitted, and/or

deleted.

Patient Health Exchange – The following changes and additions have been made to the

patient health exchange feature:• Dentrix Enterprise now accepts the importing of C-CDA document types and exporting of C-

CDA document types that contain various sets of information for a patient’s reference and to

exchange with other healthcare professionals.• You can now send messages through Patient

Portal and easily manage sent and received messages.

• You can now match a received CCD, CCR, or C-CDA file with a patient, based on patient

information in the document. Then, you can attach the received file to that patient’s record.

If the document is a C-CDA file, you can also choose to update the patient’s information in

Dentrix Enterprise.

Claim provider templates – The Practice Defaults dialog box has been changed to allow

you to set up insurance claim options per clinic. For each clinic, you can set up the default insurance claim providers and select the

provider that you want to assign to rate codes.

There is now a setting that allows you to have a copy of a patient’s clinical summary be

uploaded automatically to his or her patient portal during checkout using the Fast Checkout

button.

Claim Resubmission - You now have the ability to resubmit a claim with all of the same

procedures, information, notes, and attachments to a new insurance plan. It also enables you to keep a history between plans.

Clinical Decision Support – As in the previous version, while you are working with

appointments or prescriptions in the Ledger, Chart, or Treatment Planner, automated

notifications may appear and provide information and care suggestions. However, the appearance of the alerts has changed, and the alerts can now include additional information, such as a bibliographic citation. Also, you can suspend a global alert for a patient for a day.

Fee schedules – The setup for fee schedules has been redesigned, and now 99,999 fee schedules

are allowed.

Family Health History – You can now record health history for the family members of a

patient.

Reporting – The following reports have been updated:

• UDS - Patient Status Report• Initial Health History Report

• Oral Health Education Report• Periodontal Exam Report

Patient Goals – You can now set goals for patients to achieve.

Meaningful Use Measure Calculation List – You can now view a list of the patients that make up the denominator or numerator for any measure.

Patient Amendments – You can now record requests for patient information to be changed.

Appointment break reasons – When you break an appointment, you can now specify a reason.

Medical Alerts Review – From the Medical Alerts dialog box, you can now specify if you have

reviewed the patient’s medical alerts, you can attach a referral to that review, and you can

view the review history for the patient’s medical alerts.

ICD10 Implementation - You are now able to add and cross-code the ICD10 codes you need in the Medical Code and Cross Code Setup and you

can attach those codes to completed procedures manually or automatically upon

posting the procedures. Attached ICD10 codes can be sent with dental and medical claims to

continue to receive payments after the October deadline.

Medical History Review – From the Medical History Review dialog box, you can now select a smoking status for a patient and specify if you

have reviewed the patient’s medical alerts.

Insurance Eligibility - There are now indicators for appointments that makes your staff aware if

a patient is eligible, not eligible, or needs verification for primary insurance. You can also see eligibility status for any insurance attached

to a patient in a submenu of the patient’s appointment

Medical Encounters – For medical encounters, in addition to AMA-CPT and ICD-9-CM codes,

you can now record SNOMED, LOINC, and HCPCS codes.

Integration with OneMind Health for Batch Insurance Eligibility - Enterprise has integrated with OneMind health to offer automated batch

insurance eligibility checking. Set how many days ahead of your appointments to

automatically send new eligibility requests for and check for new responses to previously

submitted requests. Responses will populate the eligibility fields in Enterprise and activate

appointment indicators.

Clinical Notes – You can now search for a word or phrase in a patient’s clinical notes.

Multiple pin board items – You can now have multiple appointments and events on the pin

board at any given time.

Patient Education – You can now provide education resources to a patient according to that patient’s preferred language (Spanish or

English) by default. Also, you can choose to have the description instead of the code (SNOMED,

NDC, or LOINC) be used when searching for patient education resources.

Patient information - You can now access the More Information dialog box for a patient from the Appointment Book, Family File, Ledger, and Chart. In previous versions, this was available

only from the Document Center and the Treatment Planner.

ePrescribe – After you add medical alerts/problems, medications, and allergies for a patient in ePrescribe, you can choose to add any or none of them to the corresponding patient’s

record in Dentrix Enterprise.

From the Family Appointment List dialog box, you can now view appointment information for

all family members at one time. In previous versions, you had to select each family member

individually to view the corresponding appointments.

Security Rights – The following security rights for user accounts are new:

• Central Clinic Only • Audit Logs, Enable/Disable – Controls access

to the patient access logging settings.• Family File

• Family Health History, Edit and Family Health History, View

• Patient Amendments, Edit and Patient Amendments, View

• Office Manager • Global Alerts, Add/Edit/Delete • Global Alerts, Enable/Disable

• Patient Health Exchange Document Inbox, Open – Controls access to received documents.

Now, when you create a new Family File record, an email address and/or referral source are

required if the new settings that control those options have been enabled.

Practice Definitions – You can now use the OMB standard to define ethnicities and races and attach a race, other race, and ethnicity to a

patient’s record. You can now use the ISO 639 standard to define languages, which you can

attach to a patient’s record.

Medical encounters – The provider for a medical encounter now defaults to the provider of the

current charting session.

UDS Reporting – There is a new UDS – Insurance Financial Class Report that is effective as of

2013. The existing UDS – Insurance Financial Class Report has been renamed to “UDS –

Insurance Financial Class (2012 and Prior).”

Billing statements – Generating billing statements no longer causes other system

functions to slow down.

Automatic fee schedule changes – You can now set the default for how automatic fee schedule

changes are rounded off.

RXNorm update utility – You can now update RxNorm codes in your Dentrix Enterprise

database manually.

Patient Search – You can now search for patients by first name.

Medical claims – You can now create 2012 CMS-1500-compliant claims.

New Icons – There are some new toolbar buttons in the Family File, Patient Chart, Office

Manager, and Medical Alerts modules.

Window colors – The background color of all Dentrix Enterprise windows is now determined

by your selected Windows theme or by the colors that you manually define for “3D Objects” on the Window Color and Appearance property

sheet of Windows.

Requirement 4

CPU Intel Quad Core Xeon X3323 or faster

Microsoft SQL Server (Database)

Microsoft Windows Server (OS Database Server) 2003, 32 Bit

RAM

Hard Drive (Free) (Database Server)

Virtual Database Server NA

2003, 32 bit

Application Server Hard Drive (Free) 60 GBVirtual Application Server NA

Link for full System Requirements

20002005, latest Service Pack

2.0 GB for first 15 concurrent users512 Mb each additional 15 concurrent users

20 GB for data20 GB for transaction logs

Microsoft Windows Server (Thin Client Application Server)

http://elearning.dentrix.com/p25403267/

4.0CU 3 5

Intel Quad Core Xeon X3323 or faster Intel Quad Core Xeon X3323 or faster

NA NA

2003, 32 bit

60 GB 60 GBNA NA

2000, 32 bit latest Service Pack2005, SP2 32 bit latest Service Pack2008, 32 or 64 bit latest Service Pack

2000, 32 bit latest Service Pack2005, SP2 32 bit latest Service Pack2008, 32 or 64 bit latest Service Pack

2003, SP2 32 bit with all SQL Servers listed2003, R2 64 bit with SQL Server 20082008, R2 64 bit with SQL Server 2008

2003, SP2 32 bit with all SQL Servers listed2003, R2 64 bit with SQL Server 20082008, R2 64 bit with SQL Server 2008

2.0 GB for first 15 concurrent users 1.0 GB each additional 15 concurrent users

2.0 GB for first 15 concurrent users 1.0 GB each additional 15 concurrent users

20 GB for data20 GB for transaction logs

20 GB for data20 GB for transaction logs

2003, 32 bit2008, 32 bit

http://elearning.dentrix.com/p7n2hvsbjas/ http://elearning.dentrix.com/p15183087/

6 6.5 (same as 6.0)

Intel Quad Core Xeon X3323 or faster Intel Quad Core Xeon X3323 or faster

VMware ESXi version 4 or later VMware ESXi version 4 or later

60 GB 60 GBVMware ESXi version 4 or later VMware ESXi version 4 or later

*Does not work with SQL 2012 *Does not work with SQL 2012

2005, 32 bit latest Service Pack2008, 32 or 64 bit latest Service Pack

2005, 32 bit latest Service Pack2008, 32 or 64 bit latest Service Pack

2003, SP2 32 bit with all SQL Servers listed2003, R2 64 bit with SQL Server 20082008, R2 64 bit with SQL Server 2008

2003, SP2 32 bit with all SQL Servers listed2003, R2 64 bit with SQL Server 20082008, R2 64 bit with SQL Server 2008

2.0 GB for first 15 concurrent users 1.0 GB each additional 15 concurrent users

2.0 GB for first 15 concurrent users 1.0 GB each additional 15 concurrent users

20 GB for data20 GB for transaction logs

20 GB for data20 GB for transaction logs

2003, 32 bit2008, 32 bit2008, R2 64 bit

2003, 32 bit2008, 32 bit2008, R2 64 bit

http://elearning.dentrix.com/p2u35nyj2v6/ http://elearning.dentrix.com/p2u35nyj2v6/

7 8.0.5

Intel Quad Core Xeon X3323 or faster Intel Quad Core Xeon X3323 or faster

VMware ESXi version 4 or later VMware ESXi version 4 or later

60 GB 60 GBVMware ESXi version 4 or later VMware ESXi version 4 or later

*Does not work with SQL 2012

2005, 32 bit latest Service Pack2008, 32 or 64 bit latest Service Pack

2005, 32 bit latest Service Pack2008, 32 or 64 bit latest Service Pack2012, 64 bit latest Service Pack

2003, SP2 32 bit with all SQL Servers listed2003, R2 64 bit with SQL Server 20082008, R2 64 bit with SQL Server 20082012 with SQL Server 2008

2003, SP2 32 bit with SQL Servers 20082003, R2 64 bit with SQL Server 20082008, R2 64 bit with SQL Server 2008 & 20122012 with SQL Server 2008 & 2012

4.0 GB for first 15 concurrent users 1.0 GB each additional 15 concurrent users

4.0 GB for first 15 concurrent users 1.0 GB each additional 15 concurrent users

50 GB for data50 GB for transaction logs

50 GB for data50 GB for transaction logs

2003, 32 bit2008, 32 bit2008, R2 64 bit

2003, 32 bit2008, 32 bit2008, R2 64 bit2012, 64 bit

http://elearning.dentrix.com/p5sfftvnk2z/ http://www.dentrixenterprise.com/assets/pdf/support/8.0.5%20System%20Requirements.pdf

8.0.9 TBD

SERVERSComments Warranty

Hardware - 8.1.0 $4,800

Hardware-8.1.1 $6,800

Hardware-8.1.2 $7,500

Hardware-8.1.3 $7,100

Hardware-8.1.4 Dell Optiplex Workstation PC (Windows 7 Pro) $899

Hardware-8.1.5 Dell 19 Inch Screen $219

INSTALLATION SERVICES

Installation-8.1.6 $4,500

Installation-8.1.7 $1,200

Installation-8.1.8 New PC Configuration, Installation and Testing $345 / Per PC

Installation-8.1.9 $7,500

SOFTWARE

Software-8.1.10 $1,400

Software-8.1.11 $260

Software-8.1.12

Software-8.1.13 SQL Server Media $80 Software-8.1.14 RD Session Host Server CALS (5 Pack) $510

TRAINING

Training -8.1.15 $125 HRLY

TRAVEL

Travel-8.1.16 Actual Travel Cost (Billed after Trip) Travel cost rate is state per diem rate.

Upgrade Pricing

RD Session Host Server (1 per 25 users) Rack - Windows 2012 R2 OS -ProSupport: 7x24 HW / SW Tech Support and Assistance, 5 Year/Dell Hardware Limited Warranty Plus On Site Service

Terminal Server - 1-25 Users.Services included in cost :Prior to Shipping: Server OS cleaned and all Advertising Software removed, RAID configured for Optimal I.H.S.-Dentrix Enterprise Use/ All latest MicroSoft Windows Updates and Patches applied/Terminal Services Installed and Pre Configured/Dentrix Enterprise Installed.

Mission Critical Package: 4-Hour 7x24 On-Site Service with Emergency Dispatch, 4 Year Extended ProSupport: 7x24 HW / SW Tech Support and Assistance, 5 Year Dell Hardware Limited Warranty Plus On Site Service Initial Year MISSION CRITICAL PACKAGE: Enhanced Services, 5 Year Dell Hardware Limited Warranty Plus On Site Service Extended Year Dell ProSupport. For tech support, visit http://support.dell.com/ProSupport or call 1-800-945-3355

Mission Critical Package: 4-Hour 7x24 On-Site Service with Emergency Dispatch, Initial Year

DB, DB & Digital Image Server (add SQL CALS up to X users) 1-75 Users 1 Processor (Rack) (25 User OS Cals)--Windows 2012 R2 OS-ProSupport: 7x24 HW / SW Tech Support and Assistance, 5 Year/Dell Hardware Limited Warranty Plus On Site Service

Database/Dexis Server : Services included in cost :Prior to Shipping: Server OS cleaned and all Advertising Software removed, RAID configured for Optimal I.H.S.-Dentrix Enterprise Use/ All latest MicroSoft Windows Updates and Patches applied/SQL Installed and Pre Configured/Dentrix Enterprise Installed/HL7 Installed and Mappings configured/SQL Dentrix Enterprise Backup Maintennace Plans Pre configured. NOTE: See SQL pricing below to add SQL.

Mission Critical Package: 4-Hour 7x24 On-Site Service with Emergency Dispatch, 4 Year Extended ProSupport: 7x24 HW / SW Tech Support and Assistance, 5 Year Dell Hardware Limited Warranty Plus On Site Service Initial Year MISSION CRITICAL PACKAGE: Enhanced Services, 5 Year Dell Hardware Limited Warranty Plus On Site Service Extended Year Dell ProSupport. For tech support, visit http://support.dell.com/ProSupport or call 1-800-945-3355

Mission Critical Package: 4-Hour 7x24 On-Site Service with Emergency Dispatch, Initial Year

DB, DB & Digital Image Server (add SQL CALS up to X users) 76-100 Users 2 Processor (Rack) (25 User OS Cals)--Windows 2012 R2 OS-ProSupport: 7x24 HW / SW Tech Support and Assistance, 5 Year/Dell Hardware Limited Warranty Plus On Site Service

Database/Dexis Server : Services included in cost :Prior to Shipping: Server OS cleaned and all Advertising Software removed, RAID configured for Optimal I.H.S.-Dentrix Enterprise Use/ All latest MicroSoft Windows Updates and Patches applied/SQL Installed and Pre Configured/Dentrix Enterprise Installed/HL7 Installed and Mappings configured/SQL Dentrix Enterprise Backup Maintennace Plans Pre configured.NOTE: See SQL pricing below to add SQL.

Mission Critical Package: 4-Hour 7x24 On-Site Service with Emergency Dispatch, 4 Year Extended ProSupport: 7x24 HW / SW Tech Support and Assistance, 5 Year Dell Hardware Limited Warranty Plus On Site Service Initial Year MISSION CRITICAL PACKAGE: Enhanced Services, 5 Year Dell Hardware Limited Warranty Plus On Site Service Extended Year Dell ProSupport. For tech support, visit http://support.dell.com/ProSupport or call 1-800-945-3355

Mission Critical Package: 4-Hour 7x24 On-Site Service with Emergency Dispatch, Initial Year

Image Server (1 TB of Storage) Rack - Windows 2012 R2 OS

Image Server : Services included in cost :Prior to Shipping: Server OS cleaned and all Advertising Software removed, RAID configured for Optimal I.H.S.-Dentrix Enterprise Use/ All latest MicroSoft Windows Updates and Patches applied.

Mission Critical Package: 4-Hour 7x24 On-Site Service with Emergency Dispatch, 4 Year Extended ProSupport: 7x24 HW / SW Tech Support and Assistance, 5 Year Dell Hardware Limited Warranty Plus On Site Service Initial Year MISSION CRITICAL PACKAGE: Enhanced Services, 5 Year Dell Hardware Limited Warranty Plus On Site Service Extended Year Dell ProSupport. For tech support, visit http://support.dell.com/ProSupport or call 1-800-945-3355

Mission Critical Package: 4-Hour 7x24 On-Site Service with Emergency Dispatch, Initial Year

Services included in cost :Prior to Shipping: Workstation OS cleaned and all Advertising Software removed, Hard Drive configured for Optimal I.H.S.-Dentrix Enterprise Use/ All latest MicroSoft Windows Updates and Patches applied. See installation Services below.

ProSupport: 7x24 HW / SW Tech Support and Assistance, 3 Year/Dell Hardware Limited Warranty Plus On Site Service

ProSupport: 7x24 HW / SW Tech Support and Assistance, 3 Year/Dell Hardware Limited Warranty Plus On Site Service

Site Installation at Primary Facility, Data Center Located on Site

Services include: Installation of New Server/Backup of current Dentrix Enterprise Database/Migrate DE data to New Server/Backup Dexis X-Ray Data if applicable/ Migrate Dexis data to New Server if applicable/Enable DE on New Server/Enable Dexis on New Server if applicable/Test all HL7 Mappings to RPMS on New Server/Reconfigure existing workstations to connect to New Server for both DE and Dexis if applicable.

Site Installation at Satellite Facility, No Server (NOTE : UP TO 20 COMPUTER CONNECTIONS)

Services include: Reconfigure and test all workstations at the remote facility (onsite) whether the team is onsite or remote. Onsite testing will incur additional travel costs remote testing will not. All attempts to reconfigure the the satalite office remotely will be made to avoid this added cost.

For each New PC ordered/Installed a cost of $345 per PC must be entered.

(For Customer who provide all hardware, server operating system Windows server 2012 and SQL Server 2008 or SQL Server 2012.)

Site Installation at Primary Facility, Data Center Located on Site / Customer Provides all Hardware

Note: Virtual or Standalone Server Services must include: Installation of New Server/Backup of current Dentrix Enterprise Database/Migrate DE data to New Server/Backup Dexis X-Ray Data if applicable/ Migrate Dexis data to New Server if applicable/Enable DE on New Server/Enable Dexis on New Server if applicable/Test all HL7 Mappings to RPMS on New Server/Reconfigure existing workstations to connect to New Server for both DE and Dexis if applicable.

SQL 2012 Standard License Only (Downgrade Capable)

If total amount of Users is 21 or less : Add $1400 plus the # of Users ($260 Each) to get total SQL amount.

SQL 2012 Server CAL Only (Downgrade capable 2008 CAL only)

SQL 2012 Standard (2 Cores) (Downgrade capable 2008 SQLStandard ) X 2 - All Servers are 4 Core

$3400x2= $6,800 If total amount of Users exceeds 21 the Processor model is cost effective ($6800).

DTX Initial Training (1 Hour) DTXE RT 8.05 Guide (Training & User)

Contact Alice Kaplan for training assessment and pricing:Karen Murphy|Enterprise Field Training ManagerDirect Line: 801-847-4853 | <[email protected]>

Actual at state rate

C12
Marks, Rick A.: Added SQL Server 2012.

SupportCONTACT AFFILIATION

IHS

Team EDR

Documentation for DEXIS

DOCUMENTATION DESCRIPTION

DEXIS Documentation

DOCUMENTATION DESCRIPTION

CONTACT AFFILIATION RESPONSIBILITIES

• Program Direction

• Contracting Officer’s Technical Representative

• Program Management Support of Nationwide EDR Implementation• EDR Implementation Oversight and Quality Assurance

• Installation and Acceptance (I&A)• Site Assessment• Hardware/Software Install• Training

Client Support for post conversion and upgrades

Installations, upgrades, troublshooting, data base copies

Documentation for Dentrix Enterprise - client must have their client id and zip code to log into the first three links

Dentrix Enterprise 8.0.5 Client Installation Guide

Installation Guide provides steps to install Dentrix Enterprise 8.0.5.

Dentrix Enterprise 8.0.5 Reports Reference

Reference explains the report’s functionality in Dentrix Enterprise.

Dentrix Enterprise 8.0.5 User's Guide for Indian Health Service

Dentrix Enterprise User's Guide will help answer questions about using the application.

Dentrix Enterprise 8.0.5 System Requirements

Provides hardware and software requirements for Dentrix Enterprise 8.0.5

IHS Training Agenda

IHS EDR Website Provides IHS EDR project information.

IHS EDR Video

Link to Videos for Dentrix Enterprise Training DESCRIPTION

Training Webinars Training Webinars

IHS EDR Business Continuity/Server Backup Plan

Server Backup Plan will assist local and area IT on creating backup plans on the Enterprise database.

Dentrix IHS EDR Synchronizing Registry Customizations

Provides instructions for synchronizing customizations across all computers.

IHS EDR Fact Sheet for Dentrix Enterprise

Provides additional information on the IHS EDR Project.

IHS EDR Installation and Acceptance (I&A) Test Plan

Test plan that will be used by the I&A Test Lead to verify that the EDR system is ready before it goes “live”.

EDR Implementation Information

Provides information about security access rights and Dentrix Enterprise registries.

EDR Installation and Configuration Guide

Provides step by step guidelines to successfully install and configure the Dental EDR Interface for RPMS.

Generic Software Training Agenda used during the week of software training.

Provides an overview of EDR and IHS Reports.

Dentrix Enterprise Support

Provides information for contacting Dentrix Enterprise technical support.

Link to Videos for training

SupportCONTACT TITLE/ROLE CONTACT NAME CONTACT PHONE

Project Manager James Webb (301) 640-5172

Deputy Project Manager James Schaeffer (301) 443-4319

Business Project Manager Kristine Smith (404)593-3185

Deployment Project Manager Richard Marks (619)810-7980

Dentrix Enterprise IHS Account Manager Lynne Hughston (801)-847-4437

Documentation for DEXIS

URL

URL

www.dexis.com/downloads

Documentation for Dentrix Enterprise - client must have their client id and zip code to log into the

https://hsps.pro/DentrixEnterprise/Documentation/Dentrix_Enterprise_8.0.5_Installation_Guide.pdf

https://hsps.pro/DentrixEnterprise/Documentation/Dentrix_Enterprise_8.0.5_Reports_Reference.pdf

https://hsps.pro/DentrixEnterprise/Documentation/Dentrix_Enterprise_8.0.5_Users_Guide_-_IHS.pdf

http://www.dentrixenterprise.com/assets/pdf/support/8.0.5%20System%20Requirements.pdf

Link to Videos for Dentrix Enterprise Training URL

http://elearning.dentrix.com/p4g7ydqpsaq/

http://elearning.dentrix.com/p725lp8manl/

http://elearning.dentrix.com/p7pwl2y3uzn/

http://elearning.dentrix.com/p9lyonwtczz/

http://elearning.dentrix.com/p12a6yvwtid/

http://elearning.dentrix.com/p1dmjkdp2j9/

http://elearning.dentrix.com/p6a5hlvpu83/

http://www.doh.ihs.gov/EDR/index.cfm?fuseaction=home.display

https://www.ihs.gov/doh/edr/index.cfm?fuseaction=sample.demo or https://www.ihs.gov/DOH/EDR/ also works.

http://elearning.dentrix.com/p6lhu7di38z/

http://www.dentrixenterprise.com/training/webinars.aspx