The High Performing Dental Team

The High Performing Dental Team

By Dayna JohnsonEducation
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The High Performing Dental Team episodes

  • #226 Mapping Out Your Schedule for Optimized Workflow
    Your dental schedule should do more than fill appointment times. It should help patients find you, make online booking easier, support your production goals, and keep your day running on time.
    In this episode of the High Performing Dental Team Podcast, Dayna Johnson takes one of her favorite practice management software features from her recent AADOM presentation and applies it specifically to the Dentrix community: Perfect Day Scheduling. She explains how thoughtfully mapping your Dentrix schedule can support online booking, improve patient access, simplify team workflows, and create a more productive day. Pasted text
    With patients increasingly using AI tools to search for dental practices, convenient access and online scheduling are becoming even more important. Dayna shares how Dentrix Perfect Day Scheduling can help practices prepare for this shift while still maintaining control over where patients can book.
    ✅ Key Takeaways
    - Why Dentrix Perfect Day Scheduling is becoming even more important as online booking and AI-powered search evolve.
    - How patients may use conversational AI tools to search for a dentist based on insurance, family needs, location, and appointment availability.
    - Why reducing barriers between finding your practice and booking an appointment online can improve the patient experience.
    - How to use Dentrix Perfect Day blocks to control which appointment times are available for online scheduling.
    - Why new patient blocks should be strategically positioned alongside procedures where the doctor is less captive.
    - How mapping your schedule horizontally can help your clinical team work more efficiently. Pasted text
    - How Perfect Day Scheduling can help new team members understand where specific procedures belong.
    - Why schedule blocks can support your daily dental production goals and create more consistency across the team.
    - How strategic scheduling can help protect lunch breaks and keep your team from routinely running late at the end of the day.
    - Why a well-designed Dentrix schedule can improve both practice productivity and the patient experience.
    👥 Who This Episode Is For
    This episode is especially helpful for:
    - Dentrix users
    - Dental office managers
    - Dentists and practice owners
    - Scheduling coordinators
    - Front office teams
    - Practices implementing online booking
    - Teams struggling to reach daily production goals
    - Practices onboarding new dental team members
    - Dental teams looking to improve scheduling workflows and patient access
    ❓ Frequently Asked Questions
    What is Dentrix Perfect Day Scheduling?
    Perfect Day Scheduling allows you to map out specific blocks within the Dentrix Appointment Book for different types of procedures. This helps guide your team toward a more intentional schedule instead of simply filling whatever appointment time happens to be available.
    📅 Is It Time to Map Out Your Perfect Day?
    Perfect Day Scheduling isn't just about making the Appointment Book look organized. It's about creating a dental scheduling system that supports your production goals, makes onboarding easier, improves online booking, protects your team's time, and creates a better experience for your patients.
    Dayna can help you map out your Dentrix schedule and build workflows that make sense for your practice.
    👉 Book a discovery call with Dayna:
    https://calendly.com/dayna-johnson/discovery-call
    🌐 Learn more about Novonee and Dentrix training:
    https://www.novonee.com
    👍 Subscribe to the High Performing Dental Team YouTube channel for more Dentrix training, dental practice management strategies, scheduling tips, workflow improvements, and practical systems for building a high-performing dental team.
    17 min
  • #225 Dentrix Membership Plan Setup (Replay): 3 Ways to Manage and Track Your In-Office Membership Plan
    Your dental membership plan should make life easier for your team, not create inaccurate reports, unnecessary claims, or confusing Dentrix workflows.
    In this episode of the High Performing Dental Team Podcast, Dayna Johnson breaks down her best practices for managing an in-office dental membership plan in Dentrix. Instead of giving every practice the same setup, Dayna explains three different levels, from a simple baseline approach to a fully optimized Dentrix membership plan workflow that tracks revenue, payments, renewals, and reporting.
    Whether you manage your membership plan internally or use a third-party membership company, this episode will help you decide how much information you want to track and how to build a Dentrix system that supports your dental practice management goals.
    ✅ Key Takeaways
    Why there isn't one perfect Dentrix membership plan setup for every dental practice.
    How to create a simple membership plan adjustment for hygiene procedures included in the plan.
    When Dayna recommends creating a separate fee schedule for membership plan patients who receive discounts on restorative treatment.
    Why Dayna does not recommend setting up your dental membership plan as an insurance plan in Dentrix.
    How treating a membership plan like insurance can inflate your insured patient count and cause Dentrix to try to generate insurance claims.
    How to create membership plan procedure codes when you want to track membership production and payments.
    Why membership revenue may be posted to an owner doctor or company provider ID to keep it separate from doctor and hygiene production.
    How a billing type can help identify membership plan patients and filter Dentrix reports.
    How to use Continuing Care to help track annual membership renewals.
    How to account for third-party membership management and processing fees when more detailed reporting is needed.
    How Future Due Payment Plans can support monthly membership payments and recurring credit card charges in Dentrix.
    🦷 Three Levels of Dentrix Membership Plan Management
    Option 1: Baseline Setup
    Keep the workflow simple. Post the patient's hygiene procedures as usual, then use a membership plan adjustment for services included in the plan. If your membership includes a restorative discount, consider attaching a membership-specific fee schedule.
    Option 2: Mid-Level Tracking
    Add membership plan procedure codes so you can track membership production and payments inside Dentrix while continuing to post and adjust included hygiene services appropriately.
    Option 3: Optimized Tracking
    For practices that want more detailed reporting, add tools such as a billing type and Continuing Care renewal tracking. This can allow you to track membership plan patients, revenue, payments, adjustments, and renewals inside Dentrix.
    📥 Download the FREE Dentrix Membership Plan Tip Sheet
    Want the setup instructions in an easy-to-follow resource? Dayna created a free Dentrix Membership Plan Tip Sheet to accompany this episode.
    👉 Download the free tip sheet:
    https://novoneecommunity.mykajabi.com/Membership-plans-setup-dentrix
    📲 Want Help Setting Up Your Dentrix Membership Plan?
    If you're not sure which setup is right for your practice, or you want help creating better Dentrix systems, workflows, reporting, and membership plan processes, schedule a discovery call with Dayna.
    👉 Book a discovery call:
    https://calendly.com/dayna-johnson/discovery-call?
    🌐 Learn more about Novonee:
    www.novonee.com
    👍 Subscribe to the High Performing Dental Team YouTube channel for more Dentrix training, dental practice management strategies, workflow improvements, and practical systems you can implement immediately.
    18 min
  • #224 End of Year Benfits
    Use It or Lose It: How to Find Unscheduled Treatment in Dentrix Before Year-End
    September is the time to start mining for gold in Dentrix, because your patients may have unused dental benefits and unscheduled treatment sitting right in front of you.
    In this episode of the High Performing Dental Team Podcast, Dayna Johnson shares a practical year-end strategy for finding patients with unscheduled dental treatment and remaining insurance benefits. She explains how your entire dental team can create appropriate urgency around treatment, while your admin team uses the Dentrix Treatment Manager and Office Journal to build a consistent follow-up workflow.
    The goal isn't just to fill the schedule. It's to help patients maximize the benefits they've already paid for, improve case acceptance, and help your dental practice finish the year strong.
    ✅ Key Takeaways
    Why September is the ideal time to begin year-end dental insurance benefit conversations.
    How hygienists can review outstanding treatment during continuing care visits and educate patients about benefits that may expire.
    How dental assistants can reinforce treatment recommendations with existing and new patients.
    Why Dayna calls the Dentrix Treatment Manager "mining for gold."
    How to use Treatment Manager to identify recently diagnosed, unscheduled treatment that is still fresh in the patient's mind.
    How to filter Treatment Manager by remaining dental insurance benefits, including patients with a specific amount of benefits remaining.
    Why Dayna recommends focusing administrative follow-up on treatment diagnosed roughly two weeks to five months ago.
    How exporting Treatment Manager data to Excel may support additional email or text outreach workflows.
    How third-party patient communication software may help you create a year-end benefits campaign.
    Why the Dentrix Office Journal should be the centralized hub for documenting treatment follow-up.
    How Office Journal reminders can create a daily follow-up list for treatment coordinators and other admin team members.
    ❓ Frequently Asked Questions
    How do I find patients with unscheduled treatment in Dentrix?
    Dayna recommends using the Dentrix Treatment Manager to identify patients with recently diagnosed treatment who left without scheduling. For treatment follow-up, she typically focuses on cases diagnosed approximately two weeks to five months ago.
    Can Dentrix identify patients who still have insurance benefits remaining?
    Yes. Treatment Manager can be filtered by remaining benefits. For example, your team could look for patients with at least $500 in benefits remaining who also have unscheduled treatment.
    Where should we document treatment follow-up in Dentrix?
    Use the Office Journal as your centralized location for treatment follow-up notes. You can also create Office Journal reminders for future calls or texts, helping your team maintain a consistent follow-up workflow.
    📅 Don't Wait Until December
    Year-end dental insurance campaigns work better when you give patients enough time to actually get scheduled.
    Bring this topic into your next morning huddle and get the entire team involved. Your hygienists, dental assistants, treatment coordinators, and front office team can all help patients understand their treatment needs and make informed decisions before the end-of-year rush.
    📲 Want to Optimize Your Dentrix Systems?
    If you want help improving your Dentrix workflows, treatment follow-up systems, case acceptance, or dental practice management protocols, schedule a free discovery call with Dayna.
    👉 Book a discovery call with Dayna:
    https://calendly.com/dayna-johnson/discovery-call
    🌐 Learn more about Novonee and Dentrix training:
    https://www.novonee.com
    👍 Subscribe to the High Performing Dental Team YouTube channel for more Dentrix tips, dental practice management strategies, workflow improvements, and practical systems you can implement with your team.
    15 min
  • #223 Scheduling Lists Best Practices
    If your Dentrix Unscheduled List or Continuing Care List is so cluttered that your team has stopped using it, patients may already be falling through the cracks.
    In this episode of the High Performing Dental Team Podcast, Dayna Johnson shares what she has been seeing repeatedly during Dentrix practice assessments: messy scheduling lists, outdated appointments, unnecessary customized lists, and inaccurate Continuing Care data. She walks through practical ways to clean up your Dentrix Unscheduled List and Continuing Care List so your team can fill openings, improve patient retention, and create more reliable scheduling workflows.
    Your Dentrix practice management software should be your team's central source of accurate, current patient information. When the data is clean, these lists become powerful tools for keeping your schedule full and preventing patients from getting lost in the system.
    ✅ Key Takeaways
    Understand exactly what belongs on the Dentrix Unscheduled List, including broken, no-show, canceled, and Wait/Will Call appointments.
    Document the reason for a broken appointment in the Office Journal so the next team member has the full story.
    Avoid letting appointments sit on the Unscheduled List indefinitely. Dayna recommends approximately three months for most appointments, with reasonable exceptions.
    Clean up old customized scheduling lists created by former team members or providers.
    Simplify your workflow by using the main Unscheduled List and filtering by provider instead of maintaining numerous separate lists.
    Create useful Continuing Care Lists for overdue hygiene patients, rather than relying on Dentrix default lists for patients who are not yet overdue.
    Focus your Continuing Care workflow on prophy and periodontal maintenance patients who need to be reactivated.
    Remove broken or canceled appointments from the Appointment Book so Dentrix and your automated patient communication system don't mistakenly think the patient is still scheduled.
    Watch for patients incorrectly assigned to both prophy and periodontal maintenance Continuing Care types.
    Learn what the plus sign in the Continuing Care appointment column can tell you about a patient's existing appointment.
    Keep your Dentrix data clean so third-party patient engagement and reporting tools are also working from accurate information.
    👥 Who This Episode Is For
    This episode is especially helpful for dental office managers, scheduling coordinators, hygiene coordinators, front office teams, Dentrix users, practice owners, and dental teams struggling with overdue patients, broken appointments, hygiene reactivation, patient retention, or schedule openings.
    ❓ Frequently Asked Questions
    What is the Dentrix Unscheduled List used for?
    The Unscheduled List acts as a holding place for patients who had a broken or canceled appointment or who need an appointment but are not ready to schedule yet. Used correctly, it becomes an important tool for filling openings and preventing appointments from falling through the cracks.
    How long should an appointment stay on the Dentrix Unscheduled List?
    Dayna recommends keeping most appointments on the list for no more than about three months. After several documented follow-up attempts, the team can remove the appointment rather than allowing the list to become unmanageable.
    👉 Book a discovery call with Dayna:
    https://calendly.com/dayna-johnson/discovery-call
    🌐 Learn more about Novonee and Dentrix training:
    https://www.novonee.com
    If this episode was helpful, subscribe to the High Performing Dental Team YouTube channel and share it with your office manager, scheduling coordinator, or dental team. A cleaner Dentrix database can lead to better workflows, better follow-up, and fewer patients falling through the cracks.
    16 min
  • #222 Dental Insurance EFTs & ERAs: Get Paid Faster and Save Hours | Interview with Colleen Huff
    Dental insurance payments don’t have to be confusing, time-consuming, or difficult to reconcile. If your dental practice is still relying heavily on paper checks and EOBs, understanding EFTs and ERAs could dramatically streamline your insurance workflow and improve cash flow.
    In this episode of the High Performing Dental Team Podcast, Dayna Johnson sits down with dental insurance expert Colleen Huff to break down EFTs (Electronic Funds Transfers), ERAs (Electronic Remittance Advice), insurance payment reconciliation, and Dentrix insurance workflows. Colleen explains why dental practices are moving toward electronic insurance payments, how to create checks and balances, and how tools like Dentrix Insurance Eligibility Pro can improve efficiency.
    They also discuss why dental insurance isn't just an administrative responsibility. From accurate clinical notes and diagnostic images to treatment estimates and collections, every member of the dental team plays a role in helping the practice get paid correctly.
    ✅ Key Takeaways
    Understand the difference between an EFT and ERA and why your practice may want both.
    Learn how ERAs can flow directly into Dentrix and reduce manual insurance payment posting.
    Discover why Colleen recommends a separate bank account for dental insurance EFT deposits to make reconciliation easier.
    Create a checks-and-balances process so your team verifies that EFT deposits actually reached the bank before posting payments.
    Learn why ERAs and EFTs can save significant administrative time and help improve dental practice cash flow.
    Understand how electronic EOB information can be stored within the patient's Dentrix Document Center.
    Learn why accurate insurance breakdowns directly affect treatment estimates, patient portions, collections, and patient trust.
    Hear Colleen's experience using Dentrix Insurance Eligibility Pro to sync insurance information and reduce manual data entry.
    Discover why your entire dental team, including the clinical team, has a role in successful insurance claims and reimbursement.
    Learn why dental practices need to continually update their insurance workflows as payer requirements and technology change.
    👥 Who This Episode Is For
    This episode is especially valuable for dental practice owners, office managers, insurance coordinators, financial coordinators, dental billers, front office teams, Dentrix users, and anyone responsible for dental insurance payments, claims, EOBs, EFT reconciliation, accounts receivable, or insurance verification.
    🎓 Learn More From Colleen Huff
    Colleen offers training and resources to help dental teams understand EFTs, ERAs, insurance workflows, and the rapidly changing dental insurance environment.
    👉 Learn more about Colleen's training:
    https://colleenhuff.com/
    📲 Ready to Improve Your Dental Practice Systems?
    If inefficient insurance processes, Dentrix workflows, or outdated systems are costing your team time and money, Dayna can help identify the gaps and create more efficient workflows.
    👉 Book a discovery call with Dayna:
    https://calendly.com/dayna-johnson/discovery-call
    🌐 Learn more about Novonee:
    www.novonee.com
    👍 Subscribe to the High Performing Dental Team channel for practical strategies on Dentrix, dental practice management, insurance workflows, accounts receivable, treatment planning, and building a more efficient dental team.
    33 min
  • #221 Most replayed moment from last year: Where to Make Notes in Dentrix
    Where Should You Make Notes in Dentrix? A Complete Guide to Dental Practice Documentation
    📝 If a patient calls your dental office and says, “Someone called me yesterday, but I don’t know why,” could anyone on your team quickly find the answer? If not, you may have a Dentrix documentation problem.
    In this episode of the High Performing Dental Team Podcast, Dayna Johnson breaks down the many places you can make notes in Dentrix and, more importantly, explains which note belongs where. With roughly a dozen different documentation options available, having a consistent system can make a huge difference in dental practice efficiency, patient communication, onboarding, and team workflows.
    Consider this a mini Dentrix training session you can bookmark and share with your entire dental team.
    ✅ Key Takeaways
    Learn when to use the Appointment Book daily note for morning huddles, team reminders, goals, and information specific to that day.
    Use appointment notes for information related to a specific visit, including patient copays, scheduling preferences, new insurance, or ASAP List details.
    Understand how Appointment Book events can communicate team meetings, lunches, operatory assignments, and other scheduling information.
    Use the Patient Note for relationship-building information such as hobbies, family, pets, and other details that help personalize patient conversations.
    Document insurance plan frequencies, limitations, and plan provisions in the Insurance Plan Note, not patient-specific eligibility information.
    Learn the difference between the Account Note and Billing Statement Note in the patient ledger.
    Add notes to adjustments and payments to clearly document why financial transactions were made.
    Understand the difference between Progress Notes, Procedure Notes, and Clinical Notes.
    Use procedure notes to document treatment details that can help treatment coordinators answer patient questions and support treatment follow-up.
    Remember Dayna's two essential questions for clinical notes: What happened today, and what's next?
    Use the Office Journal as the centralized location for non-clinical patient contacts, including calls about unscheduled treatment, overdue recare, and other follow-up conversations.
    Use Patient Alerts strategically for important information that team members need to see immediately.
    Understand where information belongs in the Health History Module and how health history pop-ups work.
    Document insurance follow-up details in the Claim Status Notes, including who you spoke with, claim status updates, and additional information requested by the insurance company.
    📥 Get the Dentrix Notes Tip Sheet
    Dayna created a downloadable Dentrix Notes Tip Sheet to accompany this episode. Use it as a quick-reference guide for your current team or include it in your new team member onboarding process.
    👉 Download the tip sheet:
    https://novoneecommunity.mykajabi.com/notes_and_documentation
    📲 Want Help Optimizing Your Dentrix Workflows?
    If your team is struggling with inconsistent documentation, inefficient workflows, or simply isn't sure where information belongs in Dentrix, let's take a closer look at your systems.
    👉 Book a discovery call with Dayna:
    https://calendly.com/dayna-johnson/discovery-call
    🌐 Find more Dentrix training and resources:
    www.novonee.com
    👍 Subscribe to the High Performing Dental Team YouTube channel for more Dentrix tips, dental practice management strategies, workflow training, and practical systems you can implement with your team.
    29 min
  • #220 Before You Switch Dental Software, Fix This First
    Is Your Dentrix Software Really the Problem, or Do Your Systems Need a Cleanup?
    Thinking about switching from Dentrix Core to Dentrix Ascend because your software feels messy, outdated, or overloaded with bad data? Before you make the leap, there’s an important question to ask: Will changing dental software actually solve the problem?
    In this episode of the High Performing Dental Team Podcast, Dayna Johnson shares a conversation with a dentist who was considering leaving Dentrix Core after 28 years because of messy patient ledgers, duplicate insurance plans, excessive adjustment types, and years of accumulated data. While Dentrix Ascend could provide a clean slate, Dayna explains why switching dental practice management software without fixing the underlying workflows and team habits could eventually recreate the exact same problems.
    Whether you stay with Dentrix Core, move to Dentrix Ascend, or consider another dental practice management system, the real goal is to build better systems, stronger SOPs, cleaner data, and consistent team workflows.
    ✅ Key Takeaways
    Don’t switch dental software just to get a clean slate. First identify what is actually creating the problems in your current system.
    Your workflows matter more than the software. Duplicate insurance plans, inaccurate ledgers, unnecessary adjustment types, and other data problems often come from inconsistent processes.
    Clean up patient ledger allocations daily. Correct allocations help ensure payments are applied to the appropriate patient and provider in Dentrix Core.
    Create clear rules for adding insurance plans. Dayna recommends searching by group number, group plan name, and employer before creating a new insurance plan.
    Limit security rights. Not every dental team member needs permission to add providers, insurance plans, payment types, billing types, or adjustment types.
    Build standard operating procedures before changing software. Without consistent SOPs, the same problems can follow your practice into a new system.
    Create recurring Dentrix cleanup workflows. Maintaining clean practice data should be an ongoing process, not a once-a-year project.
    Optimize the software you already have. Before investing the time and money into a software conversion, determine whether better training and systems could solve your current challenges.
    👥 Who This Episode Is For
    This episode is especially helpful for:
    Dentists and dental practice owners
    Dental office managers
    Dentrix Core users
    Practices considering Dentrix Ascend
    Dental teams considering a practice management software conversion
    Insurance and billing coordinators
    Dental practices struggling with messy patient ledgers
    Teams dealing with duplicate insurance plans or inconsistent Dentrix data
    Anyone responsible for dental practice management systems, workflows, SOPs, or team training
    📲 Get More Dentrix Tips & Resources
    Want to clean up your Dentrix workflows and create systems your entire dental team can follow?
    📱 Download the Novonee app and visit the Toolbox for free Dentrix tip sheets, including resources for ledger allocations and team onboarding. Dayna specifically recommends these resources for practices working to improve their Dentrix systems.
    🌐 Learn more: www.novonee.com
    📅 Want personalized help optimizing your systems and software?
    Book a discovery call with Dayna: https://calendly.com/dayna-johnson/discovery-call
    16 min
  • #219 The 3 AI Tools Every Dental Practice Should Be Using Right Now with Dr. Kathryn Alderman author of "The AI Advantage"
    🤖 AI is changing what it means to run a high-performing dental practice, but adding more technology without the right strategy can create more problems than it solves.
    In this episode of the High Performing Dental Team Podcast, Dayna Johnson sits down with Dr. Kathryn Alderman, a practicing dentist, multi-location founder, healthcare entrepreneur, and AI strategist, to discuss how dental practices can use artificial intelligence to improve efficiency without losing the human connection.
    Dr. Alderman shares practical ways dental teams can use AI for case acceptance, insurance verification, revenue cycle management, patient communication, business analysis, and front office workflows. Just as importantly, she explains why successful AI implementation requires strong systems, team training, thoughtful change management, and humans working alongside technology.
    📘 Buy Dr. Kathryn Alderman's Book: AI Advantage: https://www.amazon.com/AI-Advantage-Transforming-Practice-Dentistry/dp/B0FT8T8ZWG
    ✅ Key Takeaways
    Discover the three AI solutions Dr. Alderman believes can have an immediate impact on dental practices: AI diagnostics, insurance and revenue cycle automation, and AI receptionists.
    Learn how AI diagnostics can help patients better understand treatment recommendations and support stronger case acceptance.
    Explore how AI can reduce time spent on repetitive insurance verification and administrative tasks.
    Understand how AI receptionists can help capture missed and after-hours calls without replacing the human relationships patients value.
    Learn why your AI tools should integrate with your dental practice management software instead of creating multiple disconnected platforms.
    Discover important questions to consider before giving an AI solution access to patient information.
    Learn why Dr. Alderman recommends focusing on one problem, one AI solution, and one successful implementation at a time.
    Discover how change management, education, training, and consistent follow-up can improve technology adoption.
    👥 Who This Episode Is For
    ❓ Frequently Asked Questions
    How can AI be used in a dental practice?
    AI can support dental practices with clinical diagnostics, case acceptance, insurance verification, revenue cycle management, phone communication, business analysis, patient communication, and other repetitive administrative workflows.
    Will AI replace dental team members?
    The focus of this conversation is not replacing people. Dr. Alderman emphasizes a human-in-the-loop approach, where AI handles or supports appropriate tasks while team members continue providing the communication, judgment, and personal connection patients need.
    🎙️ About Dr. Kathryn Alderman
    Dr. Kathryn Alderman is a practicing dentist, multi-location founder, healthcare entrepreneur, and AI strategist with more than 20 years of experience in dentistry and business strategy. Her background combines clinical dentistry, business, technology, and specialized education in building AI solutions.
    Her approach to AI is simple: technology should support your team, solve real problems, and help your practice perform better, not add more complexity.
    📲 Ready to Optimize Your Dental Practice?
    Want help identifying gaps in your systems, software, and dental practice workflows?
    👉 Book a discovery call with Dayna:
    https://calendly.com/dayna-johnson/discovery-call
    🌐 Learn more and access dental practice management resources:
    www.novonee.com
    👍 If this episode was helpful, subscribe to the High Performing Dental Team channel, leave a comment, and share it with your dentist, office manager, or dental colleagues who are trying to figure out where AI fits into their practice.
    38 min
  • #218 Interview with Richard May with Mango Voice: Why Dental Practices Are Still Missing 35% of Their Calls
    Richard May is the Vice President of Business Development at Mango Voice, where he focuses on helping dental practices improve communication through cloud-based phone systems, AI-powered workflows, and secure practice management integrations. Richard works closely with dental teams across the country to simplify patient communication while enhancing efficiency and the overall patient experience.
    Learn more about Mango Voice:
    https://www.mangovoice.com
    📞 What if every phone call to your dental practice could instantly identify the patient, summarize the conversation, and document it in Dentrix automatically? That's no longer the future. It's happening today.
    In this episode, Dayna Johnson sits down with Richard May, VP of Business Development at Mango Voice, to explore how AI is transforming dental practice communication. They discuss the newest Dentrix and Dentrix Ascend integration, AI-powered phone call summaries, verbal skills coaching, and why choosing secure, authorized technology is essential for protecting patient data and improving practice efficiency.
    Whether you're evaluating a new phone system, looking to improve team training, or exploring AI for your dental practice, this conversation will help you understand what's possible today and what's coming next.
    ✅ Key Takeaways
    Learn how Mango Voice integrates directly with Dentrix and Dentrix Ascend using an approved API.
    Discover how AI-generated phone summaries automatically document conversations in the Dentrix Office Journal.
    Understand how screen pop technology improves the patient experience before the phone is even answered.
    Learn why standardized call notes improve communication across in-office and remote teams.
    Explore AI-powered verbal skills coaching that helps team members practice real patient conversations in a stress-free environment.
    Find out how sentiment analysis and call scoring can improve customer service and team performance.
    Understand why secure, authorized software integrations are critical for protecting patient data.
    Get a realistic look at the future of AI receptionists, after-hours call handling, and practice automation.
    👥 Who This Is For
    This episode is perfect for:
    Dentists and practice owners
    Office managers
    Front office coordinators
    Dentrix and Dentrix Ascend users
    Dental teams evaluating phone systems
    Practices exploring AI and workflow automation
    Anyone looking to improve patient communication and team efficiency
    ❓ Frequently Asked Questions
    Q: What does Mango Voice integrate with?
    Mango Voice offers a direct, authorized integration with Dentrix and Dentrix Ascend, allowing patient information, call summaries, and Office Journal notes to flow seamlessly into your practice management software.
    Q: How can AI improve phone training for dental teams?
    AI-powered verbal skills coaching allows team members to practice real-world patient conversations, receive immediate feedback, and build confidence without traditional role-playing.
    Q: Why is an authorized Dentrix integration important?
    Authorized integrations help protect patient data, reduce duplicate data entry, improve workflow efficiency, and ensure your software follows security and compliance best practices.
    Learn more about Mango Voice:
    https://www.mangovoice.com
    📲 Want Help Choosing the Right Technology for Your Practice?
    Dayna carefully evaluates every software recommendation based on workflow efficiency, data security, and real-world results for dental practices.
    👉 Book a discovery call with Dayna:
    https://calendly.com/dayna-johnson/discovery-call
    🌐 Learn more and access free Dentrix resources:
    https://www.novonee.com
    #DentalTechnology
    #DentalAI
    #MangoVoice
    #DentalWorkflows
    #PatientCommunication
    👍 If you enjoyed this conversation, subscribe to the channel, leave a review, and share this episode with your office manager, front desk team, or study club. The right technology can save your team time while creating a better experience for every patient.
    37 min
  • #217 Fall Clean up - Inactivating providers and team members
    In case you missed it, this week's podcast is a replay from last year. I chose to bring this episode back because the guidance is still incredibly valuable. Keeping your Dentrix database clean is one of those maintenance tasks that never goes out of style, and if your practice has experienced staffing changes recently, this is the perfect time for a refresher.
    🍂 Is your Dentrix database cluttered with inactive providers and former team members? A simple cleanup can improve reporting, streamline scheduling, and keep your practice running more efficiently.
    In this episode, Dayna Johnson kicks off her Dentrix Fall Cleanup Series by walking through the correct way to inactivate providers and team members without affecting your historical data. Learn what really happens behind the scenes in Dentrix, what changes to expect, and how to confidently clean up your database while preserving accurate production, accounts receivable, and reporting.
    If you've been putting off this maintenance because you're worried about changing historical records, this episode will give you the confidence to tackle it the right way.
    ✅ Key Takeaways
    Learn why it's important to inactivate former providers and team members in Dentrix.
    Understand what information does and does not change when you inactivate a provider.
    Discover why Dentrix requires a replacement provider or team member during the process.
    See how future appointments, treatment plans, and reminders are reassigned automatically.
    Learn why historical production, payments, clinical notes, and completed procedures remain unchanged.
    Understand how primary providers (Provider 1) and preferred hygienists (Provider 2) affect reports and patient records.
    Find out why inactive providers may still appear on Provider A/R reports.
    Learn the additional steps required before inactivating a team member in Dentrix.
    Keep your database organized without compromising historical reporting.
    👥 Who This Is For
    This episode is perfect for:
    Dentists and practice owners
    Office managers
    Practice administrators
    Dentrix users
    Scheduling coordinators
    Financial coordinators
    Dental teams preparing for ownership changes, staffing transitions, or database cleanup
    ❓ Frequently Asked Questions
    Q: Will inactivating a provider change historical production or reports?
    No. Inactivating a provider does not change historical production, payments, adjustments, clinical notes, or completed procedures. It primarily affects future appointments, treatment plans, and other active items.
    Q: Why does Dentrix require a replacement provider?
    Dentrix needs a replacement so future appointments, treatment-planned procedures, patient assignments, and reminders continue functioning correctly after the original provider is inactivated.
    Q: Can I inactivate team members the same way as providers?
    Yes, but there is one important difference. All users must be logged out of Dentrix before a team member can be inactivated.
    📲 Ready to Optimize Your Dentrix Database?
    Keeping your Dentrix database clean is one of the easiest ways to improve reporting accuracy and simplify daily workflows.
    👉 Book a discovery call with Dayna:
    https://calendly.com/dayna-johnson/discovery-call
    🌐 Learn more and access free Dentrix resources:
    https://www.novonee.com
    🔖 Hashtags
    #Dentrix
    #DentrixTips
    #DentalPracticeManagement
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    #DentalTeam
    👍 If this episode helped you better understand Dentrix provider cleanup, subscribe to the channel, leave a review, and share it with another dental office manager or practice owner who could benefit from a cleaner, more organized database.
    21 min

About The High Performing Dental Team

From the publisher's feed

Hey there, I’m Dayna Johnson . . . dental practice management expert, certified Dentrix trainer and founder of Novonee, revolutionizing the dental industry through innovation and strategic leadership.…

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