 |
The High Performing Dental TeamHey there, Im Dayna Johnson . . . dental practic Author: Dayna Johnson
Hey there, Im Dayna Johnson . . . dental practice management expert, certified Dentrix trainer and founder of Novonee, revolutionizing the dental industry through innovation and strategic leadership. It wasnt long ago that I lived in your shoes navigating the daily challenges of managing a dental practice with the hopes and dreams of having a productive schedule, money in the bank, and getting home on time to my sweet daughter. After 25 years working in the dental practice and 17 years as a certified Dentrix trainer, I found my lifes work helping dental teams 1:1 optimizing their systems and software. If you are looking to create the thriving dental practice you have always dreamed of and empower your high performing dental team, you are in the right place. Lets get started! Language: en Genres: Education Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
#217 Fall Clean up - Inactivating providers and team members
Monday, 27 July, 2026
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 #DentalOffice #PracticeManagement #DentalWorkflows #OfficeManager #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.
