Become a Dentrix Financial Specialist

Master billing and insurance in Dentrix and earn the recognition you deserve.

Updated 7/15/20

Even if your schedule is always full and you provide a high volume of quality treatment, your practice will not succeed if you don’t manage your accounts receivable well. The bottom line is that your practice needs to bring in money in order to function, so you need at least one team member who specializes in managing accounts receivable and insurance in Dentrix.

Your practice needs someone who knows how and what to bill for procedures, understands how to explain balances to patients, and uses the tools in Dentrix to collect patient balances. It would be even better if you have an insurance expert who knows how to set up insurance correctly in Dentrix, get accurate patient insurance estimates in the software, and manage claims and payments.

That’s where Dentrix Mastery TracksTM comes in. The Financial track in Dentrix Mastery Tracks will help you master the Dentrix knowledge and skills to set up and enter financial transactions, manage accounts receivable, create accurate financial reports, set up insurance plans, and process insurance claims.

Best of all, when you complete all of the courses and tests in the Financial track, you’ll receive a Dentrix Financial Specialist certificate and earn the respect and recognition you deserve from your dentist and your peers.

What is Dentrix Mastery Tracks?

Dentrix Mastery Tracks includes courses and tests that help you improve your Dentrix skills and master the tasks you do every day. There are four tracks: Front Office, Financial, Clinical, and Practice Analysis. The Financial Mastery track is ideal for office managers, billing/insurance coordinators, and other team members who routinely manage payments, billing statements, insurance, and financial reporting.

The courses are online and on-demand, so you can study wherever and whenever it’s convenient for you, and you can learn at your own pace. All you need to get started is a Dentrix Customer Service Plan and your Dentrix customer ID number.

Take a course. Take a test. Earn a certificate.

The process is simple. You take a course and then take the test that goes along with the course. When you pass the test, you earn a certificate.

There are two courses in the Financial track: Billing and Accounts Receivable Mastery and Insurance Mastery. You can take both courses from start to finish, focus your study on new skills you want to learn, or study processes you want to improve to make routine daily tasks easier.

The courses contain three to six lessons, and each lesson is made up of several topics. Each topic includes an introduction that describes a Dentrix task and when to use it, a short video that shows how to perform the task, additional tips that give extra insights about the task, and a practice exercise that helps reinforce learning.

When you complete a course, you can take a test to check your understanding. If you pass the test, you’ll earn a certificate to show your achievement.

Become a Dentrix Financial Specialist.

When you pass both tests in the Financial track, you’ll earn the Financial Specialist certificate. Earning the Financial Specialist certificate shows that you have mastered the Dentrix skills to support patient billing and collections, insurance management, and financial reporting.

You have a wide range of experience and expertise, and you deserve to be recognized for everything you can do! As a Financial Specialist, you’ll be able to demonstrate your value as a skilled member of the dental team and earn greater respect, trust, and responsibility. You’ll enjoy greater confidence in your own skills and find more opportunities to grow in your career.

Visit to read interviews with several Financial Specialists and find out how becoming a specialist increased their confidence and made them a more valuable member of their dental team.

Learn on your own schedule.

We know your office is busy. We designed Mastery Tracks online learning and testing with flexibility in mind so you can easily fit it into your day.

You don’t have to go through an entire course or lesson at once. Each lesson has 10-15 topics, and each topic is short and will only take three to five minutes to complete. Plus, the courses are set up in a system that allows you to mark what you have completed as you study. That means you can study a few topics at a time when you can fit in a little learning with the other things you’re doing in the office. Then, when you return to the course, you’ll know exactly where you left off.

Each Financial Mastery test has 53-55 questions and may take up to 75 minutes to complete.* The good news is that you don’t have to take a whole test at once. You can pause a test and save what you have done, and then come back to the test at a more convenient time.

*Mastery tests cost $19.95 per test and include up to three attempts to pass each test.

What about team members who are new to Dentrix?

The Financial Mastery track is ideal for team members with more than a year of experience using Dentrix who are ready to advance their Dentrix skills. If you’re new to Dentrix, there’s an option for you too. You can get up to speed and learn basic Dentrix skills by completing Dentrix Essentials courses and tests.

The Essentials learning level is the foundation for Dentrix Mastery Tracks. It includes brief courses and short tests of fundamental skills that are perfect for team members with less than a year of Dentrix experience.

The Financial Essentials course will help you build the foundation of your financial skills. Then, once you’ve completed the Dentrix Essentials course and test and you’re ready to expand your skills, you can move on to the Mastery level courses and tests and become a Dentrix Financial Specialist.

Get started today!

Today is the day to master financial skills and become a Dentrix Financial Specialist. Visit to learn more about Dentrix Mastery Tracks and get started.


It’s easy to get started!

  1. Log in to the Dentrix Resource Center at
  2. In the Get Your Training section, click Enter.
  3. Click Register to create your learner account, or log in if you already have one. You will be required to create a personal username and password so you can track your learning progress.
  4. Under Study for Mastery, click Courses, click the course you want to take, and then click a lesson to begin learning.


These dental professionals have earned the Dentrix Financial Specialist certificate. Read on to find out how becoming a financial specialist has helped them increase their Dentrix expertise and become more confident in their Dentrix skills. To read about other specialists, check out the Dentrix Mastery Tracks specialist spotlights at

  • “I knew I wanted to receive the specialist title. It’s a great way to see how much you really know about Dentrix. As a leader in the practice, I need to set a good example to others, and achieving this does that.”
    -Victoria Jimenez, Treatment and Finance Coordinator Read the full interview
  • “Not only has it boosted my confidence attaining the Dentrix specialist title, it has helped me become a better trainer for our new team members.”
    -Monica Robinett, Senior Financial Coordinator Read the full interview
  • “For me, becoming a specialist was not just about improving my career, but improving the overall productivity and profitability of the practice.”
    -Paige Lilley, Insurance/Billing Coordinator Read the full interview
  • “I have the knowledge to answer questions that I couldn’t answer before. This knowledge will help me further my career within my company and show that I have the drive, initiative, and willingness to learn new things that will help our company be successful.”
    -Ja’Rice Chisholm, Office Manager Read the full interview
  • “Taking the time to educate myself more has really helped the office run smoothly and more efficiently. It is comforting to know that I can be a reliable source for my office staff as well as my patients.”
    -Mary LeBlanc, Office Manager Read the full interview
  • “I liked the idea of taking the tests myself to be able to review my current skills, including my strengths and my weaknesses. From an office manager standpoint, I think the tests are great to give to the staff to see where their weaknesses are. It gives me the ability to help and train them to improve.”
    -Leslie Garabedian, Office Manager Read the full interview

Learn More

Visit to learn more about Dentrix Mastery Tracks training and the courses that are available.

Read “Become a Dentrix Clinical Specialist,” “Become a Dentrix Front Office Specialist” and “Help Your New Hires Get Off the Ground Faster” to learn about other ways to use Dentrix Mastery Tracks training.

By Erin Brisk, Senior Editor

Originally published in Dentrix Magazine, Summer 2019