dentgrix new patient report

There are several reports in Dentrix that show new patient numbers for each month. You can find new patients seen each month in the Practice Advisor Report, the Practice Analysis in the Office Manager, and even on the production calendar in the Appointment Book.

Full Answer

What is the patient report (by filters) option in Dentrix?

The Patient Report (by Filters) option in Dentrix makes it easy for you to create custom reports and find specific patient data. When you generate reports using this feature, you can specify which information you want to see on the report, so you don’t have to search through information you don’t need to find the information you want.

What happens if you look at the day sheet in Dentrix?

If the doctor in the above story had looked at the Day Sheet in Dentrix, she would have noticed that the root canal was incorrectly billed out, and it never would have been sent to the insurance company. The clinical team can also use the Day Sheet to see if something was missed, such as X-rays, pulp caps, or build-ups.

How do I search for a patient in Dentrix?

From any patient-specific Dentrix module, open the Select Patient dialog box. Click the Advanced Search tab. Enter the phone number for the patient in the Phone field. Click the Search button. How do I reset my insurance in dentrix?

How do I activate a new patient in Dentrix?

How do I activate a new patient in dentrix? Click (or tap) in the Search existing patient /household box. Start typing a patient's first name, last name, chart number, or phone number (at least the first four digits). Continue typing as needed to narrow the search results list.

How do you find the number of new patients in Dentrix?

There are several reports in Dentrix that show new patient numbers for each month. You can find new patients seen each month in the Practice Advisor Report, the Practice Analysis in the Office Manager, and even on the production calendar in the Appointment Book.

How do I create a new patient in Dentrix?

0:185:08Now select your patient and select the family file icon from the top menu bar. Now select file fromMoreNow select your patient and select the family file icon from the top menu bar. Now select file from the drop-down select new patient with appointment.

How do I run a new patient report in Softdent?

To run the New Account List report:Select Reports > Account > First Visit. ... Select an output and click OK. ... In the Date Range of First Visit section, click the drop-down arrows to select the starting and ending dates from a calendar.More items...•

How do I check out a patient on dentrix?

Checking out patientsClick (or tap) Patient Walkout on a patient's appointment card in the Checkout section of the routing panel.On a patient's Ledger page, click (or tap) Patient Walkout.

How do I send a pre auth on dentrix?

1st: Create and Send the Pre-Authorization To do this, from the Ledger, click Options > Treatment Plan. This will open the Treatment Plan View of the Ledger. If the patient has treatment-planned procedures on this page, you can simply select the line items and click on the insurance icon to batch the pre-authorization.

How do you add a patient in Softdent?

To add a new patient or account from the Daily Appointments or Book At A Glance windows: Select an option: In the Daily Appointments window:Select a time slot, and select Appoint For New Patient/Account. In the Book At A Glance window:Select a time slot, and select Appoint For New Patient/Account.

How do you determine the number of active patients in Softdent?

The total count of patients will be displayed on the last page of the report.Click Reports in the main menu bar.Select Patient.Select Alphabetical.Click OK on the report output options window.Click OK on the Patient List report setup window. ... Allow the report to generate.

How do I add insurance to Softdent?

The following steps detail how to add an insurance plan to SOFTDENT Software.Click List in the main menu bar.Select Ins. ... Highlight any existing insurance plan in order to make the plan list active.To add a new insurance plan, press on the keyboard or click Add.Enter the name of the insurance plan.More items...•

What is the most fundamental task you will do in Dentrix Ascend?

Probably the most fundamental task you will do in Dentrix Ascend is adding a patient record. When adding a patient record in Dentrix Ascend, it will automatically search existing patients to help prevent you from adding a patient that has already been added to your database.

Can you attach a fee schedule to a new patient record?

If your office uses an in-house discount plan you may attach the fee schedule when adding a new patient record. This will cause the ledger to calculate a discount based on the fee schedule attached.

First Visit Date

The patient’s First Visit Date is determined by the date when you enter the patient into the Family File. Some offices don’t enter the patient into the Family File until the patient arrives for their first appointments, in which case the First Visit Date would be accurate.

Last Visit Date

Dentrix assigns the Last Visit Date based on the last procedure posted in the patient’s Ledger. This means if you are posting procedure codes for a missed appointment or a purchased product, Dentrix will consider this an appointment and adjust the patient’s Last Visit Date.

What is Dentrix report?

Dentrix reports give you the visibility into your practice that you need as a business owner. With that in mind, let me share with you five critical Dentrix reports that every doctor should be using regularly.

How to run audit trail report?

To run the Audit Trail Report, in the Office Manager, click Maintenance > Audit Trail Reports. Specify the desired options for your report and click OK. For more advice about using the Audit Trail Report, read “ Fraud Prevention Starts at the Top .”.