dentrix active patient report

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 in the report. To run the Patient Report (by Filters) Select ‘Office Manager’ > ‘Letters’ > ‘Misc. Letters’

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.

How do I add data to a Dentrix G4 report?

(For information about each filter, consult the Dentrix G4 User’s Guide or the Dentrix G4 Reports Reference.) Click the Data Fields tab and check the data you want to include on the report. Click OK to close the Patient Report View.

Can I email all my Dentrix patients at once?

While Dentrix Enterprise currently does not have a way to email all your patients at once, you can create a list of active patients that you can then use in third-party applications, such as DemandForce or Lighthouse, to email your patients. There are several ways to get a list of your active patients: The Patient List feature and Letter Merge.

How do I narrow the data in the patient report view?

Highlight ‘Patient Report (by filters)’ and click ‘Edit’ to open the Patient Report View. 3. Select the filters you want to use to narrow the report data.

How do I run active patient report in Dentrix?

Generating the Patient Report (by Filters)Select Office Manager | Letters | Misc. ... Highlight Patient Report (by filters) and click Edit to open the Patient Report View.Select the filters you want to use to narrow the report data. ... Click the Data Fields tab and check the data you want to include on the report.More items...•

How does Dentrix define active patient?

Patients Counted for Continuing Care: Patients whose last continuing care treatment date is within the time frame you specify are counted as active continuing care patients. By default, patients are counted as active if their last continuing care treatment date is within the past 12 months.

What is considered an active patient file?

Active patient means that within the previous twelve months at least one in-person physical exam or assessment of the patient has been conducted by the telehealth practice or practitioner acting within the scope of their professional license or by the patient's usual source of medical care that is not an emergency ...

How do I print a new patient report in Dentrix?

Printing A New Patient (NP) List In DENTRIX.Create a merge data file only in Office Manager Letters Welcome Highlight Welcome - Before 1st Visit click Edit.From the Patient Report View window click the Appointments Filter button.More items...

How do you find total active patients in Dentrix?

A: There are different reports in Dentrix that will show you the total number of patients in your practice. You could run a Patient List or a Practice Statistics Report. However, these reports are only looking at the patient status on the Family File. The most accurate and up-to-date report is the Practice Advisor.

How do you mark a patient inactive on Dentrix?

From the Office Manager, click Reports > Lists > Inactive Patient List. Search for patients with no future continuing care dates and no future appointments who have a last visit date before the length of time you determined in step 1. Change the patients' status to Inactive in the Family File.

What is a passive patient?

The passive patient was defined as one who was not actively engaged in the consultation; this was indicated by her use of non‐verbal cues (e.g. restricted body movement and posture) and verbal cues (e.g. little spontaneous speech, provided simple yes/no answers, asked few or no questions).

How many active patients does a dental practice have?

Across the board, the numbers point to a range of 1600 to 1800 active patients for full-time dental practice. Those numbers can fluctuate depending on the dentist-to-patient ratio within a practice. That number hovers around 1500.

What is a closed patient record?

The completed medical chart of a patient, either after discharge from care or after the patient's death.

How do you check new patients in Dentrix?

0:001:19Checking in a New Patient - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo check in a new patient. Before the patient comes into the practice the insurance should beMoreTo check in a new patient. Before the patient comes into the practice the insurance should be verified and indicated in the notes window prior to their visit to do so double-click on the appointment.

How do I pull a report in Dentrix?

To run this report, in the Office Manager, click Reports > Management > Provider A/R Totals. Specify the desired options for your report and click OK.

How do I create a custom report in Dentrix?

In the Office Manager menu, click Letters & Custom Lists. In the Letters & Lists dialog box, click the button that corresponds to the type of letter that you want to create. A dialog box corresponding to the type of letter appears. If necessary, set a date range.

What is an active patient count report?

The Active Patient Count Report displays the number of patients seen. A Henry Schein One representative can use this report to help you assess your practice. You can customize the default report as needed.

How to save a report as a template?

To save the report as a template for later use, click (or tap) Save. In the Save Report dialog box that appears, enter a name for the report, select whether you want to save the report as one of your reports (available only to you) or as an organization report (available to all users), and then click (or tap) OK.

Insurance Carrier List

One report to consider is the Insurance Carrier List. This list will provide you with options to view basic insurance plan information including maximum and deductibles, a list of subscribers, a list of all insured patients, or a combination of this information.

Letters and Custom Lists

If you prefer to generate a list for a range of insurance plans you could use the Patient Report (by Filters) in Letters and Custom Lists. By using this report, you could get a number of patients for a range of plans within an insurance carrier.

Utilization Report for Dental Insurance

The Utilization Report for Dental Insurance is a great report to evaluate your office fee compared to the fee an insurance plan is allowing you to charge. This may be a good report to generate if your practice is considering dropping an insurance plan.

What is a non-patient dental account?

Non-Patient — This is a person who is either an insurance holder or a guarantor on a family account. This is not a person who comes to your office for dental care. This person could also have a patient account if he or she is only an insurance holder for another patient in your practice.

Why is it important to know what your active patient base is?

It is important to know what your active patient base is so you are not reaching out to patients who have either left the practice or died. Having accurate, up-to-date reports and patient lists is important when you start following up with unscheduled treatment and overdue recare.

Insurance Carrier List

Letters and Custom Lists

Utilization Report For Dental Insurance

Learn More

• For additional information, read the following: 1. Find the Patients Attached to Each Insurance Plan in Dentrix 2. Using the Patient Report (by Filters) to Find Specific Groups of Patients 3. Utilization Report for Dental Insurance By Charlotte Skaggs Certified Dentrix Trainer and The Dentrix Office Manager columnist Charlotte Skaggs is the founder...

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