dentrix export patient report

From the More actions and options button menu, click (or tap) an Export option to export the report as a.pdf,.xslx, or.csv file.

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.

Where can I get a copy of the Dentrix reports reference?

You can access an electronic copy of the Dentrix Reports Reference in the Dentrix Resource Center. Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems.

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.

Can you export a report from Dentrix to excel?

This is currently not a feature in DENTRIX. If you would prefer DENTRIX to function differently, please enter a Software Change Request. A possible Workaround will export it into Excel, but will still leave it in an undelimited format.

How do I export a Dentrix patient list?

You can then press CTRL+A to select all the patients on the list. Then press CTRL+C to copy the list. Open a spreadsheet, and press CTRL+V to paste the list of patients into your spreadsheet program, which you can then import into your third-party application to send an email out to your patients.

How do I pull a 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 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 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.

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 I run a report by Procedure Code in Dentrix?

In the Procedure Code Range group box, select the range of procedure codes that you want to include on the report. Click the From search button to select the starting procedure code and the To search button to select the ending procedure code. Or, leave selected in both fields to include all procedure codes.

What is Practice Advisor report Dentrix?

In the Practice Advisor, you can view key performance indicators for production, collections, continuing care, schedule management, and new patient analysis. The Practice Advisor Report shows you your totals for the previous month, the current month to date, and the year to date.

How do I print labels in Dentrix?

In the Batch Processor, highlight the Patient List (Mailing Labels) and click Print. NOTE: To setup which printer the labels will print from, go to Office Manager File Setup Printer. Highlight the desired printer under Label Printer, and click OK.

How does Dentrix calculate new patients?

In Dentrix, the new patient numbers are calculated based on the patient's First Visit Date, and the active patient numbers are based on the Last Visit Date. In order for reports to calculate these numbers correctly, it's critical that the First and Last Visit Date are accurate in the patient's Family File.

How does Dentrix track production?

Click the Show production link under the provider's name. The scheduled and actual net production appear. S = Scheduled Production. The Net Scheduled Production is the sum of the charges for the scheduled procedures, minus any discounts or insurance adjustments that apply to those procedures.

Where do I find my customer ID for Dentrix?

* If you're unsure what your Serial Number is you can easily obtain it by opening any Dentrix Module (ie, Office Manager), clicking on Help and then on About. This will display your serial number.

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.

Day Sheet

You should run the Day Sheet at the end of each business day to review the Ledger transactions and production totals for that day. 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.

Audit Trail Report

This report is for the doctor’s eyes only. You should have user IDs and passwords enabled in your practice. In specifying security rights, make sure you are the only person on your team who can access this report. My recommendation would be to look at this report on a monthly basis for any red flags.

Adjustment Summary Report

If your cash flow is not as it should be, the Adjustment Summary Report is one of the first places I would look to see where the adjustments are being made. There are two adjustment summary reports you can run: one is sorted by category and one is sorted by patient names.

Collection Manager List

I received an e-mail from a doctor in a state of panic because a front office team member had left abruptly. The office was receiving calls and complaints from patients about their balances and statements, so I took the opportunity to teach them about the Collection Manager List in Dentrix.

Learn More

To learn more about the Dentrix reports, refer to the Dentrix Reports Reference. You can access an electronic copy of the Dentrix Reports Reference in the Dentrix Resource Center.

Tracking Gratuities

How are you tracking your gratuities to your referring doctors? Do you have a manual spreadsheet that you use to track the amazing gift baskets and coffee mugs you give away? Did you know you can track gratuities in your Dentrix software using the Referred By Doctor/Other Report?

Learn More

To learn more about tracking referrals, see the “ Referral maintenance overview ” topic in the Dentrix Help.

Custom Report (Through Letters) To Track Which Patients Have Had Certain Procedures Completed In Dentrix

How to generate a report that includes the names of the patients who had a certain procedure done and the date of service.

Custom Report using Letters (Dentrix G5 and previous)

You can create a custom report of patients who have had certain procedure (s) completed by following these steps:

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...

See more on magazine.dentrix.com