dentrix g6 master patient report instructions

How do I install Dentrix G6 on a network?

To install Dentrix G6 over a network Click the Windows Start button and click Run. Enter \[server]CommonInstallsg6Setup.exe on the command line, where “Server” represents the name of your Dentrix server computer on the network. The Installation Setup screen appears for several seconds, followed by the Welcome screen.

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.

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 is the list manager in Dentrix?

The List Manager window includes a toolbar from which you can open other Dentrix modules. You can also print and manage lists, cards, letters, and labels. For example, if you want to group a list alphabetically, click the Group By button in the toolbar (Figure 1).

How do I run 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 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 I run an AR report in Dentrix?

How To Run An Aging Report In DentrixSelect Office Manager Reports Ledger Aging Report. ... Enter Report Date (Optional) ... Select Guarantor Range. ... Select Primary Provider Range. ... Select Billing Type Range. ... Enter Minimum Balance to Print. ... Enter Last Payment Before Date. ... Mark Minimum Days Past Due Option.More items...•

How do you use Dentrix patient chart?

On the Chart module tool bar, click the Chart Notations icon and then click Edit Notations. The Dentrix Notations palette appears. Select the color and size of pen you want, such as a Fine Point Pen. Use your mouse to freehand draw on the tooth in the Patient Chart.

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.

Can Dentrix export 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.

What is claim Aging report?

Aging reports are reports that show outstanding insurance claims and patient balances.. Along with the unpaid invoice, this report also shows the number of days they were paid in and the length of time the amounts have been unpaid.

What is provider ar?

The Provider A/R Totals Report can indicate how effective your collection efforts are. This report displays total accounts receivable, total production, total collections, and a ratio (%) of collections to production.

What is an insurance aging report?

The purpose of the Insurance Aging Report is to follow up outstanding insurance balances. Items on the report are aged based on the date the claim was generated for the Insurance Plan (includes primary and secondary insurance). It also shows items flagged for review (Status X).

How do I create a patient chart in dentrix?

0:415:08Creating a New Patient Account (Single Subscriber) - Part 1 - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow enter the patient's information if the patient is older than 18. Then you will want to fill inMoreNow enter the patient's information if the patient is older than 18. Then you will want to fill in the title. And select print title on statements. Now you want to update the patient's status gender.

How do I enter clinical notes in dentrix?

With a patient selected in Patient Chart, click the Clinical Notes tab at the bottom of the window. Next, click the Template Setup icon on the right of the panel. In the Template Setup dialog box, click New Template. This opens the New Clinical Note Template dialog box where you will create your template.

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.

What is a patient report 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.#N#You can use the Patient Report (by Filters) to find information you need that can’t be found in the regular Dentrix reports or to create one report that contains pieces of information that are given on several different reports.#N#To run the Patient Report (by Filters)

How to merge data in a patient report?

Click the Data Fields tab and check the data you want to include on the report. Click OK to close the Patient Report View. Click Create/ Merge. When you are prompted to choose a create/merge option, select Create Data File ONLY. Click OK to close the Create/Merge Options. Click View List.

What should I know before installing Dentrix?

Before installing and using Dentrix, you should be familiar with using the computer. The Dentrix documentation is written with the assumption that you are familiar with using a PC and Microsoft Windows.

How to get Dentrix registration code?

Call Dentrix Customer Support at 1.800.DENTRIX to obtain your complete registration code. When you call, you must have your full serial number available, which is located on the Serial Number & Activation Code card inside the Dentrix G6 software box.

What is Dentrix contact manager?

Dentrix now includes a contact manager called eDex that lets you manage and quickly search for Dentrix contacts, such as patients, providers, staff, labs, insurance carriers, and other contacts. You can search by first or last name, address, email address, or phone number. You can also add custom notes or append notes to a patient note. A button to access eDex was added to the toolbars of most Dentrix modules; a button and graphic was also added to the Dentrix Launcher.

What format does the Document Center support?

The Document Center now provides a method to support documents scanned from all scanners as long as they use a supported Document Center format: .pdf, .doc, .docx, .xls, .ppt, .bmp, .gif, .jpg, .png, .txt, and .rtf. Other changes were made to make scanning documents easier.

Why use Dentrix?

Thousands of dental practices use Dentrix to run their dental practice. Dentrix boosts staff productivity, enhances professionalism, helps keep chairs full, increases collections, and improves the bottom line. And, with its extensive suite of eServices products and third-party partnerships, Dentrix provides many profitable integration solutions.

Can you save medical alert notes?

Medical alerts were enhanced so you can save medical alert notes in the notes history. You can copy medical alert notes to clinical notes, include medical alert notes in the Patient Notes Report, and add patient notes from Questionnaire forms to the medical alert note.

Can I install Dentrix G6 on a DVD?

In an effort to provide you with current technology solutions, the Dentrix G6 installation program is on one DVD. Most modern computers have DVD readers installed. If your computers meet the Dentrix G6 system requirements, installing Dentrix G6 from DVD will not be a problem for your office. If you have any questions about installing from DVD or want to make sure your hardware is ready for Dentrix DVD installation, please contact your hardware technician or call Dentrix Customer Support at 1.800.DENTRIX.

The List Manager Toolbar

The List Manager window includes a toolbar from which you can open other Dentrix modules. You can also print and manage lists, cards, letters, and labels. For example, if you want to group a list alphabetically, click the Group By button in the toolbar (Figure 1). To return the list to its default setting, click the Group By button again.

Creating Letters

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.

Creating Custom Lists

You can use the List Manager to get a list of patients you can use like a report. You can create a list from any letter template as described above. Or, you can use the List Manager to create custom lists.

Creating Labels

The List Manager also helps you create mailing labels quickly and efficiently. To create labels, select a category such as Birthday from the Letters & Lists dialog box. From the Birthday Letters & Custom Lists (or other letters type) dialog box, click New.

Creating Cards

To create reminder cards for continuing care patients, click the Continuing Care button in the Letters & Lists dialog box. In the Continuing Care Letters & Custom Lists dialog box, select Cont. Care Cards — Appointment, and then click Edit. To change the default Continuing Care type, click the Continuing Care search button.

5 Custom Lists You Can Generate in Dentrix

The List Manager is a powerful tool that allows you to create custom lists of patients that meet criteria for which Dentrix doesn’t have a predefined report or letter template.

Learn More

To learn more about the List Manager, see the “ List Manager overview ” topic in the Dentrix Help.

Why does Dentrix lock database?

Due to the nature of an SQL database, the Dentrix database server locks its database even when Dentrix is not open on any computer on your network because the DentrixACEServer service is always running on the server. In order to back up the active database files, the database must be exported to a location where your backup software can back up the copy of your database. Use the Dentrix Server Administration Utility to schedule an export of your Dentrix database.

What is a license agreement with Henry Schein?

Your license agreement with Henry Schein, which is included with the product, specifies the permitted and prohibited uses of the product. Any unauthorized duplication or use of eBackUp in whole or in part, in print, or in any other storage and retrieval system is forbidden.

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:

The List Manager Toolbar

Creating Letters

Creating Custom Lists

• You can use the List Manager to get a list of patients you can use like a report. You can create a list from any letter template as described above. Or, you can use the List Manager to create custom lists. To create custom lists, from the Letters & Lists dialog box, click Misc > Patient Report (by Filters). This template is not set up like a letter...

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Creating Labels

Creating Cards

5 Custom Lists You Can Generate in Dentrix

Learn More