dentrix master patient report

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.

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 is the Dentrix mastery level?

The Mastery level includes detailed online courses and comprehensive tests—the best option for team members with more than one year of Dentrix experience who are ready to advance their Dentrix skills. Start now with Dentrix Mastery Tracks training or testing!

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 you pull an active patient list in Dentrix?

In the Office Manager, from the Analysis menu, click Patient List.Click Add.Give your list a name in the List name field.Add any filters you deem are necessary to define your active patient list. ... Click the blue arrow button.

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 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 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.

Where are archived patients in Dentrix?

Additional Tips To see a list of all archived patients, generate the Archived Patient List. From the Office Manager, select Reports > Lists > Archived Patient List and enter filtering criteria to generate the 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 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.

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.

How do I set up clinical notes in Dentrix?

To create a clinical note template:Specify the template name and category. In the Patient Chart, open the Clinical Notes tab and click the Template Setup button. ... Enter template text and prompts. Type the text that you want to appear in the note. ... Create new prompts. ... Save the template.

How do I print a dental chart in Dentrix?

Dentrix - Using DentrixOpen Office Manager – double-click the brown chair icon. ... Click on the Appointments icon (the red appointment book)Click once on the patient appointment.Click on the Patient Chart icon (the tooth)More items...•

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.

Training for Success

Dentrix Mastery Tracks™ provides affordable online Dentrix training and testing for your entire team, with access included in every Dentrix Customer Service Plan. The team can learn from structured courses or study topics in any order, at their own pace and level of expertise, then take a test to measure their Dentrix skills.

Essentials Training

The Essentials level includes brief prep courses and simple tests—perfect for applicants and team members with less than one year of Dentrix® experience who need to get up to speed or showcase their basic skills.

Mastery Training

The Mastery level includes detailed online courses and comprehensive tests—the best option for team members with more than one year of Dentrix experience who are ready to advance their Dentrix skills.

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 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.

What is the provider A/R totals report?

The Provider A/R Totals Report will show you your gross production, adjustments to production, net production, gross collection, adjustments to collection, net collection, and accounts receivable.

How to run an adjustment report in a patient?

To run an adjustment report with patient names, from the Office Manager, click Reports > Management > Day Sheet. Under Select Date, specify the desired date range for the report. Then under Select Report Types, select only Adjustment Only Day Sheet, and then click OK.

How to run a report in Office Manager?

To run this report, in the Office Manager, click Analysis > Collection Manager. Specify the desired report options and then click Show Columns. Under Available Columns, select Last Statement Date, click Add, and then OK to add that column to your Collection Manager List. This enables you to see if your patients are receiving billing statements in a timely manner.

What is a collection manager list?

It lets you generate a list of guarantors with outstanding balances so you can target them for collections. You should run this report monthly or whenever you are working on billing statements and accounts receivable.

Who is Dayna from Dentrix?

Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at dayna@novonee.com.

Can you access a doctor's eye 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. For each of these entries, you’ll need to do a little more research or ask the team member who made these entries why these changes were made.

How does Dentrix digital form work?

Collect essential patient information while reducing patient contact time. Digital forms let you collect critical information that automatically fills the right fields in Dentrix — eliminating time and errors of deciphering handwriting and manual input. With Patient Engage Patient Portal, you can send a link by email or text to customizable forms for patients to complete online in advance. Providing an in-office tablet or computer kiosk for patient use can further free your office from the clutter and chaos of paper forms.

How to keep patient information updated?

Keep patient information updated. Enjoy more secure messaging. Let patients pay at their convenience. Give precious time back to staff. Stay in touch — in all the best ways —with the Patient Engage Patient Portal.

What is Dentrix practice advisor report?

The Dentrix Practice Advisor Report can help you track production by provider, overall production, case acceptance, outstanding treatment plans, reappointment rates and other areas that affect practice profitability.

How long is the Dentrix practice advisor assessment?

Get a free 30-minute Practice Advisor assessment to learn the next steps to increase your profitability. Visit https://www.dentrix.com/products/dentrix-profitability-coaching/.

Why is active patient the #1 KPI?

Your active patients–the number of patients who visited your office in the past 18 months–is the #1 KPI because it affects the current and future cash flow of your practice.

How many patients should a practice see per month?

To maintain a healthy patient base, the average practice should see between 20 and 25 new patients per month. If your active patient base isn’t growing, try this:

Why is it important to monitor KPIs?

Monitoring your KPIs and taking action to improve them can help you eliminate waste, optimize production, improve efficiency, and drive higher profitability. Mastering the metrics that matter gives your practice a competitive edge.

What module track the due dates and last visit dates of your hygiene patients?

Use the Continuing Care module to track the due dates and last visit dates of your hygiene patients.

What is tracking hygienists?

Tracking the production numbers for hygienists and for doctors separately lets you know who is doing the work, what the work is, and how much revenue your practice can expect from each provider.

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...

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