dentrix master patient report instructions

To run the Patient Report (by Filters) Select Office Manager | Letters | Misc. Letters… 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. (For information about each filter, consult the Dentrix G4 User’s Guide or the Dentrix G4 Reports Reference.)

Full Answer

What is the Dentrix reports reference?

· Dentrix Reports Reference - The Dentrix Reports Reference is designed to help your office get the most out of Dentrix reporting. Detailed explanations and sample reports are presented alphabetically by report name to help your office learn when to use each report and what each report contains.

What is included in the Dentrix installation guide?

· Dentrix Installation Guide - The Dentrix Installation Guide includes the information you need to know when installing Dentrix. It includes information on how to prepare for installation, step-by-step instructions for installing the software, and information on registering and activating your Dentrix software.

How do I print the Dentrix documentation?

You can print any portion of the documentation using your office printer. You can also order printed manuals of the Dentrix User's Guide and Dentrix Reports Reference.

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 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 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.

How do I run a daily report in Dentrix?

1. In the Office Manager, select Reports | Management | Day Sheet (Charges and Receipts) or click the Day Sheet Report button. 2. In the Select Provider group box, select the desired provider 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.

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 a procedure code analysis report?

The Procedure Code Analysis report will identify any codes that have been deleted or are invalid giving you any available replacement code(s), will note any codes that have had their terminology revised, will identify any starred procedures, and give you a list of the latest modifiers.

How do I pull a production report in Dentrix?

Generate this report from the Office Manager > Reports > Management > Practice Analysis Reports. Then in the Practice Analysis Reports dialog box, in the Select Summary Reports section, check Production Summary.

How do you check production in Dentrix?

To view the production totals by week or month, click (or tap) Production Totals in the upper-right corner. The Production Totals dialog box appears. On the Week tab, which is selected by default, totals for the week currently being displayed on the Calendar page appear.

What does bt mean in dentrix?

Billing TypeDetails. BT means Billing Type. For example, on the Audit Trail Report it will show when the billing type has been changed on a patient. Article Number. 000013526.

How do you run end of month on dentrix?

Month end moves payments, procedures and clinical notes to history....Keep your Appointment Book cleaned up.Perform a database backup. This is optional but recommended. ... In the Ledger, select Month End > Month End Update. ... Select additional options (if desired). ... Click OK to close the month.

What is a day sheet in dentistry?

The day sheet helps your office staff verify and reconcile what work each provider performed. It also covers any financial adjustments or discounts the staff applied. And any payments received and posted on today's date (or to whatever date you ran the report).

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.

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.

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 .”.

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.

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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