dentrix new 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

Where can I find more information about the Dentrix reports?

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. Dayna loves her work.

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.

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 a new patient chart?

The New Patients by Month - Chart Report displays the number of new patients (based on the first visit date) that have visited your practice in the past 12 months. For each month, the report displays a colored, vertical bar whose height corresponds to the patient count.

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.

What happens if a patient has a referred date in the Family File?

Note 4: If a patient has a Referred To date in the Family File, the patient will be excluded from the New Patient Summary report. This issue was resolved with G4 PP6.

Can a patient count more than once?

A single patient can count more than once if they saw more than one provider. (example, a cleaning by the hygenist and an exam by dentist). However, in the totals for the practice, the patient will only count once. An example looks like this:

Can you use Dentrix to generate a patient report?

Also, 'Patient Report (By Filters)' can be used. This is a report you manually generate through the Letters portion of Dentrix which can be imported into Excel. Use the 'First Visit Date' filter. For more a more detailed description of how to use Patient Report (by filters), click here.

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.

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.

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.

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.

Why are day sheets and audit trail reports sequentially numbered?

To help prevent fraud, both the Day Sheet and Audit Trail Report are sequentially numbered. Each time these reports are run, the audit number increases by 1. This makes it easier for you to monitor when these reports are being used, possibly for purposes of committing fraud.

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.

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.