Generating the Patient Report (by Filters) | Dentrix
33 hours ago 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. 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 … >> Go To The Portal
You can open Health History by either clicking the Health History toolbar button in any Dentrix module except the Office Journal or eDex, or by clicking File, pointing to Switch To, and then clicking Health History. Click the Setup button in the toolbar.
Full Answer
What's new in Dentrix health history?
Health History has been the number one requested Dentrix feature on MyVoice, and we listened. For starters, the new Health History module in Dentrix G7.1 and higher replaces the Medical Alerts feature. But Dentrix Health History is also a more versatile and robust tool than a simple alert manager.
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.
What does the appointment's history record show?
The appointment's history record shows changes to its status, operatory, provider, other provider, date, time, and/or duration. On the Schedule menu, click (or tap) Calendar.
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...•
Is there a way to see deleted appointments in Dentrix?
They wanted to know if DENTRIX had some kind of a Recycle Bin they could retrieve information from. There is not a way to 'undelete' an appointment. However, the office can check the Audit Trail to see who was deleted so they can reschedule it.
How do I print a Dentrix appointment list?
The List Manager window appears. To exclude a patient, right-click the patient's name, and then from the shortcut menu, click Hide Patient. The patient's name is temporarily removed from the list (until you click Refresh on the toolbar). To print the list, click Preview/Print.
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 run the audit trail in dentrix?
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.”
Where is the audit log in dentrix?
The audit log is a record of various activities performed by users in Dentrix Ascend. On the Home menu, under Reports, click (or tap) Audit log.
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 access ASAP list on Dentrix?
Filling Holes in Your Schedule With the ASAP ListIn the Appointment Book, double-click the appointment of the patient who wants to be seen as soon as possible. The Appointment Information dialog appears.In the Schedule drop-down, select ASAP.Click OK. The appointment will now appear on the ASAP list.
How do I run a practice advisor report in Dentrix?
To run the Practice Advisor report:Open the Office Manager.Select Analysis, then Practice Advisor (or click the Practice Advisor button).In the Practice Advisor dialog, click the Practice Advisor Report button.In the Practice Advisor Report dialog box, set the options for the data you want to populate the report.More items...•
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 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.
How many rounds of Dentrix G7 beta testing?
As we were developing Dentrix G7, we completed six rounds of beta testing with over 50 offices using the new features. Health History has been a boon to many of these offices as it has helped them keep better track of their patients’ health. Some of our beta testers reported the following:
Does Dentrix G7 include allergies?
In Dentrix G7, medical conditions and allergies now include more information, such as the Status (Active or Inactive) and the Reported Date.
How to open Dentrix health history?
You can open Health History by either clicking the Health History toolbar button in any Dentrix module except the Office Journal or eDex, or by clicking File, pointing to Switch To, and then clicking Health History. Click the Setup button in the toolbar. The Health History Setup dialog box consists of four tabs: General Settings, ...
How to copy patient history to clinical notes?
To copy a patient’s health history to Clinical Notes, simply click the Copy to Clinical Note button in the Health History toolbar.
How to add medication to a med list?
Adding medications is straightforward. In the Health History toolbar, click the Setup button. In the Health History Setup dialog box, click the Medications tab, and then click the Add button. In the Add New Medication dialog box, type a description of the medication, and then click OK .
How to select a patient in Health History?
To select a patient, in the Health History toolbar, click the Select Patient button and select the patient you want to assign the medical condition to from the Select Patient dialog box. Click the Add toolbar button, and from the menu, click Medical Condition. In the Add Medical Condition dialog box, click the Medical Condition search button. From the Select Medical Condition dialog box, select the appropriate condition, and then click OK.
Can you write prescriptions in Health History?
Conveniently, however, since Health History fully integrates with the Prescriptions module, you can also write prescriptions from Health History with a just few mouse clicks.
Can you record your patients' allergies in Dentrix?
For one, you may want to use a tool to create and maintain a record of your patients’ medical conditions, allergies, and medications. You may also want to record your patients’ emergency contacts, physicians, and preferred pharmacies. Now you can, in Dentrix.
Does Health History track medications?
Since Health History also integrates with the Prescriptions module and ePrescribe, recording and tracking the medications you prescribe is automatic. While convenient, just being able to track the medications you#N#prescribe isn’t really adequate for ensuring your patient’s overall wellness.
What is the appointment box in a patient's overview page?
On the patient's Overview page, the Appointments box displays the patient's next and last appointments and the number of missed appointments.
How to include inactive patients in search results?
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Can you view past appointments on a patient's record?
You can locate a patient's past, future, and recare appointments from that patient's record. Then, if necessary, you can view that appointment on the schedule.
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.
Assigning Health History Items to Patients
You can enter medical conditions, allergies, and patient-reported medications individually by selecting the Health History item you want to attach to the patient from this list of options; or you can attach multiple Health History items to a patient at once by selecting the Add Multiple option.
Inactivating Health History Items That No Longer Apply
You should work towards having a comprehensive health history for your patients. Train your clinical team to inactivate medical conditions, allergies, and medications that no longer apply to the patient instead of deleting them. This way you’ll have a record that this condition did apply to the patient in the past.
Copying Health History Items to Clinical Notes
There is an option to copy the patient’s Health History to their clinical notes. This is a time saver for your clinical team when writing their notes because they don’t have to type in all the patient’s medical conditions, allergies, and/or medications.
Learn More
Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on the perspective of a practice owner.
Setting Up Health History
While Health History is feature rich, you can set it up with a few clicks of your mouse. You can open Health History by either clicking the Health History toolbar button in any Dentrix module except the Office Journal or eDex, or by clicking File, pointing to Switch To, and then clicking Health History. Click the Setup button in t…
Assigning Medical Conditions Or Allergies
- Let’s say a family member had his wisdom teeth extracted several years ago and was given penicillin. Unfortunately, he had a severe allergic reaction. In his case, no one knew that he was allergic to penicillin until the symptoms appeared, and he was bedridden for several days. Knowing what medical conditions or allergies your patients may suffer from is essential. With th…
Copying Health History to Clinical Notes
- Part and parcel with documenting a patient’s health history is having that information readily available. Conveniently, you can copy your patient’s medical conditions and/or allergies to Clinical Notes. As a clinical note, your patient’s health history appears in the Patient and Perio Charts as a ready reference and reminder without having to open the Health History module or without havin…
Inactivating Medical Conditions, Allergies, Or Medications
- There may come a time when you need to inactivate a patient’s medical condition, allergy, or patient-reported medication. For example, growing up I didn’t have an allergy to either tree pollen or cat dander. That changed in my mid-twenties when I developed allergies to both of these. But then in my forties, my allergy to tree pollen went away. Health History makes inactivating conditi…
Adding Medications to Health History
- Health History doesn’t include a list of medications, so you must add them. You can add medications on a per patient basis, or you can add them without selecting a patient by opening Health History from the Office Manager. Adding medications is straightforward. In the Health History toolbar, click the Setup button. In the Health History Setup dialog box, click the Medicati…
Adding A Patient-Reported Medication
- Since Health History also integrates with the Prescriptions module and ePrescribe, recording and tracking the medications you prescribe is automatic. While convenient, just being able to track the medications you prescribe isn’t really adequate for ensuring your patient’s overall wellness. For example, even though my dentist and hygienist are aware that my physician has prescribed cert…
Writing Prescriptions
- The Prescriptions section of Health History lists the medications that you have prescribed to a patient. Conveniently, however, since Health History fully integrates with the Prescriptions module, you can also write prescriptions from Health History with a just few mouse clicks. To begin, click the Rx toolbar button. If the patient has any Health History alerts, the Health History Alerts dialo…
Setting Patient Contacts
- You should always have a patient’s emergency contact information readily available. But why not also have that patient’s primary physician and preferred pharmacy information available too? To set a patient’s physician contact information, under Contacts in the Health History window, click the Physician Contact search button. In the Select Physician Contact dialog box, click New. Ente…
Viewing Health History Questionnaire Forms
- When your patients complete and submit a form in the Questionnaires module, it’s posted automatically to Health History in the Health History Questionnaire Forms section of the Health History window. You can view a submitted form by double-clicking it, or you can open the Questionnaires module from Health History by clicking the button. More and more research poin…
Learn More
- To learn more about the Dentrix Health History module, see the “Health History overview” topic in the Dentrix Help. Watch the feature overview videos to see Health History in action. Visit www.Dentrix.com/Resource-Centerand click on Dentrix New Feature Videos or click one of the links below. 1. Click hereto watch the first video 2. Click hereto watch the second video 3. Click …
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