dentrix patient referral report dental

Dentrix has a great place to track these referrals and thank you gifts, in the Referral Analysis. Open the Office Manager and click Analysis > Patient Referrals. First, choose the referring patient by entering their name in the Select Patient dialog box.

Full Answer

Can I use the Dentrix Document Center for referral providers?

If you’ve used the Dentrix Document Center, you already know that you can use it to store and view documents for individual patients. But did you know that you can also use it to store and view documents for selected providers, including referral providers? I’ll show you how to do this.

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.

Why should I chart referred procedures in the Dentrix patient chart?

Charting referred procedures in the Dentrix Patient Chart can help in several ways. You know the patient’s chart information is accurate, and it quickly provides the information you need without having to search through a paper chart or the patient’s Document Center files.

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.

How do I print a referral list in dentrix?

From the Dentrix Chart, select the patient you are referring to another provider. Click File > Print > Referral Slip.

How do I add a referral dentist in dentrix?

In the Dentrix Document Center, from the Setup menu, click Document Types. In the Description field of the Document Types Setup dialog box, type Referral, and then click Add and Close.

How do I delete a referral in dentrix?

How To Clear A Referred To Provider From DENTRIXRun a Referred To Doctor Report from the Office Manager Reports Management Referred To Doctor. ... Open the patient's family file and remove the doctor from their Referred To list. ... Open the Office Manager Maintenance Reference Referrals and delete the referred to provider.

How do I refer to me template?

Subject. Introduction to [Contact Name] at [Company Name]Body. Hi [Contact Name], I hope you are well. ... Pro Tips. Include a few lines that your contact can cut and paste, making you sound awesome, as well as a link to your LinkedIn profile and your tailored resume. It'll make recommending you that much easier!

What is existing other in dentrix?

1. EO (Existing Other): Use to post work performed by another provider or practice. 2. EX (Existing): Use to post work performed by the current provider (i.e. performed previous to using DENTRIX).

How do you chart existing dental restorations in dentrix?

9:4014:53Patient chart - YouTubeYouTubeStart of suggested clipEnd of suggested clipButton I call them our quick buttons. We select that button then we click on treatment. Now it showsMoreButton I call them our quick buttons. We select that button then we click on treatment. Now it shows in red that these two teeth need to have crowns.

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 close 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. 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.

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.

Why do you write a note on the bottom of a referral?

You also have the option to write an additional note on the bottom of the referral if there is something you need to communicate to the referred to doctor. Charting referred procedures in the Patient Chart can save you time. You no longer have to search for referral information—it will all be in one place. Furthermore, the Patient Chart will be more accurate with a record of all procedures, including those that were referred out to another doctor.

What does the R symbol mean in a patient chart?

In the Patient Chart under the “R” column (for Referral), an “R>” symbol is added next to the procedure to show that it has been referred. The Amount column also changes to 0.00 for this referred procedure. The referred procedure still prints on the patient’s printed Treatment Plan Case. I like this because it communicates to the patient that that procedure needs to be completed. Also, if you have set visits in their treatment plan, the patient knows in what order the treatment should be completed.

Can you print a referral slip from Dentrix?

Did you know you can print a referral slip right from the Patient Chart to give to your patient? This can save time having to hand write a referral and then scan that referral into the Dentrix Document Center. After you have marked a procedure as Referred To Doctor in the Patient Chart, from the File menu, point to Print, and then click Referral Slip. The date range will default to today’s date, but you can change the date range as needed to include the date of the referred procedure.

Is a patient's chart accurate?

You know the patient’s chart information is accurate, and it quickly provides the information you need without having to search through a paper chart or the patient’s Document Center files. When you chart referred procedures, you can also help to generate production.

Can a referral doctor mark a procedure as completed?

Once the treatment has been completed by the referral doctor, you can mark the procedure as completed in the Patient Chart. Because it was done by another provider, the procedure will have an Existing Other status in the Patient Chart and will appear as Existing Other in the graphic chart.

What is Dentrix Enterprise?

Dentrix Enterprise can help you track the patients who have been referred to another doctor or specialist. You can add other dental providers, medical professionals, and specialists to whom you refer treatment or services as referrals. Then, you can attach those outbound referrals to patients and treatment-planned procedures.

How to block a referral in Family File?

With the patient’s Family File open, double-click the Referred To block.

Do you send a note to a provider regarding a patient's condition?

You may want to send the provider a note regarding the patient’s condition and why you are sending this referral.

How to include a treatment plan in a dental report?

The report displays the treatment-planned procedures by visit for each selected case. Select or clear the Include notes check box under Case notes to include case notes on the report or to exclude case notes from the report. Select or clear the Include notes check box under Procedure notes to include procedure notes on the report or to exclude procedure notes from the report. Also, select or clear the Include chart check box under Current dental chart to include a graphic of the patient's current dental chart on the report (regardless of the specified date range for the report) or to exclude a dental chart graphic from the report.

Where is the PDF version of a patient report?

A .pdf version of the report appears in a new browser tab or window. Also, a copy of the document is added to the patient's Document Manager.

How to include notes in a prescription report?

If the Prescriptions switch is set to On, select the prescriptions that you want to include on the report. Also, select or clear the Include notes check box to include notes that have been added to the prescriptions on the report or to exclude notes that have been added to the prescriptions from the report.

What is a patient clinical report?

The Patient Clinical Report displays information from a patient's clinical record for a specified date range.

Can you print a report from a patient's document manager?

Using the browser's or the .pdf's printing tools, print the report. Alternatively, you can export the document from the patient's Document Manager and then print it.

How to keep on top of referrals?

To keep on top of your referred patients, run the Referred to Doctor Report, filtering it by referral status. This will help ensure that your referred patients and treatment do not fall through the cracks.

How to add referral status in Office Manager?

By default, no referral statuses are set up. You can add referral statuses in the Office Manager under Maintenance > Practice Setup > Definitions > Referral Status .

Can you assign referral status to any procedure?

Once you have added your desired referral statuses, you can assign those to any current or future referred procedures.

Can you delete referral status?

You can delete a referral status only if it is not assigned to any referrals.

Can Dentrix track referrals?

In Dentrix Enterprise 11. 0.2, you can now create a customizable referral status list giving you the option to track your referred patients. For example, you can track if a referral has been sent, contacted, followed-up on, or completed.