19 hours ago 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.) Click the Data Fields tab and check the data you want to include on the report. >> Go To The Portal
On the Power Reporting page, click (or tap) the Patient Insurance icon. The report appears. The data from your database syncs with the reporting system automatically and displays the time of the last sync on the Data as of button.
Full Answer
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.
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.
As your team more effectively manages the insurance process, you can inspire patient loyalty, gaining return visits as well as referrals. See how Dentrix Patient Engage can help. Only about 50 percent of all dental offices verify insurance eligibility.
Insurance information appears (highlighted in yellow) followed by the name, ID code, and ID number for each provider with an identification code entered for an insurance carrier (highlighted in pink). This information is pulled from the Provider ID Setup dialog box 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...•
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.
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.
0:222:17Determine Production with the Practice Analysis Report - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd that is through the practice analysis window open office manager analysis practice from withinMoreAnd that is through the practice analysis window open office manager analysis practice from within the practice analysis window choose reports. If you're using older versions of dentrix.
Right-click any patient on the list to open a menu of options you can choose from to get additional information about the patient, such as the More Information window or access to their Guarantor Note, or to open that patient in a different Dentrix module. If you need to print the list, click Preview/Print.
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.
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.
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.
The Practice Analysis report is used to provide a breakdown of the charges, payments and adjustments for the CPT and HCPCS codes, a breakdown of the method of payments and adjustments, and a breakdown, by provider, of the total number of claims, charges, payments, and adjustments..
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.
Running a Production Report in DentrixFirst, go Office Manager, Reports, Management.Click “Day Sheet (Charges and Receipts)In Select Date change the time period to match a time period in the dashboard, such as a week or a month.Run the report for ALL Providers.The Select Totals and Select Reports Types can be blank.More items...
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.
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.
On the Office Manager menu bar, click Letters & Custom Lists and then click Inactive Patient to display the Inactive Patient Letters & Custom Lists dialog box. Under Select Letter or Custom List, make sure Inactive — All is selected.
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.
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.
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.
You should run the Day Sheet at the end of each business day to review the Ledger transactions and production totals for that day. 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.
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.
If your cash flow is not as it should be, the Adjustment Summary Report is one of the first places I would look to see where the adjustments are being made. There are two adjustment summary reports you can run: one is sorted by category and one is sorted by patient names.
I received an e-mail from a doctor in a state of panic because a front office team member had left abruptly. The office was receiving calls and complaints from patients about their balances and statements, so I took the opportunity to teach them about the Collection Manager List in Dentrix.
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.
Dentrix helps you answer patient questions and determine accurate deductibles and co-pays. You can even set it up to run patient eligibility verification automatically, based on your scheduled appointments. See how Dentrix Insurance Manager can help. Learn More.
It’s now more critical than ever to distinguish your practice from others. Most dental insurance plans — about 82 percent — have shifted their approach to become preferred provider (PPO) plans, which means their enrollees have a choice of many dental care providers.
Only about 50 percent of all dental offices verify insurance eligibility. Yet verification is your best protection against denied claims and frustrated patients because practices that don’t verify benefits have a higher denial rate than those that do.
Insurance information (highlighted in yellow in the image) is pulled from the Dental Insurance Plan Information and Insurance Coverage dialog boxes used to set up the insurance plan in Dentrix.
Insurance information appears (highlighted in yellow) followed by the name, birth date, chart number, subscriber number, employer, and family status of each subscriber (highlighted in blue).
Insurance information appears (highlighted in yellow) followed by the name, birth date, chart number, employer, and family status of each patient associated with the insurance carrier (highlighted in orange).
Insurance information appears (highlighted in yellow) followed by the name, ID code, and ID number for each provider with an identification code entered for an insurance carrier (highlighted in pink). This information is pulled from the Provider ID Setup dialog box in Dentrix.