dentrix report patient analytics

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.

Full Answer

What is a 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.

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.

How do I create a referral document 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 run a practice analysis report in Dentrix?

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.

How do you get patient demographics 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 an AR report in Dentrix?

How To Run An Aging Report In DentrixSelect Office Manager Reports Ledger Aging Report. ... Enter Report Date (Optional) ... Select Guarantor Range. ... Select Primary Provider Range. ... Select Billing Type Range. ... Enter Minimum Balance to Print. ... Enter Last Payment Before Date. ... Mark Minimum Days Past Due Option.More items...•

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.

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.

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.

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 do I print a new patient report in Dentrix?

Printing A New Patient (NP) List In DENTRIX.Create a merge data file only in Office Manager Letters Welcome Highlight Welcome - Before 1st Visit click Edit.From the Patient Report View window click the Appointments Filter button.More items...

What Reports to run in dentrix?

5 Dentrix Reports Every Office Should UseDay Sheet. You should run the Day Sheet at the end of each business day to review the Ledger transactions and production totals for that day. ... Adjustment Summary Report. ... Provider A/R Totals Report. ... Collection Manager List.

What is provider ar?

The Provider A/R Totals Report can indicate how effective your collection efforts are. This report displays total accounts receivable, total production, total collections, and a ratio (%) of collections to production.

What is claim Aging report?

Aging reports are reports that show outstanding insurance claims and patient balances.. Along with the unpaid invoice, this report also shows the number of days they were paid in and the length of time the amounts have been unpaid.

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.

Day Sheet

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.

Audit Trail 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.

Adjustment Summary Report

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.

Collection Manager List

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.

Learn More

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.

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.

First Visit Date

The patient’s First Visit Date is determined by the date when you enter the patient into the Family File. Some offices don’t enter the patient into the Family File until the patient arrives for their first appointments, in which case the First Visit Date would be accurate.

Last Visit Date

Dentrix assigns the Last Visit Date based on the last procedure posted in the patient’s Ledger. This means if you are posting procedure codes for a missed appointment or a purchased product, Dentrix will consider this an appointment and adjust the patient’s Last Visit Date.

Where is Dentrix practice management stored?

Practice management information is stored in the Dentrix database on a monthly basis and grouped by provider. This management information includes data on production, collections, receivables, aging, patient activity, and production goals. This information can be displayed, sorted, analyzed, graphed, and printed from the Practice Analysis screen.

How many columns are there in practice management?

Practice Management data is displayed on the Practice Analysis screen in four separate columns, based on user selected providers and date ranges. Each of these columns can be customized to display user defined date ranges. Follow these steps to customize the screen to your specific needs.

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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