dentrix report patient referrals

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.

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 track referrals in the document center?

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. This adds a new Referral document type that you can use for tracking referrals in the Document Center.

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 in dentrix?

To add referral information, open the Family File record for the patient who was referred to your practice and double-click the Referred By block. The Dentrix Patient Referrals dialog box appears. In the Referred By section, click Add Referral. In the Select Referral Type dialog box, select Patient and click OK.

How do I edit referred by in dentrix?

In the Document Information dialog box, set the Document Type to Referral. In the Description field, I recommend typing the patient name. Click Modify Attachments to display the Modify Document Attachments dialog box. Click Referred BY, and double-click the name of the referring provider.

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 you do referrals in eaglesoft?

In Eaglesoft, how a patient hears about your office is called a Referral Source....Attach the Referral Source to Patients:Go to Lists | Person.Edit the referred patient.Click on Referrals.Check the radio button for Referral Source.Select the correct source from the Referred By list.

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 Dentrix report?

Dentrix includes several reports that provide useful statistics and other information to help you analyze patient referrals. For example, the Practice Advisor Report — New Patient Analysis shows practice details for new patients for specific time periods, including the number and percentage of new patients that resulted from referrals. This report also compares your referral statistics against industry-standard benchmarks from top dental consultants. You should run the Practice Advisor Report — New Patient Analysis on a monthly basis to see how your patient referrals compare to these industry-standard benchmarks.

Why record referrals in Dentrix?

Recording referrals in Dentrix helps you track patients who repeatedly give referrals so you can send thank-you messages. It also helps you monitor the effectiveness of your advertising and how many people are providing referrals with their surveys.

How to merge data in a 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. Click Create/ Merge. 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.

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)

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.

Adding and Managing Patient Referrals in Dentrix

See more on magazine.dentrix.com

Rewarding Patients For Referrals

Analyzing Referral Statistics

Learn More