19 hours ago 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 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.) >> Go To The Portal
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 in the report. To run the Patient Report (by Filters) Select ‘Office Manager’ > ‘Letters’ > ‘Misc. Letters’
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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. Dayna loves her work.
While Dentrix Enterprise currently does not have a way to email all your patients at once, you can create a list of active patients that you can then use in third-party applications, such as DemandForce or Lighthouse, to email your patients. There are several ways to get a list of your active patients: The Patient List feature and Letter Merge.
In Dentrix, the Practice Advisor Report helps you track the patient attrition KPI. It provides your Active Patient Count (the number of patients seen in either in an 18-month period or 24-month period, depending on how you define an active patient for your practice). Establish a recall system and reach out to all overdue patients.
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.
Letters dialog box, click View List. The list will open in Notepad. You can then press CTRL+A to select all the patients on the list....Click Data Fields.Data fields are the information you want to show up on the report for each patient. ... Click OK.In the Misc.
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...•
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.
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...•
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.
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.
Patients Counted for Continuing Care: Patients whose last continuing care treatment date is within the time frame you specify are counted as active continuing care patients. By default, patients are counted as active if their last continuing care treatment date is within the past 12 months.
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.
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?
To learn more about tracking referrals, see the “ Referral maintenance overview ” topic in the Dentrix Help.
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.
If you can’t, you aren’t alone. Most dental consultants are in agreement that the patient attrition rate is about 10-12% in an established dental practice and about 15-20% in a new dental practice. This happens in every practice.
Things you can do today to aid with patient retention: 1 Establish a recall system and reach out to all overdue patients. 2 Contact all patients that haven’t been seen within 18-24 months. 3 Every patient interaction is important! Make sure to address their concerns and needs individually and treat them with respect. Treat others the way you want to be treated. 4 Survey patients to learn their perception of your practice. 5 Create a written policy for tracking patient attrition and for following steps to improve patient retention in your practice. Having written policies ensures consistency.
Things you can do today to aid with patient retention: Establish a recall system and reach out to all overdue patients. Contact all patients that haven’t been seen within 18-24 months. Every patient interaction is important! Make sure to address their concerns and needs individually and treat them with respect.