how do i pull an new patient report from dentrix

Dentrix Office Manager Letters & Custom Lists Select the Misc... category Select New... In Name field, type 'Custom Patient Report'

Full Answer

Where can I get a copy of the Dentrix reports reference?

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.

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 send billing statements to Dentrix?

The Billing Statements dialog box appears. Select your desired statement options. In the Statements group box, click Send Electronically, then click OK to send the report to the Dentrix Print window for verification. Note: Check Save As Default to save these settings if you want to use them every time you send statements electronically.

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 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.

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.

Where is the power reporting page in Dentrix?

On the Home menu, under Reports, click (or tap) Power Reporting. The Power Reporting page opens.

How do I run a report by Procedure code in Dentrix?

In the Procedure Code Range group box, select the range of procedure codes that you want to include on the report. Click the From search button to select the starting procedure code and the To search button to select the ending procedure code. Or, leave selected in both fields to include all procedure codes.

Can you export a report from Dentrix 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 do you find total active patients in Dentrix?

A: There are different reports in Dentrix that will show you the total number of patients in your practice. You could run a Patient List or a Practice Statistics Report. However, these reports are only looking at the patient status on the Family File. The most accurate and up-to-date report is the Practice Advisor.

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 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.

Where do I find my customer ID for Dentrix?

* If you're unsure what your Serial Number is you can easily obtain it by opening any Dentrix Module (ie, Office Manager), clicking on Help and then on About. This will display your serial number.

What is a procedure code analysis report?

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.

What is the most fundamental task you will do in Dentrix Ascend?

Probably the most fundamental task you will do in Dentrix Ascend is adding a patient record. When adding a patient record in Dentrix Ascend, it will automatically search existing patients to help prevent you from adding a patient that has already been added to your database.

Can you attach a fee schedule to a new patient record?

If your office uses an in-house discount plan you may attach the fee schedule when adding a new patient record. This will cause the ledger to calculate a discount based on the fee schedule attached.

How to run audit trail report?

To run the Audit Trail Report, in the Office Manager, click Maintenance > Audit Trail Reports. Specify the desired options for your report and click OK. For more advice about using the Audit Trail Report, read “ Fraud Prevention Starts at the Top .”.

What is 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.

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.