how to get the new patient report in dentrix

Generating 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 ...
• 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.

Full Answer

Where can I find more information about the Dentrix reports?

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.

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.

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 narrow the data in the patient report view?

Highlight ‘Patient Report (by filters)’ and click ‘Edit’ to open the Patient Report View. 3. Select the filters you want to use to narrow the report data.

How do I get a patient list from Dentrix?

There are several ways to get a list of your active patients: The Patient List feature and Letter Merge....Click the blue arrow button.Review your filters. ... Next, add your data fields. ... Click the blue arrow button to advance to the next screen.

How do I schedule a new patient in Dentrix?

0:185:08Creating a New Patient Account (Single Subscriber) - Part 1 - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow select your patient and select the family file icon from the top menu bar. Now select file fromMoreNow select your patient and select the family file icon from the top menu bar. Now select file from the drop-down select new patient with appointment.

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 you find 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.

How do I check out a patient in dentrix?

Checking out patientsClick (or tap) Patient Walkout on a patient's appointment card in the Checkout section of the routing panel.On a patient's Ledger page, click (or tap) Patient Walkout.

How do I add a patient in dentrix ascend?

On the results list, click (or tap) the Create new household option, add the household members, and then click (or tap) Save. After creating those patient records, schedule an appointment for any of those patients as you would for an existing patient.

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.

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 print a patient label in Dentrix?

In the Batch Processor, highlight the Patient List (Mailing Labels) and click Print. NOTE: To setup which printer the labels will print from, go to Office Manager File Setup Printer. Highlight the desired printer under Label Printer, and click OK.

How does Dentrix define active patient?

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.

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.

How to save a report as a template?

To save the report as a template for later use, click (or tap) Save. In the Save Report dialog box that appears, enter a name for the report, select whether you want to save the report as one of your reports (available only to you) or as an organization report (available to all users), and then click (or tap) OK.

What is a new patient chart?

The New Patients by Month - Chart Report displays the number of new patients (based on the first visit date) that have visited your practice in the past 12 months. For each month, the report displays a colored, vertical bar whose height corresponds to the patient count.

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.

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.

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 .”.

How to run an adjustment report in a patient?

To run an adjustment report with patient names, from the Office Manager, click Reports > Management > Day Sheet. Under Select Date, specify the desired date range for the report. Then under Select Report Types, select only Adjustment Only Day Sheet, and then click OK.

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.

How to run a report in Office Manager?

To run this report, in the Office Manager, click Analysis > Collection Manager. Specify the desired report options and then click Show Columns. Under Available Columns, select Last Statement Date, click Add, and then OK to add that column to your Collection Manager List. This enables you to see if your patients are receiving billing statements in a timely manner.

What is a collection manager list?

It lets you generate a list of guarantors with outstanding balances so you can target them for collections. You should run this report monthly or whenever you are working on billing statements and accounts receivable.

What is an 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.

What is the provider A/R totals report?

The Provider A/R Totals Report will show you your gross production, adjustments to production, net production, gross collection, adjustments to collection, net collection, and accounts receivable.

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.