10 hours ago 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. 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 … >> Go To The Portal
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.)
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There are multiple Treatment Plan reports available to run from DENTRIX. Depending on the information desired, run one or more of the following reports: Display patients who have a treatment plan that has not been scheduled in the Appointment Book. - Treatment Case Report a detailed information about a patient's individual selected case.
– Dentrix Ascend Report based on procedure code? Can i generate a report of all patients where I have billed a specific procedure code? Yes, you can. You would use the Analysis Ledger Report Builder with the following fields: Proc Code; Patient. You would then filter the Proc Code field by right clicking on it and left clicking on Filter.
The Dentrix Treatment Planner allows you to view several options that make presenting treatment cases easier and more effective. These options give your patients additional information about their treatment plans and may help patients decide to accept the treatment cases.
(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.
To run this report, in the Office Manager, click Reports > Management > Provider A/R Totals. Specify the desired options for your report and click OK.
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 To Run A Procedure Code Production ReportOpen Office Manager | Reports | Management | Practice Analysis Reports.Uncheck the following under Select Summary Reports. ... Under Production Summary, choose by Category or by Proc Code Range and select the codes.More items...•
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.
On the Home menu, under Reports, click (or tap) Power Reporting. The Power Reporting page opens.
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.
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.
The Procedure Analysis Report is an excellent tool for gathering comparative information about your clinic's production. This report will compare the procedures performed between two months or provide a Year to Date total, based on a fiscal or calendar year.
Scheduled Production is a toggle switch you turn on and off showing a dollar amount listed on the selected calendar day. By clicking the Options button in the Scheduled Production calendar, you can choose if Dentrix will calculate production with production adjustments or use the production from the Practice Analysis.
1. From the Office Manager menu choose Analysis Practice (or choose the Practice Analysis icon.) 2. From the Practice Analysis menu choose File Print Analysis.
Day sheetOn the Home menu, under Reports, click (or tap) Day Sheet. The Day Sheet page opens.Set up the following options: Locations - The transactions and totals for the selected locations. ... Click (or tap) Search.On the message that appears, click (or tap) Continue. ... To print the report, click (or tap) Print.
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.
The Dentrix Treatment Planner allows you to view several options that make presenting treatment cases easier and more effective. These options give your patients additional information about their treatment plans and may help patients decide to accept the treatment cases. These options include dental insurance notes, insurance benefits, ...
To prevent the Treatment Planner from calculating an insurance estimate that is more than the patient’s annual maximum, from the Treatment Planner menu bar, select Insurance and then click Use Dental Plan Maximums and Deductibles.
As you discuss financial considerations of a treatment plan, you may want to view the patient’s insurance coverage, but don’t want to switch to the Family File. You can view summary information of the patient’s coverage from the Treatment Planner.
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.
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 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.