new patient report dentrix

In Dentrix, the new patient numbers are calculated based on the patient’s First Visit Date, and the active patient numbers are based on the Last Visit Date. In order for reports to calculate these numbers correctly, it’s critical that the First and Last Visit Date are accurate in the patient’s Family File. First Visit Date

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What is a 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.

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 add data to 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. When you are prompted to choose a create/merge option, select Create Data File ONLY.

How do you find the number of new patients in Dentrix?

There are several reports in Dentrix that show new patient numbers for each month. You can find new patients seen each month in the Practice Advisor Report, the Practice Analysis in the Office Manager, and even on the production calendar in the Appointment Book.

How do I create 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 run a new patient report in Softdent?

To run the New Account List report:Select Reports > Account > First Visit. ... Select an output and click OK. ... In the Date Range of First Visit section, click the drop-down arrows to select the starting and ending dates from a calendar.More items...•

How do you identify 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 send a pre auth on dentrix?

1st: Create and Send the Pre-Authorization To do this, from the Ledger, click Options > Treatment Plan. This will open the Treatment Plan View of the Ledger. If the patient has treatment-planned procedures on this page, you can simply select the line items and click on the insurance icon to batch the pre-authorization.

How do you add a patient in Softdent?

To add a new patient or account from the Daily Appointments or Book At A Glance windows: Select an option: In the Daily Appointments window:Select a time slot, and select Appoint For New Patient/Account. In the Book At A Glance window:Select a time slot, and select Appoint For New Patient/Account.

How do you determine the number of active patients in Softdent?

The total count of patients will be displayed on the last page of the report.Click Reports in the main menu bar.Select Patient.Select Alphabetical.Click OK on the report output options window.Click OK on the Patient List report setup window. ... Allow the report to generate.

How do I print a treatment plan in Softdent?

SoftDent: How To Generate A Detailed Breakdown Report Of Treatment PlansClick Reports in the main menu bar.Select Practice Management.Select Treatment Plan Reports.Select Detailed Breakdown.Select the desired output option.Click OK.Select the desired start and end date to pull upon.More items...•

How do I run a report in Dentrix?

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.

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 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.

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.

Day Sheet

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.

Audit Trail Report

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.

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.

Collection Manager List

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.

Learn More

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.