new patient retention 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 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.

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.

How do I narrow the data in a patient report?

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.) Click the Data Fields tab and check the data you want to include on the report.

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 I run a new patient report in Dentrix?

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...•

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 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 I run a collection report in Dentrix?

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.

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 check out a patient in Dentrix?

3:354:44Check In & Check Out Patients - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo check out a patient. Select the patient. And right click click on checkout.MoreTo check out a patient. Select the patient. And right click click on checkout.

Can Dentrix export 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 run an active patient list in Dentrix?

In the Office Manager, from the Analysis menu, click Patient List.Click Add.Give your list a name in the List name field.Add any filters you deem are necessary to define your active patient list. ... Click the blue arrow button.

How do I view my collections in Dentrix?

From the Office Manager, click the Collections Manager button. The Collections Manager View dialog box appears.

How do I run end of month report in Dentrix?

Dentrix creates a behind-the-scenes monthly totals record each time a month is closed, for the specific purpose to speed report generation....Keep your Appointment Book cleaned up.Perform a database backup. ... In the Ledger, select Month End > Month End Update. ... Select additional options (if desired).More items...•

How do I check my daily production on dentrix?

To enable this feature:From the Appointment Book menu click View.Select the view you're using and click Edit.Click the View Amount option and click OK.Repeat for any other views in which you want to see the daily schedule production amount.

How do I print a day sheet in dentrix?

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.

Pre-Schedule Future Appointments

For hygiene recall appointments, try to pre-appoint patients as much as possible. This will help to avoid them slipping through the cracks when it comes to scheduling.

Have a Plan to Contact Unscheduled Continuing Care Patients

For those patients who absolutely can’t pre-appoint their next hygiene appointment, you should have a solid system in place to follow up and make sure they get scheduled and stay on their recommended continuing care frequency.

Know Your Patients

Personal relationships can help patients to want to stay with the same practice. A patient might say that he never wants to see a different hygienist because he loves the way the hygienist always remembers that he loves getting his teeth cleaned with the Cavitron, and the hygienist always asks about his son who plays football.

Perfect the Handoff

The handoff when dismissing a patient from the back office to the front desk is often where patients can get lost in the shuffle. It’s important that the clinical team communicate to the administrative team the procedures that were completed today and when the patient needs to return to the office.

Learn More

For more ideas about keeping patients active in your practice, read “ Give Patients Good Reasons to Keep Routine Hygiene Appointments .”

Do patients leave the office after appointments?

These three keys are often forgotten with post-appointment patient care, but they make big differences in long-term patient retention and overall patient experience.

Should I leave my office without a recare appointment?

Nobody should ever leave your office without being offered a recare or follow-up appointment. Recare appointments help drive profits and increase retention rates while keeping your patients healthy and happy.

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.

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.