open dental inactive patient report

From Reports, click Patient Lists > Inactive Patient List. Search for patients with no future recall dates and no future appointments who have a last visit date before the length of time you determined in step 1. Change the patients’ status to Inactive in the Patient module. Open the Patient module for each patient on the Inactive Patient List.

Full Answer

How do I view active patients in open dental software?

Open Dental Software - Active Patients Report The Active Patient report lists all active patients that have had a completed procedure within a specific date range. In Standard Reports, in the Lists section, click Active Patients. Patients with any status other than Patient will not show on this report.

How do I make a patient inactive in easy dental?

Users of Easy Dental 12.1 and previous: Double-click the Patient Information block and change the patient’s status from Patient to Inactive. Repeat this process for all patients on the list.

How do I print a list of inactive patients?

To print a list of inactive patients, try Query Examples 285 or 49. Choose report criteria: Calendar: Choose a date range. The left calendar shows the start date; the right calendar shows the end date.

When should I set a patient to inactive?

Every office differs in their definition of what constitutes an inactive patient, but as a general rule if a patient hasn’t been to your practice in several years and hasn’t responded to your efforts to get them to come back, you should set that patient’s status to Inactive in the Patient module.

How do you inactivate a patient in open dental?

Select All: Click to select every patient in the list. Deselect All: Click to deselect all the highlighted patients in the list. Change Patient Status To: Select which patient status to change the selected patient to. Options are Patient, Inactive, or Archived.

How do I check if a patient is open in dentistry?

Use the Select Patient window to search and select patients in Open Dental. In the Main Toolbar, click Select Patient. Double-click on the patient row to select. The patient record will open in whatever module you began in.

How do you run an overdue recall report in open dental?

11:3519:40Open Dental Webinar- Managing Recall List - YouTubeYouTubeStart of suggested clipEnd of suggested clipIf no patients are selected when clicking the email button open dental will auto select all patientsMoreIf no patients are selected when clicking the email button open dental will auto select all patients who have email as a preferred recall method. Moving on to the recall this grid.

Can you delete a patient in open dental?

Delete: Delete the selected patient. Patients can only be deleted if no information has been entered (e.g. procedures, perio charts, images, etc). Set Guarantor: Make the selected patient the guarantor (see below).

How do you complete an open dental treatment?

Right-click on the appointment. Select Set Complete. In the Chart Module Progress Notes, right-click the appointment. Click Set Complete.

How do you add a patient to open dental?

Open Dental Software - Add Patient. In Select Patient, click Add Pt. On the Select Patient window, at a minimum, enter the last name of the new patient and check that a record doesn't already exist. To add a single patient, click Add Pt to open the Edit Patient Information Window.

How do I create a continuing care list in dentrix?

Generating a List of Patients Due for Continuing CareFrom the Appointment Book, open the Continuing Care module.In the Continuing Care module, select Views | Setup. ... Click New. ... Enter a View Name.More items...•

How many practices use open dental?

An estimated 20,000 dental practices in countries around the world use the program.

How do you write chart notes in open dental?

Simply create an appointment with a note and no procedures.In the Appointments module, click View Pat Appts.Click NOTE for Patient.Enter the note in the Patient NOTE field on the left.Click OK to send the note to the pinboard, then drag the note to the schedule.More items...

How do I cancel my open dental appointment?

In the Appointments Module, right-click on the appointment. Select Delete.

Who are we talking about here?

The metric is shifting a bit but generally speaking an “inactive patient” is one who has not scheduled within an 18 month period. That timeframe is utilized by most when assessing patient loyalty.

How to reconnect with inactive patients and keep them engaged with your dental practice

You’re accustomed to preventive thinking relative to dental care. Patients who value preventive care tend to have less dental issues and are therefore healthier.