open dental patient analysis report

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 show the number of unfinalized payments in Open Dental?

For the number of unfinalized payments to show, the Open Dental Service must be installed and running. Other Reports in Open Dental: To add a click-able URL as a Reports menu option, see Custom Bridges. Accounting reports (General Ledger Detail and Balance Sheets). See Accounting Close Year. Clearinghouse reports.

How do I use the active patient 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. To control user access to this report, see Report Setup: Security Permissions.

How do I export an open dental patient list?

Highlight the patients for whom to export information. Or click Select All to select all patients. Click Export Selected, then select a location to save the files to.

How do they add a diagnosis to open dental?

To add or edit available diagnosis options:Double-click an existing item or click Add to create a new item. The Edit Definition window will open.Name: Enter the diagnosis.1 or 2 letter abbreviation: Enter a short abbreviation for the diagnosis. ... Click OK to save.

How do I check my dental Open version?

In the Main Menu, click Help, About. The About window contains connection, copyright, and license information. The current Open Dental version and the date of the update show at the top.

Where is the procedure code in open dental?

Open Dental Software - Procedure Codes. In the Main Menu, click Lists, Procedure Codes. Alternatively: Press Ctrl+Shift+F.

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...

What does PRI ins mean?

Pri Ins: The insurance estimates for the insurance plan listed first in the Family Module. Priority: The procedure's priority level. Prognosis: The prognosis assigned to the procedure on the Enter Treatment and the Procedure - Misc Tab. Prov: The provider associated with the procedure.

How do Xrays show open dental?

1:172:17Scheduling Appts/X-rays-Opendental - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou would go to the patient hint chart and then in this situation Schick is the name of the softwareMoreYou would go to the patient hint chart and then in this situation Schick is the name of the software. That is used. So that tab will bring you to the area that you can take the x-rays.

How do I print my fee schedule from Easy Dental?

In Easy Dental, click the Settings gear button. Select Maintenance, then Fee Schedules. You can select as many fee schedules as you'd like (hold the CTRL key while you click additional schedules), and click Export. Follow the prompts and save your export as a spreadsheet file.

How do I change my provider color in Easy Dental?

From most Easy Dental modules, click Settings (Alt +F10), and select Practice Setup > Procedure Code Setup. Select a Procedure Code Category, select the code you want to change, and click Edit. Select a Paint Type from the drop-down list.

How do I add quick codes to open dental?

Add Quick Proc Items to the Patient's AccountClick the Quick Procs dropdown to select an item. The dropdown options are set up in Definitions: Account Procs Quick Add.Click the Quick Procs button (not the dropdown), type the full procedure code in the box, then press Enter. Codes are case sensitive.

How do I add an adjustment code to open dental?

To add or edit available adjustment options:Double-click an existing item or click Add to create a new item. The Edit Definition window will open.Name: Enter the adjustment name. The name will appear on the patient accounts and statements when used.Set the behavior of the adjustment. ... Click OK to save.

How do I deactivate a code in open dental?

Note: Once created, a code can't be changed or deleted. Instead move it to an obsolete category. Alt Code: Associate an alternate code.

What is a patient report?

The Patients Report is used to create simple queries using fields in the Patient table. In Standard Reports, in the Lists section, click Patients - Raw. Options are hard coded and may not reflect all fields. For more query options, see Query Examples or submit a Query Request.

How to include referral information in a report?

To include referral information select from the Referred To/Referred From lists. Click the WHERE tab to create the report rows. Select additional patient information from the WHERE dropdown menu, then select an operator and enter a value in the text box that must be met to limit the report results.

Running User Queries

Before we talk about our favorites, we want to make sure you know how to find and run a query.

Waiting Room Reports

Is one of your goals to decrease waiting room times? Do you know what your current Waiting Room times are? We have some queries that will tell you.

Patients Not Seen Since

Maybe you were about to run the Patient Status Setter to archive old patients, but wanted to reach out to them first in hopes of retaining them. Or perhaps you’re a pediatric practice wanting a list of guarantors for patients not seen since a certain date. Here are some queries that can help.

Patients with a Patient Field Def Entered

If you created a custom Patient Field Def, you might want to find a list of patients where information is entered. Query 311 helps with that!

Examples

After a Conversion: To generate an Aging of A/R report so you can compare the total account balance in your old software with the beginning total account balance in Open Dental.

Questions and Answers

Question: I am comparing my Aging of A/R total from two dates. I expect the differences to be equal to the Production and Income amounts for the period, but it differs. Why?