print report on dentrix completed d3310 by patient g6

Where can I find more information about the Dentrix reports?

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. Dayna loves her work.

Can Dentrix Ascend report based on Procedure Code?

– 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.

What is the list manager in Dentrix G6?

The List Manager, available in Dentrix G6 and later, makes generating cards, letters, and labels much simpler than in the past. Dentrix has long come complete with pre-defined letter templates in several categories that you can use in conjunction with your patient database.

How do I add data to a Dentrix G4 report?

(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.

How do I print a report in Dentrix?

Go to Reports > Management > Analysis Summary, select your date range, production date and click OK. From the Batch Processor double click on the report to view it. In the upper left corner click on File > Print Report. In the drop down menu for the printer select “Send to Dentrix Document Center” and click OK.

How do I pull a 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 I export a Dentrix patient list?

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.

Can you export a report from Dentrix 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 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.

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 you find total 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.

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 get an email list from Dentrix?

Dentrix and Dentrix Communication Manager Select Patient Newsletter from the menu. Next, enter your email subject. Select Send Newsletter to Practice if you want the office to receive a copy of the newsletter. It will send to the email that is configured in your account settings.

The List Manager Toolbar

The List Manager window includes a toolbar from which you can open other Dentrix modules. You can also print and manage lists, cards, letters, and labels. For example, if you want to group a list alphabetically, click the Group By button in the toolbar (Figure 1). To return the list to its default setting, click the Group By button again.

Creating Letters

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.

Creating Custom Lists

You can use the List Manager to get a list of patients you can use like a report. You can create a list from any letter template as described above. Or, you can use the List Manager to create custom lists.

Creating Labels

The List Manager also helps you create mailing labels quickly and efficiently. To create labels, select a category such as Birthday from the Letters & Lists dialog box. From the Birthday Letters & Custom Lists (or other letters type) dialog box, click New.

Creating Cards

To create reminder cards for continuing care patients, click the Continuing Care button in the Letters & Lists dialog box. In the Continuing Care Letters & Custom Lists dialog box, select Cont. Care Cards — Appointment, and then click Edit. To change the default Continuing Care type, click the Continuing Care search button.

5 Custom Lists You Can Generate in Dentrix

The List Manager is a powerful tool that allows you to create custom lists of patients that meet criteria for which Dentrix doesn’t have a predefined report or letter template.

Learn More

To learn more about the List Manager, see the “ List Manager overview ” topic in the Dentrix Help.

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.

Print Treatment Case Printing Options

Print - Select any one or all of the following: Treatment Plan Total, Finance Status, Patient Balance, Family Balance, Fee Expiration Date, Treatment Case Note, Graphic Chart, Patient Education, and Signed Consent Forms.

Patient Treatment Case Report Printing Options

Procedure Code Date Range - Select From and To and select the date range that you want to include. To leave the dates open-ended, select All Dates for either or both the From and To dates. Select Entry Date or Procedure Date to include procedures performed on a specific date.

Practice Treatment Case Report Printing Options

Select Patient - Click the From and To search buttons to select a range of patients to include. To include all patients, leave <ALL> in both fields.

Custom Report (Through Letters) To Track Which Patients Have Had Certain Procedures Completed In Dentrix

How to generate a report that includes the names of the patients who had a certain procedure done and the date of service.

Custom Report using Letters (Dentrix G5 and previous)

You can create a custom report of patients who have had certain procedure (s) completed by following these steps:

How often is Dentrix magazine published?

Dentrix Magazine is published four times a year for the benefit of Dentrix customers. Copyright ©2015 by Henry Schein Inc. All rights reserved. Dentrix, Henry Schein and the ‘S’ logo are registered trademarks of Henry Schein, Inc. All other trademarks are propertyof their respective owners.

What is Dentrix Mastery Tracks?

Dentrix Mastery Tracks™ allows dental professionals to test how well they understand and can use Dentrix. Read on to find out about Ana Ebanks, an office coordinator who has completed all eight Mastery

What is Dexis dental?

DEXIS delivers innovative, high-quality digital imaging solutions to the dental community. With its state-of-the art sensor and easy-to-use imaging software, Dexis provides numerous benefits to you, your practice, and your patients.

What is a dexis carivu?

DEXIS CariVu is the no-dose solution* for detecting caries with % accuracy and displaying images in easy-to-read black & white. Patented transillumination technology allows you to see caries like never before and offers a new diagnostic tool for patients when x-rays are difficult or unwanted.

Is Citi Health Card integrated with Dentrix?

One click. One Solution. Patient financing just got a lot easier. The Citi Health Card program is now integrated within Dentrix G5. Spend more time on patient care and less money on your patient financing program costs.

The List Manager Toolbar

Creating Letters

Creating Custom Lists

Creating Labels

Creating Cards

• To create reminder cards for continuing care patients, click the Continuing Care button in the Letters & Lists dialog box. In the Continuing Care Letters & Custom Lists dialog box, select Cont. Care Cards — Appointment, and then click Edit. To change the default Continuing Care type, click the Continuing Care search button. In the Select Continuing...

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5 Custom Lists You Can Generate in Dentrix

Learn More