Active Patient Count Report
- On the Home menu, under Reports, click (or tap) Power Reporting. ...
- Click (or tap) the Active Patient Count - HSPA icon. ...
- The data from your database syncs with the reporting system automatically and displays the time of the last sync on the Data as of button. ...
- Using the analysis report builder tools, add data fields to the layout, and set up filters as needed.
...
Click Data Fields.
- Data fields are the information you want to show up on the report for each patient. ...
- Click OK.
- In the Misc.
What is the best way to view patient information in Dentrix?
The List Manager is a great way to view the information because you can select a patient from the list, and then open other Dentrix Modules from the list and view additional patient information. However, in the example I gave earlier, if you are simply looking for a number of patients with a MetLife plan, I would suggest opening the list in Excel.
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.
Can I email all my Dentrix patients at once?
While Dentrix Enterprise currently does not have a way to email all your patients at once, you can create a list of active patients that you can then use in third-party applications, such as DemandForce or Lighthouse, to email your patients. There are several ways to get a list of your active patients: The Patient List feature and Letter Merge.
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 run active 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 find out how many active patients we have 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 run a report by Procedure Code in Dentrix?
How To Run A Procedure Code Production ReportOpen Office Manager | Reports | Management | Practice Analysis Reports.Uncheck the following under Select Summary Reports. ... Under Production Summary, choose by Category or by Proc Code Range and select the codes.More items...•
Where is the power reporting page in Dentrix?
On the Home menu, under Reports, click (or tap) Power Reporting. The Power Reporting page opens.
How do you obtain patient data?
You can collect patient data in several different ways — by conducting an interview in a clinical setting, by having the patient complete a paper form, or by having the patient fill out an online form.
How do you mark a patient inactive on Dentrix?
On the Office Manager menu bar, click Letters & Custom Lists and then click Inactive Patient to display the Inactive Patient Letters & Custom Lists dialog box. Under Select Letter or Custom List, make sure Inactive — All is selected.
What is a procedure code analysis report?
The Procedure Code Analysis report will identify any codes that have been deleted or are invalid giving you any available replacement code(s), will note any codes that have had their terminology revised, will identify any starred procedures, and give you a list of the latest modifiers.
Can you export a report from Dentrix to excel?
A nice feature of Power Reporting is that you can export reports to various file formats. You could export a report to Excel to perform additional modifications, or you could export to a PDF for easy data presentation.
How do I run end of year report on Dentrix?
Many offices find it useful to print this report at the end of each month and year. To run this report, from the Reports menu, point to Ledger, then click Aging Report.
How do I turn on advanced reporting?
Is Advanced Reporting enabled? Check Admin > Stores > Settings > Configuration > General > Advanced. For detailed steps, review Advanced Reporting: Enable Advanced Reporting.
What is the report button?
The report button is a really useful tool, which you can find on lots of different games and apps. It is a way of telling someone that you've seen or heard something upsetting.
What are Power Reports?
Power Reports is a set of advanced analytics and reporting features available as an add-on.
How do I print a patient list in Dentrix?
Right-click any patient on the list to open a menu of options you can choose from to get additional information about the patient, such as the More Information window or access to their Guarantor Note, or to open that patient in a different Dentrix module. If you need to print the list, click Preview/Print.
How do you keep track of patient appointments?
First and foremost: Write down your appointment date and time on a calendar that you look at every day. Create or buy a medical organizer book to not only keep track of the appointment itself, but also to make any notes about what you should prepare ahead of time or bring to the appointment.
How do I run a Dentrix Practice Advisor report?
Open the Office Manager 2. Choose Analysis | Practice Advisor OR click on the Practice Advisor icon. 3. Choose Practice Advisor Report Page 2 4.
Where are the new patients in Dentrix?
Jun 26, 2021•Knowledge ArticleIn the Appointment Book go to Options, Locate Existing Appointment.In the box for Enter Name, type in all or part of the New Patients last name.Click the Arrows to the right.
How to view sync time in Dentrix Ascend?
To view the time when the next sync is expected to occur, click (or tap) the Data as of button.
What is an active patient count report?
The Active Patient Count Report displays the number of patients seen. A Henry Schein One representative can use this report to help you assess your practice. You can customize the default report as needed.
How to save a report as a template?
To save the report as a template for later use, click (or tap) Save. In the Save Report dialog box that appears, enter a name for the report, select whether you want to save the report as one of your reports (available only to you) or as an organization report (available to all users), and then click (or tap) OK.
What is the patient report in Dentrix?from healier.com
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 in the report.
How to view sync time in Dentrix Ascend?from support.dentrixascend.com
To view the time when the next sync is expected to occur, click (or tap) the Data as of button.
What is an active patient count report?from support.dentrixascend.com
The Active Patient Count Report displays the number of patients seen. A Henry Schein One representative can use this report to help you assess your practice. You can customize the default report as needed.
How to save a report as a template?from support.dentrixascend.com
To save the report as a template for later use, click (or tap) Save. In the Save Report dialog box that appears, enter a name for the report, select whether you want to save the report as one of your reports (available only to you) or as an organization report (available to all users), and then click (or tap) OK.
Insurance Carrier List
One report to consider is the Insurance Carrier List. This list will provide you with options to view basic insurance plan information including maximum and deductibles, a list of subscribers, a list of all insured patients, or a combination of this information.
Letters and Custom Lists
If you prefer to generate a list for a range of insurance plans you could use the Patient Report (by Filters) in Letters and Custom Lists. By using this report, you could get a number of patients for a range of plans within an insurance carrier.
Utilization Report for Dental Insurance
The Utilization Report for Dental Insurance is a great report to evaluate your office fee compared to the fee an insurance plan is allowing you to charge. This may be a good report to generate if your practice is considering dropping an insurance plan.
Learn More
Want information on the Dentrix G7.8 Reports module? Read Dentrix—A New View of Your Practice Information.
Who is Dayna from Dentrix?
Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at [email protected].
What does archived patient mean?
Archived — Archiving a patient removes them from all search results, removes them from all Continuing Care, erases all insurance information, and deletes any future appointments in the schedule. My opinion is that if patients have told you they are leaving, or you know they have died, then archive them. If the patient who has left the practice decides to return, you can bring the account back to active status and re-enter the insurance and continuing care information.
Why is it important to know what your active patient base is?
It is important to know what your active patient base is so you are not reaching out to patients who have either left the practice or died. Having accurate, up-to-date reports and patient lists is important when you start following up with unscheduled treatment and overdue recare.
What happens if you mark a patient as inactive?
Inactive — This is where it gets a little “gray.” If you mark a patient as inactive, he or she will still show up in all search results, and you can still send out letters and generate reports. My opinion is that if you have exhausted all your resources by calling, sending letters, and emailing patients, and they are not responding to you, then you should mark them as inactive. Setting the patient status to inactive will at least remove them from the Continuing Care lists, and you can also remove them from other management reports.
What is a non-patient dental account?
Non-Patient — This is a person who is either an insurance holder or a guarantor on a family account. This is not a person who comes to your office for dental care. This person could also have a patient account if he or she is only an insurance holder for another patient in your practice.
How to change patient status in Family File?
To change the patient status, with the patient selected in the Family File, double-click the Patient Information block at the top of the Family File window. When the Patient Information dialog box appears, click Status .
When do patients become inactive?
Patients are most often changed to an Inactive status when they have not been seen in more than a year and you have tried to contact them without results. Inactive patients are removed from continuing care lists and can be filtered out of reports.
What is a non patient?
Someone with a Non-Patient status is not seen as a patient in your practice, but can be a guarantor or insurance subscriber for another patient. For example, the father of one of your patients who is not a patient himself would be entered in the family’s account as a non-patient guarantor.
What is archived status?
The Archived status is best for patients who have notified you that they will no longer be seen as a patient in your practice, or patients who have died. Archived patients are removed from all search results and continuing care lists, all future appointments for the patient in the Appointment Book are deleted, and all insurance information in the Family File is deleted.
How does Dentrix help with collections?
Dentrix helps you focus your collections efforts by analyzing your practice’s accounts receivable (A/R) and tracking family and insurance balances. Using the Practice Advisor Report, you can determine how your practice is collecting your A/R ; then, by running the Insurance Aging Report and Aging Report, you’ll know which insurance companies and patients to contact.
How to analyze A/R?
1. Open the Practice Advisor from the Office Manager, click Practice Advisor Report, set up the desired report options (making sure Collections is selected), and then click Preview to generate the Practice Advisor Report. Go to the Collections section.
What is the report on insurance carriers?
The report lists each insurance carrier, the aged balances for each outstanding claim and the patients for whom those claims were submitted.
Insurance Carrier List
- One report to consider is the Insurance Carrier List. This list will provide you with options to view basic insurance plan information including maximum and deductibles, a list of subscribers, a list of all insured patients, or a combination of this information.
Letters and Custom Lists
- If you prefer to generate a list for a range of insurance plans you could use the Patient Report (by Filters)in Letters and Custom Lists. By using this report, you could get a number of patients for a range of plans within an insurance carrier. For example, if you wanted a number of all MetLife patients, you could generate a list by a range of insurance plans beginning with the first MetLife …
Utilization Report For Dental Insurance
- The Utilization Report for Dental Insuranceis a great report to evaluate your office fee compared to the fee an insurance plan is allowing you to charge. This may be a good report to generate if your practice is considering dropping an insurance plan. The Utilization Report shows you detailed information regarding procedures performed, the total number of patients seen (based on the da…
Learn More
- Want information on the Dentrix G7.8 Reports module? Read Dentrix—A New View of Your Practice Information. For additional information, read the following: 1. Find the Patients Attached to Each Insurance Plan in Dentrix 2. Using the Patient Report (by Filters) to Find Specific Groups of Patients 3. Utilization Report for Dental Insurance By Charlott...