Tuesday, June 24, 2014

Generate a Custom Patient List

Did you know you can use the Patient Report (By Filters) letter to generate custom lists? With dozens of filtering criteria, you can use this letter to generate lists of patients who fit the criteria you set. For example, if you wanted to create a list of patients who came in for a new patient exam (procedure code D0150) in the last 6 months, but have not returned for a follow-up visit, you can do so using this letter.

To generate the list using two search criteria: Procedures and Last Visit Date


  1. From the Office Manager, click Letters > Misc.
  2. Select Patient Report (By Filters) and then click Edit.
  3. From the Patient Report View dialog box, select the search criteria for filtering your list.
  4. Search Criteria A: Procedures
    • In the list of filters, click the search button next to Procedures to open the Select Procedure Range dialog box.


    • In the Search for group, check Completed.
    • In the Select Procedure Codes group, enter D0150 in both the Beginning and Ending fields.
    • In the Select Procedure Date group, enter a Beginning date of 6 months ago and an Ending date of today, and click OK to return to the Patient Report View dialog box.
  5. Search Criteria B: Last Visit Date
    • In the list of filters, click the search button next to Last Visit Date to open the Last Visit Date Range dialog box.
    • Enter a Beginning date of 6 months ago and an Ending date of today, and click OK to return to the Patient Report View dialog box.
  6. Click OK.
  7. With the letter highlighted, click Create/Merge.
  8. From the Create/Merge Options dialog box, uncheck the Add to Journal option. With Create Data File and Merge Letters selected, click OK.
Microsoft Word will launch and display a list of patients who meet the filtering criteria. You can then use this information to plan your reactivation strategies.

The possibilities for creating custom lists and reports based on information in your Dentrix database are endless when you understand how to customize and use the filters in the Patient Report (By Filters) letter. 

Want more information on custom reports? Learn how to generate several common lists and data files, as well as custom report templates in the Generating Custom Reports in Dentrix course offered at this year's Business of Dentistry Conference. 

Visit businessofdentistry.com/dentrix for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered.



Tuesday, June 17, 2014

Differentiating Multiple Payments from the Same Patient

Have you ever looked at a Family Ledger Report, walkout statement, billing statement, or deposit slip and thought to yourself, "I could have sworn this patient made two credit card payments, and only one is listed here. Why aren't both payments being listed?"




If you have two (or more) separate payments from a patient that are posted on the same day using the same payment type, Dentrix combines those payments into a single entry on reports.  If you want multiple payments to be listed separately, you can get them to itemize on the report by entering unique details in either the Check# or Bank/Branch# fields of the Enter Payment dialog box.



That way Dentrix will see that the two payments are different and list them separately on the reports.


This tip is another example of the wealth of new things you can learn at this year's Business of Dentistry Conference. Visit businessofdentistry.com/dentrix for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered.

Tuesday, June 10, 2014

Viewing the Dentrix Document Center by Provider

In addition to managing documents for patients, you can use the Document Center to manage documents for providers and staff members in your office.

You can attach documents and reports to providers the same way you would attach them to patients. You can also attach W2 forms and other human resources forms to the providers and staff members in your office. Then you can view the Document Center for each provider or staff member just as you would for a patient.

To view the Document Center by provider or staff member:


  1. From the Document Center, click View > By Provider/Staff or click the By Provider/Staff button. The Select Provider/Staff dialog box appears.
  2. Select the staff member whose document center you want to view and click OK.
Bonus Tip:  If you open the Document Center from the Office Manager, you are prompted to select a provider/staff member and the Document Center opens for that provider/staff member.

Learn valuable tips like this one in the Using the Document Center to go Chartless course offered at this year's Business of Dentistry Conference. Visit businessofdentistry.com/dentrix for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered.

Tuesday, June 3, 2014

Adding a Reminder to the Day Sheet to Follow Up on Difficult Procedures

When a patient has a difficult procedure completed like a root canal or extraction, many offices make follow-up calls to that patient in the evening after their procedure. Dentrix helps you identify which patients may need a follow-up call by adding an asterisk on the Day Sheet next to the phone number of any patient who had a difficult procedure completed.

Dentrix considers a procedure to be "difficult" when it has been flagged in the Procedure Code Editor as a difficult procedure.  You can customize which procedures are considered difficult and show up on the Day Sheet with an asterisk.

To flag a procedure as a Difficult Procedure:
  1. From the Office Manager, click Maintenance > Practice Setup > Procedure Code Setup. The Procedure Code Setup dialog box appears.
  2. Select the procedure code you want to flag as a difficult procedure and click Edit. The Procedure Code Editor - Existing dialog box appears.

  3. Check the Difficult Proc. option in the Treatment Flags group box. An asterisk will appear on the Day Sheet next to the phone number of any patient who has this procedure completed that day, indicating that they may need a follow-up call.

The Day Sheet is one of the reports covered in the 10 Basic Dentrix Reports Every Office Should Use course offered at this year's Business of Dentistry Conference. Visit businessofdentistry.com/dentrix for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered.

For more information on the Day Sheet, see the "Generating Key Reports" tutorial (article #41844) in the Dentrix Resource Center.