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.



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