Tuesday, June 24, 2014

Generate a Custom Patient List

Updated 3/23/2020

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 report 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 report.

Here's how:
  1. From the Office Manager, click Letters & Custom Lists, and click Misc.
  2. Select Patient Report (By Filters) and then click Edit.
  3. From the Letter or Custom List Setup dialog box, select the search criteria for filtering your list. First set a range of procedures to include.
  4. In the list of filters, click the search button next to Procedures.

    • In the Search for group box, 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.
  5. Then, in the list of filters, click the search button next to Last Visit Date.

    • Enter a Beginning date of 6 months ago and an Ending date of today, and click OK.

  6. When you've finished setting your filters, click OK.
  7. Click the Open List Manager button to open the List Manager and see a list of patients that match your criteria.

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 within the Patient Report (By Filters).

For more information, read The Dentrix G6 List Manager article in Dentrix Magazine.

Tuesday, June 17, 2014

Differentiating Multiple Payments from the Same Patient

Updated 4/25/2019

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.

For additional information, read the Family Ledger Report and Printing Family Ledger Reports topics in Dentrix Help.

Tuesday, June 10, 2014

Viewing the Dentrix Document Center by Provider

Updated 4/25/2019

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.

  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.

For more information, see the Viewing Documents by Provider or Staff topic in Dentrix Help.

Tuesday, June 3, 2014

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

Updated 4/25/2019

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.
  2. Select the procedure code you want to flag as a difficult procedure and click Edit.

  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.

For more information see the Editing Procedure Codes topic in Dentrix Help.