Dentrix Enterprise
Help

Patient List

The Patient List displays a list of patients according to specified criteria, such as information from their medical alerts/problems, medications, prescriptions, demographics, and laboratory test results.

To view the Patient List

1.   In the Office Manager, from the Analysis menu, click Patient List.

The Patient List - Select Template dialog box appears.

2.   Do one of the following:

·        Add a template - To create a new template for generating a patient list, click Add. If there are no template, this is the only option that is available.

·        Edit a template - To edit an existing template, select it, and then click Edit.

·        Delete a template - To delete a template, select it, and then click Delete. Ignore the steps that follow.

·        Run a template - To generate a patient list from an existing template, select it, and then click Run. Skip to step 9.

The Patient List dialog box appears.

3.   In the List name box, enter a name to use for the template so that you can quickly generate this list again, using the filters and data fields that you will specify.

4.   For as many filters as you want to set up, under Double click on filter below, double-click each desired item to specify the criteria of that filter in the dialog box that appears (the name depends on the filter that you double-click):

·        Age - In the Age Options dialog box, select whether you want to search for patients who are Older/Younger Than the age that you specify (select Older Than or Younger Than, and type the number of years old) or for patients Between the ages that you specify (type the ages; the range is inclusive of the upper and lower age limits that you enter). Then, click Insert.

·        Allergies - In the Allergy Options dialog box, select all or any to search for patients who have all or any one of the active and/or inactive allergies that you specify. Click the Allergies search button  to select the allergies. To search for patients according to When the selected allergies were entered, select for any date, before (enter a date), after (enter a date), or between (enter the dates; the range is inclusive of the starting and ending dates that you enter). To use another Allergies filter (if set up) or this one, select the Use "OR" condition for all Allergy filters in this filter set check box. To use another Allergies filter (if set up) and this one, clear the Use "OR" condition for all Allergy filters in this filter set check box. Then, click Insert.

·        Appointment Date - In the Appointment Date Options dialog box, select whether to search for patients who have a past appointment or a future appointment. To search for patients according to When the appointment was/is scheduled, select before (enter a date), after (enter a date), or between (enter the dates; the range is inclusive of the starting and ending dates that you enter). To use another Appointment Date filter (if set up) or this one, select the Use "OR" condition for all Appointment filters in this filter set check box. To use another Appointment Date filter (if set up) and this one, clear the Use "OR" condition for all Appointment filters in this filter set check box. Then, click Insert.

·        Assigned Clinic - In the Clinic Selection dialog box, select and add each clinic that has patients who you want to search for. Then, click OK.

  • ·        Billing Type - In the Billing Type Selection dialog box, select and add each billing type that is attached patients who you want to search for. Then, click OK.

    ·        Completed Procedures -  In the Completed Procedure Code Options dialog box, select all or any to search for patients who have all or any one of the specified criteria met. Click the Procedure Codes search button  to select and add each procedure that was posted for patients who you want to search for. Select whether to search for procedures by procedure date or by entry date. To search for patients according to When the procedure was posted, select for any date, before (enter a date), after (enter a date), or between (enter the dates; the range is inclusive of the starting and ending dates that you enter). To use another Completed Procedures filter (if set up) or this one, select the Use "OR" condition for all procedure code filters in this filter set check box. To use another Completed Procedures filter (if set up) and this one, clear the Use "OR" condition for all procedure code filters in this filter set check box. Then, click Insert.

    ·        Continuing Care - In the Continuing Care Options dialog box, click the Continuing Care Type search button  to select and add each continuing care type with a specified due date that is attached to patients who you want to search for. To search for patients according to When the due date is, select for any date, before (enter a date), after (enter a date), or between (enter the dates; the range is inclusive of the starting and ending dates that you enter). Then, click Insert.

    ·        Ethnicity - In the Ethnicity Selection dialog box, select and add each ethnicity of patients who you want to search for. Then, click OK.

    ·        Gender - In the Gender Options dialog box, select the gender of the patients who you want to search for. Then, click Insert.

    ·        Homeless Status - In the Homeless Status Selection dialog box, select and add each homeless status of patients who you want to search for. Then, click OK.

    ·        ICD-9-CM Diagnostic Codes - In the ICD-9CM Diagnostic Codes Options dialog box, select all or any to search for patients who have been diagnosed with all or any one of the diagnoses that you specify. Click the ICD-9-CM Diagnostic Code search button  to select the diagnosis codes. To search for patients according to When the selected diagnoses were entered, select for any date, before (enter a date), after (enter a date), or between (enter the dates; the range is inclusive of the starting and ending dates that you enter). To use another ICD-9-CM Diagnostic Codes filter (if set up) or this one, select the Use "OR" condition for all ICD-9-CM filters in this filter set check box. To use another ICD-9-CM Diagnostic Codes filter (if set up) and this one, clear the Use "OR" condition for all ICD-9-CM filters in this filter set check box. Then, click Insert.

    ·        Laboratory Test Results - In the Laboratory Test Results Options dialog box, specify whether you want to Set up a filter for patients whose last test meets the specified criteria or that have never completed a test that meet the specified criteria. Click the Test Name search button  to search for (type a Laboratory Test Name, and then click Show Results) and select the lab tests. Enter the Test Result that you want to search for, and select whether the result must be equal to, greater than, greater than or equal to, less than, or less than or equal to the specified test result. To search for patients according to When their test results were received, select for any date, before (enter a date), after (enter a date), or between (enter the dates; the range is inclusive of the starting and ending dates that you enter). To use another Laboratory Test Results filter (if set up) or this one, select the Use "OR" condition for all Lab Test Results filters in this filter set check box. To use another Laboratory Test Results filter (if set up) and this one, clear the Use "OR" condition for all Lab Test Results filters in this filter set check box. Then, click Insert.

    ·        Language - In the Language Selection dialog box, select and add each language of patients who you want to search for. Then, click OK.

    ·        Medications - In the Medication Options dialog box, select all or any to search for patients who have all or any one of the active and/or inactive medications that you specify. Click the Medications search button  to select the medications. To search for patients according to When the selected medications were entered, select for any date, before (enter a date), after (enter a date), or between (enter the dates; the range is inclusive of the starting and ending dates that you enter). To use another Medications filter (if set up) or this one, select the Use "OR" condition for all Medications filters in this filter set check box. To use another Medications filter (if set up) and this one, clear the Use "OR" condition for all Medications filters in this filter set check box. Then, click Insert.

    ·        Patient Tags - In the Patient Tags Selection dialog box, select and add each patient tag that is attached patients who you want to search for. Then, click OK.

    ·        Poverty Level - In the Poverty Level Selection dialog box, select and add each poverty level of patients who you want to search for. Then, click OK.

    ·        Preferred Contact - In the Communication Preference Selection dialog box, select and add each preferred contact method for patients who you want to search for. Then, click OK.

    ·        Prescriptions - In the Prescription Options dialog box, select all or any to search for patients who have all or any one of the active and/or inactive prescriptions that you specify. Click the Prescriptions search button  to select the prescriptions. To search for patients according to When the selected prescriptions were entered, select for any date, before (enter a date), after (enter a date), or between (enter the dates; the range is inclusive of the starting and ending dates that you enter). To use another Prescriptions filter (if set up) or this one, select the Use "OR" condition for all Prescriptions filters in this filter set check box. To use another Prescriptions filter (if set up) and this one, clear the Use "OR" condition for all Prescriptions filters in this filter set check box. Then, click Insert.

    ·        Primary Provider - In the Provider Selection dialog box, select and add each provider who is the primary provider for patients who you want to search for. Then, click OK.

    ·        Problems - In the Medical Alert Options dialog box, select all or any to search for patients who have all or any one of the active and/or inactive medical alerts/problems that you specify. Click the Medical Alerts/Problems search button  to select the medical alerts/problems. To search for patients according to When the selected medical alerts/problems were entered, select for any date, before (enter a date), after (enter a date), or between (enter the dates; the range is inclusive of the starting and ending dates that you enter). To use another Medical Alerts/Problems filter (if set up) or this one, select the Use "OR" condition for all Medical Alert filters in this filter set check box. To use another Medical Alerts/Problems filter (if set up) and this one, clear the Use "OR" condition for all Medical Alert filters in this filter set check box. Then, click Insert.

    ·        Race - In the Race Selection dialog box, select and add each race of patients who you want to search for. Then, click OK.

    ·        Religion - In the Religion Selection dialog box, select and add each race of patients who you want to search for. Then, click OK.

    ·        User Defined Category - In the User Defined Category Selection dialog box, select and add each category of patients who you want to search for. Then, click OK.

    ·        Veteran - In the Veteran Selection dialog box, select and add each veteran status of patients who you want to search for. Then, click OK.

    ·        Worker Status - In the Worker Status Selection dialog box, select and add each worker status of patients who you want to search for. Then, click OK.

    5.   Click the Next button .

    The next screen appears.

    6.   Add any additional filter sets (click the Add Filter Set button , and then repeat steps 4 - 5). Then, click the Next button .

    The next screen appears.

    Note: If a data field specifically has the ability to show all records for a given data field regardless of the applied, corresponding filters, the data field will appear in the lower-right corner with a Show All check box that may be selected to show all records pertaining to the specific data field type for a patient. Only certain data fields can allow this functionality.

    7.   Select the desired Category, and then double-click the data fields (under Double click to add a data field) that you want to include. Repeat this step as needed to add other data fields. Then, click the Next button .

    The next screen appears.

    8.   To refresh the results list, click the Run button .

    9.   To print the list, click the Print button . To copy the list as tab-delimited text to the Windows Clipboard, click in the list, and then press Ctrl + A and then Ctrl + C.

    Tips:

    ·        To open the Ledger, Patient Chart, or Family File of a patient on the list, right-click that patient's name, and then click the desired menu option.

    ·        Click a column header to sort the list by that column in ascending order. Click the same column header to switch to descending order for that column. To sort by multiple columns, click each column header in the order by which you want to sort (for example, first by patient name and then by the problem description; numbers appear next to the names of the column headers by which you are sorting). Right-click a column header to remove the sort option for that column.

    10. Click Save to save the list settings as a template for generating the list again later. On the message that appears, stating that the template was saved successfully, click OK.

    11. Close the Patient List dialog box.

    12. On the confirmation message that appears, click Yes.

    When you close the dialog box, a message appears and asks you to attest that you are sending reminders to the patients in the list. This only appears if you have the Meaningful Use features turned on.

    13. Click Yes or No.

    14. Close the Patient List - Select Template dialog box.