New Patient Summary Report

The New Patient Summary Report displays production details for new patients seen during a selected date range.

	Why:	To view production totals for new patients, and to identify effective referral sources.
	When:	Yearly and monthly.

How do I run the New Patient Summary Report?

In the Office Manager from the Analysis menu, click Dentrix Reports. Under Reports in the Dentrix Reports window, double-click New Patient Summary. For step-by-step instructions on how to run this report, see the Dentrix Help (in the Office Manager from the Help menu, click Contents).

What information does this report provide?

A.   New Patient Details

·        Referred By – The patient’s referral source.

·        Treat Plan – The total amount of treatment-planned work.

·        Completed – The total amount of completed production.

B.   Sub Total By Referral – New patients are grouped by referral source. At the end of each grouping, the Sub Total By Referral row provides statistical totals for the referral source.

C.   Grand Totals – If you select Include Grand Totals, when setting options for this report, the Grand Totals row appears at the end of the report.

D.   Report Graphs – If you select Include Graphs/Charts, when setting options for this report, the following three graphs appear at the end of the report.

·        New Patient’s By Referral – Provides a graphical breakdown of new patients by referral source. Use this chart to visually identify effective referral sources.

·        TP, Completed, and Pmts By Referral – Provides a graphical breakdown of new patient production by referral source.

·        Grand Totals – Provides a graphical representation of the information in letter C.