Patients not Recently Seen Report

The Patients not Recently Seen Report lists the patients who have not received treatment since the specified date. For each patient, the date of the patient's most recent treatment and the patient's contact information appear on the report. Patients on the report are grouped by household (patients with the same primary contact person).

To generate the report

1. On the Home menu, under Reports, click (or tap) Power Reporting.

   The Power Reporting page opens.

2. Click (or tap) the Patients not Recently Seen icon.

   

   The report appears.

   

3. The data from your database syncs with the reporting system automatically and displays the time of the last sync on the Data as of button. Data entered in Dentrix Ascend after the time shown will not be available on the report until the next sync. To view the time when the next sync is expected to occur, click (or tap) the Data as of button.

   

4. Select the Location that you want to view fading patients for. Then, if the Auto-Submit checkbox is not selected, click (or tap) View Report.

5. To include patients without a visit since a date other than the default date on the report, change the No Visit Since date.

6. To customize the report, click (or tap) the Toggle Edit link. Using the interactive report builder tools, add data fields to the layout, and set up filters as needed.

7. To save the report as a template for later use, click (or tap) Save. In the Save Report dialog box that appears, enter a name for the report, select whether you want to save the report as one of your reports (available only to you) or as an organization report (available to all users), and then click (or tap) OK.

   

   

8. Export the report as a .pdf, .xslx, or .csv file, or view the report as HTML.