Understanding the Schedule/Recare reports

Aging

• Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).

Applied Date (ISO)

• Date (Applied) - The date when a payment (or any portion thereof), a credit adjustment (or any portion thereof), or an unapplied credit was applied to a charge. For a procedure or charge adjustment, the Applied Date is the Transaction Date. Uses the international date format (yyyy-mm-dd).

Applied Date (YMD)

• Year (Applied) - The year when a payment (or any portion thereof), a credit adjustment (or any portion thereof), or an unapplied credit was applied to a charge. For a procedure or charge adjustment, the Applied Date is the Transaction Date. Uses the four-digit identifier (yyyy).

• Month (Applied) - The month when a payment (or any portion thereof), a credit adjustment (or any portion thereof), or an unapplied credit was applied to a charge. For a procedure or charge adjustment, the Applied Date is the Transaction Date. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (Applied) - The day of the month when a payment (or any portion thereof), a credit adjustment (or any portion thereof), or an unapplied credit was applied to a charge. For a procedure or charge adjustment, the Applied Date is the Transaction Date.

Applied Date (local)

• Date (Applied) - The date when a payment (or any portion thereof), a credit adjustment (or any portion thereof), or an unapplied credit was applied to a charge. For a procedure or charge adjustment, the Applied Date is the Transaction Date. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Credit Card Processing

• Account Name - The name of the Worldpay account that was used to process a credit card transaction through Dentrix Ascend Pay (Worldpay).

• Card Holder - The name on the credit card that was used to process a credit card transaction through Dentrix Ascend Pay (Worldpay).

• Card Source - The method that was used to process a credit card transaction through Dentrix Ascend Pay (Worldpay): Online or Terminal (in-office).

• Card Type - The type of card that was used for a credit card transaction that was processed through Dentrix Ascend Pay (Worldpay): Amex, Discover, Mastercard, or Visa.

• Reference Number - The external ID that Worldpay assigns to a credit card transaction that was processed through Dentrix Ascend Pay (Worldpay).

• Transaction ID - The internal ID that Dentrix Ascend assigns to a credit card transaction that was processed through Dentrix Ascend Pay (Worldpay).

• Transaction Type - The type of a credit card transaction that was processed through Dentrix Ascend Pay (Worldpay): Credit Card Payment, Credit Card Refund, or Credit Card Void.

Description

• Category - The category (type of transaction) that a ledger entry pertains to.

• Subcategory - The subcategory that a ledger entry pertains to.

• Description - The description of a ledger entry.

• Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.

• Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.

First Visit Date (ISO)

• Date (First Visit) - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).

First Visit Date (YMD)

• Year (First Visit) - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).

• Month (First Visit) - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (First Visit) - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).

First Visit Date (local)

• Date (First Visit) - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Insurance Claim

• Claim Sent Date - The date an insurance claim was sent. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Claim Status Date - The date of a status change of an insurance claim. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Claim Status - The status of an insurance claim.

• Claim Carrier - The name of an insurance carrier.

• Claim Payer ID - The payer ID of an insurance carrier.

• Billing Prov TIN - The TIN of a billing provider for an insurance claim.

• Billing Provider - The name of a billing provider (which can be a person or a location) for an insurance claim. Uses a "Last name, First name" or a "Location name" format.

• Billing Prov NPI - The NPI of a billing provider for an insurance claim.

• Claim ID - The unique ID of an insurance claim.

• Claim Status Note - The text of a status note of an insurance claim.

• Claim Status Source - The source of a status change of an insurance claim (such as a payer or a user).

• Coverage Type - The type of coverage for an insurance claim (such as primary or secondary).

• Rendering Prov NPI - The NPI of the rendering provider for an insurance claim.

• Rendering Provider - The name of a rendering provider for an insurance claim. Uses a "Last name, First name" format.

• Claim Plan - The name of an insurance plan.

• Claim Plan Address - The address associated with an insurance plan.

Location

• Time Zone - The time zone of a location in your organization.

• Location - The name of a location in your organization. Only the locations that you have access to are available.

• Website - The website address of a location in your organization.

• Service Location - The name of a location in your organization where a procedure is performed. Only the locations that you have access to are available.

• Transaction Location - The name of a location in your organization where a transaction is entered. Only the locations that you have access to are available.

Measures

• Active w/ Recare - The number of distinct patients on the report who are active and have an applicable recare procedure (D1110, D1120, or D4910) posted in their records.

• Amount - The amount of a ledger entry.

• Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.

• Applied Payments - The amount of a payment that is applied to a procedure.

• Average Charge - The average amount of the Charges.

• Billed to Insurance - The amount that is billed to insurance for a ledger entry that is attached to a claim with any status other than Unsent.

• Charge Adjustments - The amount of a charge adjustment.

• Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).

• Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.

• Contracted Fee - The contracted fee between a provider and a patient's primary insurance carrier. The service location of the procedure determines the plan's fee schedule for the contracted fee. The contracted fee does not depend on whether or not a claim has been created, but the report does verify that the patient is insured and the billing provider is contracted with the carrier.

• Count - The number of items for the corresponding row and column on the report.

• Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).

• Guar. Portion (Est) - The estimated guarantor portion of Charges. This measure references only the current version of the estimate.

• Patient Count - The number of distinct patients on the report.

• Perio Patients - The number of distinct patients on the report who have the applicable perio exam procedure (D4910) posted in their records.

• Prim. Ins. Portion (Est) - The estimated primary insurance portion of Charges. This measure references only the current version of the estimate.

• Procedure Charges - The amount of a ledger entry for a procedure.

• Procedure Count - The number of distinct procedures on the report.

• Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.

• Sec. Ins. Portion (Est) - The estimated secondary insurance portion of Charges. This measure references only the current version of the estimate.

• Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.

• Unapplied Credit or Outstanding Balance - The amount of a credit that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).

• Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).

• Write-off (Est) - The estimated write-off for Charges. This measure references only the current version of the estimate.

Miscellaneous

• Posted Automatically? - If a transaction is a write-off adjustment that has been posted automatically.

• Is Applied - If the amount has been applied to a charge.

• On First Visit - If a patient has a first visit date on a given date.

Modified Date (ISO)

• Date (Modified) - The date when a transaction was created initially, modified, or applied to a charge (if the transaction is a credit adjustment or payment). Uses the international date format (yyyy-mm-dd).

Modified Date (YMD)

• Year (Modified) - The year when a transaction was created initially, modified, or applied to a charge (if the transaction is a credit adjustment or payment). Uses the four-digit identifier (yyyy).

• Month (Modified) - The month when a transaction was created initially, modified, or applied to a charge (if the transaction is a credit adjustment or payment). Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (Modified) - The day of the month when a transaction was created initially, modified, or applied to a charge (if the transaction is a credit adjustment or payment).

Modified Date (local)

• Date (Modified) - The date when a transaction was created initially, modified, or applied to a charge (if the transaction is a credit adjustment or payment). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Organization

• Organization Type - Indicates whether the organization is real or for testing purposes only.

• Customer ID - Your organization's customer ID (which can be used to log in).

• Organization Name - The name of your organization (or the organization log-in ID).

Patient

• Ortho Patient - Whether a patient is flagged as an orthodontic patient ("Y" if yes; "N" if no).

• Chart Number - The chart number of a patient.

• Discount Plan - The discount plan assigned to a patient.

• Gender - The gender of a patient.

• State - The state of a patient.

• City - The city of a patient.

• Postal Code - The ZIP Code/postal code of a patient.

• Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• External ID - The external ID of a patient.

• Ascend Patient ID - The ID of a patient in Dentrix Ascend.

• Patient Status - The status of a patient (such as active or inactive).

• Preferred Location - The preferred location for a patient.

• Primary Contact Email - The email address of a patient's primary contact person.

• Primary Contact Name - The name of a patient's primary contact. Uses a "Last name, First name" format.

• Primary Contact Phone - The first phone number listed for the primary contact person for a patient.

• Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).

• Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

• Patient - The name of a patient. Uses a "Last name, First name" format.

Patient Birth Date

• Birth Date - The birth date of a patient.

Patient Demographics

• Ethnicity Code - The CDC code used for the ethnicity of a patient.

• Ethnicity - The CDC description used for the ethnicity of a patient.

• Race Code - The CDC code used for the race of a patient.

• Race - The CDC description used for the race of a patient.

Patient Primary Ins

• Pat. Prim. Plan - The name of an insurance plan.

• Pat. Prim. Carrier - The name of an insurance carrier.

• Prim. Subscriber ID - The ID of the subscriber of an insurance plan.

• Pat. Prim. Fee Schedule - The fee schedule associated with an insurance plan.

Patient Secondary Ins

• Pat. Sec. Plan - The name of an insurance plan.

• Pat. Sec. Carrier - The name of an insurance carrier.

• Sec. Subscriber ID - The ID of the subscriber of an insurance plan.

• Pat. Sec. Fee Schedule - The fee schedule associated with an insurance plan.

Payment Info

• Bank - The bank account number associated with a transaction.

• Check # - The check number associated with a transaction.

• Payment Reference Info - The bank account and check number associated with a transaction. The two numbers are separated by a slash (/).

• Reference # - The reference number associated with a transaction.

Payment Source

• Source of Payment - The source of a payment (such as self-pay or medicaid).

Primary Guarantor

• Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.

Procedure

• Proc. Recare Type - The recare type that is associated with a procedure.

• Proc. Alias - The alias procedure code of a procedure.

• Proc. Category - The Procedure Code Category of a procedure.

• Proc. Code - The procedure code of a procedure.

• Proc. Desc - The abbreviated description of a procedure.

• Proc. Description - The description of a procedure.

Procedure Treatment Area

• Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.

Production or Collection

• Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.

Provider

• Specialty - The specialty of a provider.

• Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).

• Provider - The name of a provider. Uses a "Last name, First name" format.

Referred By

• Referred By - The name of a patient or non-patient source that referred a given patient.

Referred By Geo

• Referrer State - The state of a referral source.

• Referrer City - The city of a referral source.

• Referrer Postal Code - The ZIP Code/postal code of a referral source.

Referred By.Specialty

• Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).

Referred By.Type

• Referral Type - The type of referral (such as marketing or professional).

Revision History

• Revision History - One of the following:

  • Current – Either the latest version of a modified transaction or the original transaction (if the transaction has never been modified). A deleted transaction does not have a current version. Only the current transaction is shown on the ledger if you are using the normal, simplified view.

  • Obsolete – A revised transaction that was either deleted or modified and is no longer the current version. A transaction cancellation is always an obsolete transaction. An obsolete transaction can be shown on the ledger only if you are viewing transaction revisions.

Revision Order

• Revision Order - The order in which original, cancellation, and revised transactions were posted as part of a transaction's revision history. An unchanged transaction is always the original and the current version. The numbering starts at 1 with the original version. Then, if the transaction was modified or deleted, the number increases until either the current version is reached (for a modified transaction) or the cancellation transaction is reached (for a deleted transaction).

Revision Type

• Revision Type - One of the following:

  • Original – The original, unchanged transaction.

  • Revision – A revised transaction. A revision pertains to either the current version or an obsolete version of a transaction (if the transaction was modified multiple times). A modified transaction may have multiple revisions. A deleted transaction has revisions only if the transaction was modified and then deleted.

  • Cancellation – A reversing transaction. A cancellation is posted automatically when a transaction is modified or deleted.

Service Date (ISO)

• Date (Service) - The date of service of a procedure or charge adjustment (see Transaction Date). A credit adjustment or payment (or any portion thereof) uses the date of service of the charge that the credit or payment amount was applied to. Uses the international date format (yyyy-mm-dd).

Service Date (YMD)

• Year (Service) - The year of the date of service of a procedure or charge adjustment (see Transaction Date). A credit adjustment or payment (or any portion thereof) uses the date of service of the charge that the credit or payment amount was applied to. Uses the four-digit identifier (yyyy).

• Month (Service) - The month of the date of service of a procedure or charge adjustment (see Transaction Date). A credit adjustment or payment (or any portion thereof) uses the date of service of the charge that the credit or payment amount was applied to. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (Service) - The day of the month of the date of service of a procedure or charge adjustment (see Transaction Date). A credit adjustment or payment (or any portion thereof) uses the date of service of the charge that the credit or payment amount was applied to.

Service Date (local)

• Date (Service) - The date of service of a procedure or charge adjustment (see Transaction Date). A credit adjustment or payment (or any portion thereof) uses the date of service of the charge that the credit or payment amount was applied to. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Transaction Date (ISO)

• Date (Trans) - The date entered when posting or modifying a transaction. Uses the international date format (yyyy-mm-dd).

Transaction Date (YMD)

• Year (Trans) - The year of the date entered when posting or modifying a transaction. Uses the four-digit identifier (yyyy).

• Month (Trans) - The month of the date entered when posting or modifying a transaction. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (Trans) - The day of the month of the date entered when posting or modifying a transaction.

Transaction Date (local)

• Date (Trans) - The date entered when posting or modifying a transaction. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Appointment

• Appt Time - The starting time of an appointment.

• Scheduled? - If a procedure is scheduled.

• Appt Status - The status of an appointment.

Date (ISO)

• Date - A date. Uses the international date format (yyyy-mm-dd).

Date (YMD)

• Year - A year. Uses the four-digit identifier (yyyy).

• Month - A month. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day - A day of the month.

Date (local)

• Date - A date. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Lab Cases

• Dental Lab - The name of a dental lab.

• Dental Lab Phone - The phone number of a dental lab.

• Lab Case Status - The status of a lab case.

• Lab Case Note - The note attached to a lab case.

• Lab Due Date - The due date of a lab case. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Lab Due Date (YMD)

• Due Date Year - The year of the due date of a lab case. Uses the four-digit identifier (yyyy).

• Due Date Month - The month of the due date of a lab case. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Due Date Day - The day of the month of the due date of a lab case.

Location

• Time Zone - The time zone of a location in your organization.

• Location - The name of a location in your organization. Only the locations that you have access to are available.

• Website - The website address of a location in your organization.

Measures

• Amount - The fee for a procedure (treatment-planned or not) that is attached to an appointment.

• Appointment Count - The number of distinct appointments on the report.

• Base Procedure Fee - The fee (from the rendering provider's preferred fee schedule or, if not an applicable, from a location's preferred fee schedule) for a procedure that is attached to an appointment.

  Note: For an explanation of how the rendering provider and fee are determined and gross scheduled production, see Understanding scheduled and actual production calculations.

• Contracted Fee - The contracted fee between a provider and a patient's primary insurance carrier.

• Patient Count - The number of distinct patients on the report.

• Procedure Count - The number of distinct procedures (treatment-planned or not) that are attached to appointments on the report.

Operatory

• Op - The short name (or ID) of an operatory.

• Operatory - The description of an operatory.

Organization

• Organization Type - Indicates whether the organization is real or for testing purposes only.

• Customer ID - Your organization's customer ID (which can be used to log in).

• Organization Name - The name of your organization (or the organization log-in ID).

Patient

• Ortho Patient - Whether a patient is flagged as an orthodontic patient ("Y" if yes; "N" if no).

• Chart Number - The chart number of a patient.

• Discount Plan - The discount plan assigned to a patient.

• Gender - The gender of a patient.

• State - The state of a patient.

• City - The city of a patient.

• Postal Code - The ZIP Code/postal code of a patient.

• Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• External ID - The external ID of a patient.

• Ascend Patient ID - The ID of a patient in Dentrix Ascend.

• Patient Status - The status of a patient (such as active or inactive).

• Preferred Location - The preferred location for a patient.

• Primary Contact Email - The email address of a patient's primary contact person.

• Primary Contact Name - The name of a patient's primary contact. Uses a "Last name, First name" format.

• Primary Contact Phone - The first phone number listed for the primary contact person for a patient.

• Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).

• Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

• First Visit Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• First Visit Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).

• First Visit Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• First Visit Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).

• Patient - The name of a patient. Uses a "Last name, First name" format.

Patient Birth Date

• Birth Date - The birth date of a patient.

Patient Primary Ins

• Pat. Prim. Plan - The name of an insurance plan.

• Pat. Prim. Carrier - The name of an insurance carrier.

• Prim. Subscriber ID - The ID of the subscriber of an insurance plan.

Patient Secondary Ins

• Pat. Sec. Plan - The name of an insurance plan.

• Pat. Sec. Carrier - The name of an insurance carrier.

• Sec. Subscriber ID - The ID of the subscriber of an insurance plan.

Procedure

• Proc. Recare Type - The recare type that is associated with a procedure.

• Proc. Alias - The alias procedure code of a procedure.

• Proc. Category - The Procedure Code Category of a procedure.

• Proc. Code - The procedure code of a procedure.

• Proc. Desc - The abbreviated description of a procedure.

• Proc. Description - The description of a procedure.

Provider

• Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).

• Provider - The name of a provider. Uses a "Last name, First name" format.

• Specialty - The specialty of a provider.

Reason

• Reason - The "Other" reason(s) specified for an appointment.

Procedure

• Proc Category - The Procedure Code Category of a scheduled procedure.

• Proc Name Long - The description of a scheduled procedure.

• Proc Name Short - The abbreviated description of a scheduled procedure.

• Proc Code - The procedure code of a scheduled procedure.

• Proc Alias - The alias for a scheduled procedure.

• Fee - The fee for a scheduled procedure (treatment-planned or not).

• Proc Count - The number of scheduled procedures (treatment-planned or not).

• Contracted Fee - The contracted fee between a provider and a patient's primary insurance carrier. The service location of the procedure determines the plan's fee schedule for the contracted fee. The contracted fee does not depend on whether or not a claim has been created, but the report does verify that the patient is insured and the billing provider is contracted with the carrier

Appointment

• Reason - The "Other" reason(s) specified for an appointment.

• Organization - The name of your organization (or the organization log-in ID).

• Customer ID - Your organization's customer ID (which can be used to log in).

• Location - The name of a location in your organization where an appointment was scheduled.

• Appt Status - The status of an appointment.

• Appt Count - The number of scheduled appointments.

• Appt Date/Time - The date and time of an appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy) followed by the time (hh:mm AM/PM).

• Appt Date - The date of an appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Appt Time - The time of an appointment (hh:mm AM/PM).

• Provider - The provider who is attached to an appointment. Uses a "Last name, First name" format.

• Prov - The short name of the provider who is attached to an appointment. The short name is the ID that appears throughout Dentrix Ascend to identify him or her.

• Operatory - The description of an operatory.

• Op - The short name (or ID) of an operatory.

Patient

• Patient - The name of a patient. Uses a "Last name, First name" format.

• Last Procedure Date - The date of the procedure that was performed most recently on a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Status - The status of a patient (such as active or inactive).

• Ortho Patient - Whether a patient is flagged as an orthodontic patient ("Y" if yes; "N" if no).

• Email - The email address of a patient's primary contact person.

• Phone - The first phone number listed for the primary contact person for a patient.

• Address - The address of the primary contact person for a patient.

• Time Zone -The time zone where the primary contact person for a patient lives.

• First Visit - The date of a patient's first visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Last Visit - The date of a patient's most recent visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• First Name - The first name of a patient.

• Last Name - The last name of a patient.

• Middle Name - The middle name of a patient.

• Preferred Name - The preferred name or nickname of a patient.

• Gender - The gender of a patient.

• Date Of Birth - The date of birth of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Address Line 1 - The street address of a patient's primary contact person.

• Address Line 2 - The second line of the street address of a patient's primary contact person.

• City - The city of a patient's primary contact person.

• State - The state of a patient's primary contact person.

• ZIP Code - The ZIP Code/postal code of a patient's primary contact person.

• Patient Count - The number of patients.

• Chart Number - The chart number of a patient.

• Ascend Patient ID - The ID of a patient in Dentrix Ascend.

• External ID - The external ID of a patient.

• Remaining Benefits Primary - The benefits that remain on a patient's primary insurance plan.

• Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary insurance plan.

• Remaining Benefits Secondary - The benefits that remain on a patient's secondary insurance plan.

• Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary insurance plan.

• Renewal Month Primary - The renewal month for a patient's primary insurance plan.

• Renewal Month Secondary - The renewal month for a patient's secondary insurance plan.

• Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).

• Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

Primary Contact

• Primary Contact - The name of a patient's primary contact. Uses a "Last name, First name" format.

• Status - The patient status of a patient's primary contact.

• Email - The email address of a patient's primary contact.

• Phone - The primary phone number of a patient's primary contact.

• Address - The address of a patient's primary contact.

• First Name - The first name of a patient's primary contact.

• Last Name - The last name of a patient's primary contact.

• Middle Name - The middle name of a patient's primary contact.

• Preferred Name - The preferred name or nickname of a patient's primary contact.

• Gender - The gender of a patient's primary contact.

• Date Of Birth - The birth date of a patient's primary contact.

• Address Line 1 - The street address of a patient's primary contact.

• Address Line 2 - The second line of the street address of a patient's primary contact.

• City - The city of a patient's primary contact.

• State - The state of a patient's primary contact.

• ZIP Code - The ZIP Code/postal code of a patient's primary contact.

Organization Recare

• Recare Type - The recare type.

• Recare Description - The description of a recare type.

• Recare Interval - The interval of a recare type.

Patient Primary Ins Plan

• Pat. Prim. Fee Schedule - The fee schedule associated with an insurance plan.

• Pat. Prim. Plan - The name of an insurance plan.

• Pat. Prim. Carrier - The name of an insurance carrier.

Patient Secondary Ins Plan

• Pat. Sec. Plan - The name of an insurance plan.

• Pat. Sec. Carrier - The name of an insurance carrier.

• Pat. Sec. Fee Schedule - The fee schedule associated with an insurance plan.

Lab Case

• Due Date - The due date of a lab case. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Note - The note attached to a lab case.

• Lab Case Status - The status of a lab case.

• Dental Lab Name - The name of a dental lab.

• Dental Lab Phone - The phone number of a dental lab.

Patient

• Patient - The name of a patient. Uses a "Last name, First name" format.

• Last Procedure Date - The date of the procedure that was performed most recently on a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Status - The status of a patient (such as active or inactive).

• Ortho Patient - Whether a patient is flagged as an orthodontic patient ("Y" if yes; "N" if no).

• Email - The email address of a patient's primary contact person.

• Phone - The first phone number listed for the primary contact person for a patient.

• Address - The address of the primary contact person for a patient.

• Time Zone - The time zone where a patient's primary contact person lives.

• First Visit - The date of a patient's first visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Last Visit - The date of a patient's most recent visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• First Name - The first name of a patient.

• Last Name - The last name of a patient.

• Middle Name - The middle name of a patient.

• Preferred Name - The preferred name or nickname of a patient.

• Gender - The gender of a patient.

• Date Of Birth - The date of birth of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Address Line 1 - The street address of a patient's primary contact person.

• Address Line 2 - The second line of the street address of a patient's primary contact person.

• City - The city of a patient's primary contact person.

• State - The state of a patient's primary contact person.

• ZIP Code - The ZIP Code/postal code of a patient's primary contact person.

• Chart Number - The chart number of a patient.

• Ascend Patient ID - The ID of a patient in Dentrix Ascend.

• External ID - The external ID of a patient.

• Remaining Benefits Primary - The benefits that remain on a patient's primary insurance plan.

• Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary insurance plan.

• Remaining Benefits Secondary - The benefits that remain on a patient's secondary insurance plan.

• Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary insurance plan.

• Renewal Month Primary - The renewal month for a patient's primary insurance plan.

• Renewal Month Secondary - The renewal month for a patient's secondary insurance plan.

• Discount Plan - The discount plan assigned to a patient.

• Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).

• Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

• Preferred Location - The preferred location for a patient.

Organization

• Organization - The name of your organization (or the organization log-in ID).

Location

• Location - The name of a location in your organization. Only the locations that you have access to are available.

Primary Guarantor

• Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.

• Email - The email address of a patient's primary guarantor.

• Phone - The primary phone number of a patient's primary guarantor.

• Address - The address of a patient's primary guarantor.

• First Name - The first name of a patient's primary guarantor.

• Last Name - The last name of a patient's primary guarantor.

• Middle Name - The middle name of a patient's primary guarantor.

• Preferred Name - The preferred name or nickname of a patient's primary guarantor.

• Gender - The gender of a patient's primary guarantor.

• Date Of Birth - The birth date of a patient's primary guarantor.

• Address Line 1 - The street address of a patient's primary guarantor.

• Address Line 2 - The second line of the street address of a patient's primary guarantor.

• City - The city of a patient's primary guarantor.

• State - The state of a patient's primary guarantor.

• ZIP Code - The ZIP Code/postal code of a patient's primary guarantor.

Primary Contact

• Primary Contact - The name of a patient's primary contact. Uses a "Last name, First name" format.

• Email - The email address of a patient's primary contact.

• Phone - The primary phone number of a patient's primary contact.

• Address - The address of a patient's primary contact.

• First Name - The first name of a patient's primary contact.

• Last Name - The last name of a patient's primary contact.

• Middle Name - The middle name of a patient's primary contact.

• Preferred Name - The preferred name or nickname of a patient's primary contact.

• Gender - The gender of a patient's primary contact.

• Date Of Birth - The birth date of a patient's primary contact.

• Address Line 1 - The street address of a patient's primary contact.

• Address Line 2 - The second line of the street address of a patient's primary contact.

• City - The city of a patient's primary contact.

• State - The state of a patient's primary contact.

• ZIP Code - The ZIP Code/postal code of a patient's primary contact.

Referred By

• Referred By - The name of a patient or non-patient source that referred a given patient.

• Referral Type - The type of referral (such as marketing or professional).

• Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).

• Address - The address of a referral source.

• Phone - The first phone number listed for a referral source.

• Email - The email address of a referral source.

• Address Line 1 - The street address of a referral source.

• Address Line 2 - The second line of the street address of a referral source.

• City - The city of a referral source.

• State - The state of a referral source.

• ZIP Code - The ZIP Code/postal code of a referral source.

Patient Primary Ins Plan

• Pat. Prim. Fee Schedule - The fee schedule associated with an insurance plan.

• Pat. Prim. Plan - The name of an insurance plan.

• Pat. Prim. Carrier - The name of an insurance carrier.

• Prim. Subscriber ID - The ID of the subscriber of an insurance plan.

Patient Secondary Ins Plan

• Pat. Sec. Fee Schedule - The fee schedule associated with an insurance plan.

• Pat. Sec. Plan - The name of an insurance plan.

• Pat. Sec. Carrier - The name of an insurance carrier.

• Sec. Subscriber ID - The ID of the subscriber of an insurance plan.

Patient Recare

• Recare Type - The type of recare attached to a patient.

• Recare Description - The description of a recare type attached to a patient.

• Recare Interval - The interval of a recare type attached to a patient.

• Recare Due - The due date of a recare type attached to a patient.

• Recare Scheduled - The date of the next scheduled appointment for a recare type attached to a patient.

Patient

• Patient - The name of a patient. Uses a "Last name, First name" format.

• Last Procedure Date - The date of the procedure that was performed most recently on a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Status - The status of a patient (such as active or inactive).

• Ortho Patient - Whether a patient is flagged as an orthodontic patient ("Y" if yes; "N" if no).

• Email - The email address of a patient's primary contact person.

• Phone - The first phone number listed for the primary contact person for a patient.

• Address - The address of the primary contact person for a patient.

• Last Visit - The date of a patient's most recent visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• First Visit - The date of a patient's first visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• First Name - The first name of a patient.

• Last Name - The last name of a patient.

• Middle Name - The middle name of a patient.

• Preferred Name - The preferred name or nickname of a patient.

• Gender - The gender of a patient.

• Date of Birth - The date of birth of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Address Line 1 - The street address of a patient's primary contact person.

• Address Line 2 - The second line of the street address of a patient's primary contact person.

• City - The city of a patient's primary contact person.

• State - The state of a patient's primary contact person.

• ZIP Code - The ZIP Code/postal code of a patient's primary contact person.

• PrimaryContactName - The name of a patient's primary contact. Uses a "Last name, First name" format.

• Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Chart Number - The chart number of a patient.

• Ascend Patient ID - The ID of a patient in Dentrix Ascend.

• External ID - The external ID of a patient.

• Remaining Benefits Primary - The benefits that remain on a patient's primary insurance plan.

• Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary insurance plan.

• Remaining Benefits Secondary - The benefits that remain on a patient's secondary insurance plan.

• Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary insurance plan.

• Renewal Month Primary - The renewal month for a patient's primary insurance plan.

• Renewal Month Secondary - The renewal month for a patient's secondary insurance plan.

• Preferred Location - The preferred location for a patient.

Appointment

• Appointment Status - The status of an appointment.

• Date Scheduled - The date of an appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Start Time - The starting time of an appointment.

• Count - The number of scheduled appointments.

• Reason - The "Other" reason(s) specified for an appointment.

Location

• Location - The name of a location in your organization. Only the locations that you have access to are available.

Organization

• CustomerID - Your organization's customer ID (which can be used to log in).

• Organization - The name of your organization (or the organization log-in ID).

Primary Contact

• Primary Contact - The name of a patient's primary contact. Uses a "Last name, First name" format.

• Last Procedure Date - The date of the last procedure posted for a patient's primary contact.

• Status - The patient status of a patient's primary contact.

• Email - The email address of a patient's primary contact.

• Phone - The primary phone number of a patient's primary contact.

• Address - The address of a patient's primary contact.

• Time Zone - The time zone where a patient's primary contact person lives.

• First Name - The first name of a patient's primary contact.

• Last Name - The last name of a patient's primary contact.

• Middle Name - The middle name of a patient's primary contact.

• Preferred Name - The preferred name or nickname of a patient's primary contact.

• Gender - The gender of a patient's primary contact.

• Date Of Birth - The birth date of a patient's primary contact.

• Address Line 1 - The street address of a patient's primary contact.

• Address Line 2 - The second line of the street address of a patient's primary contact.

• City - The city of a patient's primary contact.

• State - The state of a patient's primary contact.

• ZIP Code - The ZIP Code/postal code of a patient's primary contact.

• PrimaryContactName - The name of a patient's primary contact. Uses a "Last name, First name" format.

Patient Primary Ins Plan

• Pat. Prim. Fee Schedule - The fee schedule associated with an insurance plan.

• Pat. Prim. Plan - The name of an insurance plan.

• Pat. Prim. Carrier - The name of an insurance carrier.

Patient Secondary Ins Plan

• Pat. Sec. Plan - The name of an insurance plan.

• Pat. Sec. Carrier - The name of an insurance carrier.

• Pat. Sec. Fee Schedule - The fee schedule associated with an insurance plan.