Patient List

The Patient List allows you to view patients entered into Dentrix Enterprise. To sort patients alphabetically, run the Patient List (Standard List) report. To sort patients by chart number, run the Patient List (Chart Number Report).

To generate the report

In DXOne Reporting, select Lists, and then double-click Patient/Inactive Patient List.

The Patient/Inactive Patient List dialog box appears.

Set up the following options:

Patient - To filter the report by patient, do one of the following:

To include all patients in the clinics that you are allowed to generate the report for, select the All checkbox for both From and To.

To include a specific range of patients, select the starting patient (alphabetically by last name) of the range for From and the ending patient of the range for To.

To include a specific patient, select the same patient for both From and To.

To include an open-ended range of patients, select a patient for either From or To, and then select the All checkbox for the other option.

To select a specific patient for From or To, do the following:

Click the corresponding search button .

The Selection Patients dialog box appears.

Note: Only the patients in the clinics that you are allowed to generate the report for are available.

Do one of the following:

To get a list of all patients, do not enter any search criteria.

To search for patients by last name, birth date, status, chart number, Social Security Number, ID, and/or home phone number, enter the first character or more of a patient's last name, birth date, status, chart number, Social Security Number, ID, and/or home phone number in the Name, Birthday, Status, Chart#, SS#, OtherId, and Home Phone # boxes, respectively.

Note: To clear any text that you have entered, click Clear Search.

Click Show Results to view a list of patients.

Note: To clear the list so you can search again, click Search.

In the list, select a patient.

Click OK.

Clinic - To filter the report by the preferred clinics for patients, do one of the following:

To include all clinics that you are allowed to generate the report for, select the All checkbox.

To include specific clinics, do the following:

Click the search button .

The Select Clinics dialog box appears.

Note: Only the clinics that you are allowed to generate the report for are available.

If the list is long, to search for a clinic by ID and/or title, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a clinic's ID and/or title in the ID and Practice Title boxes, respectively.

Click Show Results to view a list of matching clinics.

Note: To return to viewing the list of all the clinics, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.

In the upper list, select one or more clinics.

Note: To select multiple clinics, click a clinic, and then, while pressing the Ctrl key, click the other desired clinics. To select a range of adjacent clinics, click the first clinic of the desired range of clinics, and then, while pressing the Shift key, click the last clinic of the desired range of clinics.

Click Add.

Repeat steps b-d as needed to add other clinics.

Note: To remove a clinic that you added, select that clinic in the lower list, and then click Remove.

Click OK.

Provider - To filter the report by the preferred providers (Prov1) of patients, do one of the following:

To include all providers that you are allowed to generate the report for, select the All checkbox.

To include specific providers, do the following:

Click the search button .

The Select Providers/Staff dialog box appears.

Note: Only the providers and staff that you are allowed to generate the report for are available.

If the list is long, to search for a provider by ID, first name, last name, and/or title, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a provider's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.

Click Show Results to view a list of matching providers and staff members.

Note: To return to viewing the list of all the providers and staff members, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.

In the upper list, select one or more providers.

Note: To select multiple providers, click a provider, and then, while pressing the Ctrl key, click the other desired providers. To select a range of adjacent providers, click the first provider of the desired range of providers, and then, while pressing the Shift key, click the last provider of the desired range of providers.

Click Add.

Repeat steps b-d as needed to add other providers.

Note: To remove a provider that you added, select that provider in the lower list, and then click Remove.

Click OK.

Billing Type - To filter the report by the billing types that are associated with patients, do one of the following:

To include all billing types, select the All checkbox.

To include specific billing types, do the following:

Click the search button .

The Select Billing Type dialog box appears.

If the list is long, to search for a billing type by ID and/or description, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a billing type's ID and/or description in the ID and Description boxes, respectively.

Click Show Results to view a list of matching billing types.

Note: To return to viewing the list of all the billing types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.

In the upper list, select one or more billing types.

Note: To select multiple billing types, click a billing type, and then, while pressing the Ctrl key, click the other desired billing types. To select a range of adjacent billing types, click the first billing type of the desired range of billing types, and then, while pressing the Shift key, click the last billing type of the desired range of billing types.

Click Add.

Repeat steps b-d as needed to add other billing types.

Note: To remove a billing type that you added, select that billing type in the lower list, and then click Remove.

Click OK.

Patient Tag - Do one of the following:

To not filter the report by a patient tag, clear the Run By Patient Tag checkbox.

To filter the report by the tags that are assigned to patients, select the Run By Patient Tag checkbox. With this checkbox selected, the options to filter the report by tag are available. Do one of the following:

To include patients with any patient tag, select the All checkbox.

To include patients with specific tags, do the following:

Click the search button .

The Patient Tag Selection dialog box appears.

If the list is long, to search for a patient tag, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a patient tag name in the Tag Name box.

Click Show Results to view a list of matching patient tags.

Note: To return to viewing the list of all the patient tags, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.

In the upper list, select one or more patient tags.

Note: To select multiple patient tags, click a patient tag, and then, while pressing the Ctrl key, click the other desired patient tags. To select a range of adjacent patient tags, click the first patient tag of the desired range of patient tags, and then, while pressing the Shift key, click the last patient tag of the desired range of patient tags.

Click Add.

Repeat steps b-d as needed to add other patient tags.

Note: To remove a patient tag that you added, select that patient tag in the lower list, and then click Remove.

Click OK.

Patient Status - To include patients according to status, select at least one of the following checkboxes: Active Patients, Inactive Patients, Non-Patients, and/or Archived Patients. Clear the checkboxes that correspond to the statuses that you want to exclude. The report will include any patient with a status that matches one the selected statuses for the report.

Filter Patients - Select or clear any of the following checkboxes:

With No Continuing Care and No Future Appointments - With this checkbox selected, the report includes patients without continuing care attached to their records and who do not have any future appointments. With this checkbox clear, the report includes patients with or without continuing care or future appointments.

With Last Visit Before:

With this checkbox selected, the report includes patients whose most recent visits occurred before a specific date. To specify the cut-off date, do one of the following:

Enter a date (in a m/d/yyyy format) in the box.

To select a date, do the following:

Click the corresponding calendar icon to view a month calendar.

Navigate to the correct month using the left and right arrows.

Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.

Click the correct day.

With this checkbox clear, the report includes patients regardless of when their most recent visits were.

Report Type - Select one of the following options:

Standard List - To generate the standard report, which includes the name, birth date, Social Security Number, chart number, and other details (such as addresses, phone numbers, and insurance information) of each patient.

Chart Number Report - To generate a report that includes the name, birth date, Social Security Number, and chart number of each patient.

Mailing Labels - To generate mailing labels with each patient’s name and address. With this option selected, you must specify a label type.

Guarantor Only Labels - To generate mailing labels with each guarantor’s name and address. With this option selected, you must specify a label type.

Chart Labels - To generate chart labels with each patient’s name and chart number. With this option selected, you must specify a label type.

Label Type - If one of the label options under Report Type is selected, under Label Type, select the option that corresponds to the type of labels that you will use: Avery 5351 (3x11) or Avery 5160 (3x10).

Click Save as Default to save the current settings for the next time you run the report.

Click Clear Defaults to revert the dialog box options to the original defaults.

Click Schedule to schedule a report job.

Click OK to preview the report.

Important information this report provides

Patient Details - The Patient List (Chart Number Report) displays the name, birth date, Social Security Number, and chart number of each patient. The Patient List (Standard List) includes all of the information covered by the Patient List (Chart Number Report) and general patient information (such as addresses, phone numbers, and insurance information).