The Employers and Employed Patients Report lists employers that have been entered in Dentrix Enterprise. Depending on how you run the report, the employees associated with each employer may also appear on this report.
|
Why: |
To identify individuals whose insurance information needs to be updated when an employer changes insurance carriers |
When: |
As needed |
To generate the report
In DXOne Reporting, select Reference, and then double-click Employers and Employed Patients.
The Employers and Employed Patients dialog box appears.
Set up the following options:
Clinic - To filter the report by the preferred clinics of patients who have an employer attached to their records, 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 not include 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 who have an employer attached to their records, 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 not include a provider that you added, select that provider in the lower list, and then click Remove.
Click OK.
Employers - To filter the report by employer, do one of the following:
To include all employers, select the All checkbox for both From and To.
To include a specific range of employers, select the starting employer (alphabetically by name) of the range for From and the ending employer of the range for To.
To include a specific employer, select the same employer for both From and To.
To include an open-ended range of employers, select an employer for either From or To, and then select the All check box for the other option.
To select a specific employer for From or To, do the following:
Click the corresponding search button
.
The Select Employers dialog box appears.
Do one of the following:
To get a list of all employers, do not enter any search criteria.
To search for employers by name, enter the first character or more of an employer name in the Name box.
Note: To clear any text that you have entered, click Clear Search.
Click Show Results to view a list of employers.
Note: To clear the list so you can search again, click Search.
In the list, select an employer.
Click OK.
Other Options - To include a list of patients who are employed by each employer on the report, select the Include Employees checkbox.
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
Employer Details - The name, mailing address, and phone number of the employer. This information is found in the Employer Information dialog box.
Number Employed - If you select Include Employees when setting options for this report, the number of patients who are employed by the employer appears on the report.
Employee Details - If you select Include Employees when setting options for this report, the name, birth date, chart number, family status, and Social Security Number of each patient who is employed by the employer appears on the report.
