The Initial Health History Report displays the percentage of new oral health patients who have a First Visit Date in Family File that is within a specified time frame and who had an initial health history (determined by specified ADA and/or condition codes) entered into their electronic records during the same time frame.
For example, you may want to track new patients who received a comprehensive oral exam (ADA code D0150) as the denominator code and who have a history of smoking or tobacco use (condition code 15995) as the numerator code.
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Why: |
To view statistics regarding the oral health history of new patients |
When: |
Yearly |
To generate the report
In DXOne Reporting, select Lists, and then double-click Initial Health History.
The Initial Health History dialog box appears.
Set up the following options:
Date Range - To filter the report by date, do one of the following:
To include patients with completed procedures that have dates (based on the Date Type) within a range that you specify, select the Specific Range option. With this option selected, do one of the following:
Enter a date range (in a m/d/yyyy format) in the From and To boxes.
To select a date, do the following for From and To:
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.
To include patients with completed procedures that have dates (based on the Date Type) within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:
Current Day Current MTD Current Fiscal YTD Current Calendar YTD |
Previous Day Previous Week Previous Month Previous 3 Months Previous 6 Months Previous Fiscal Year Previous Calendar Year |
Next Day Next Week Next Month Next 3 Months Next 6 Months Next Fiscal Year Next Calendar Year |
Note: Using a relative date range is recommended if you want to save the current report settings as the default settings so you do not have to manually enter a date range each time you run the report.
Date Type - Select one of the following options:
Entry Date - To include a procedure based on the date that it was created (entered into the database).
Procedure Date - To include a procedures based on the date that was specified for it.
Note: Most of the time, a procedure will have the same entry and procedure date. They will differ only if you backdate the procedure.
Clinic - To filter the report by the clinics that are associated with procedures, 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 providers that are associated with procedures, 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.
Numerator - To include specific ADA codes and conditions in the Numerator, do the following:
Click the search button , or clear the All
checkbox (if it is not already).
Note: Selecting the All checkbox would cause the report to use all codes and would defeat the purpose of the report, which is to track specific codes.
The Select ADA Codes dialog box appears.
Do one of the following:
To get a list of all procedure codes, do not enter any search criteria.
To search for procedure codes by category, abbreviated description, ADA code, and/or description, enter the first character or more of a procedure code category, abbreviated description, ADA code, and/or ADA description in the Category, User Code, ADA Code, and/or Description boxes, respectively.
Click Show Results to view a list of matching procedure codes.
Note: To clear the search criteria that you entered so you can search again, click Search, and then click Clear Search. Then, repeat steps b-c.
In the upper list, select one or more procedure codes.
Note: To select multiple procedure codes, click a procedure code, and then, while pressing the Ctrl key, click the other desired procedure codes. To select a range of adjacent procedure codes, click the first procedure code of the desired range of procedure codes, and then, while pressing the Shift key, click the last procedure code of the desired range of procedure codes.
Click Add.
Repeat steps b-e as needed to add other procedure codes.
Note: To not include a procedure code that you added, select that procedure code in the lower list, and then click Remove.
Click OK.
Denominator - To include specific ADA codes and conditions in the Denominator, do the following:
Click the search button , or clear the All
checkbox (if it is not already).
Note: Selecting the All checkbox would cause the report to use all codes and would defeat the purpose of the report, which is to track specific codes.
The Select ADA Codes dialog box appears.
Do one of the following:
To get a list of all procedure codes, do not enter any search criteria.
To search for procedure codes by category, abbreviated description, ADA code, and/or description, enter the first character or more of a procedure code category, abbreviated description, ADA code, and/or ADA description in the Category, User Code, ADA Code, and/or Description boxes, respectively.
Click Show Results to view a list of matching procedure codes.
Note: To clear the search criteria that you entered so you can search again, click Search, and then click Clear Search. Then, repeat steps b-c.
In the upper list, select one or more procedure codes.
Note: To select multiple procedure codes, click a procedure code, and then, while pressing the Ctrl key, click the other desired procedure codes. To select a range of adjacent procedure codes, click the first procedure code of the desired range of procedure codes, and then, while pressing the Shift key, click the last procedure code of the desired range of procedure codes.
Click Add.
Repeat steps b-e as needed to add other procedure codes.
Note: To not include a procedure code that you added, select that procedure code in the lower list, and then click Remove.
Click OK.
Age Range - To filter the report by patient ages, do one of the following:
To include patients of any age, type <ALL> in both the From and To box.
To include patients whose ages are within a specific range of ages, enter the youngest age in the From box and the oldest age in the To box.
To include patients who are a specific age, enter the same age in both the From and To box.
To include patients whose ages are within an open-ended range of ages, enter an age in either the From or To box, and then type <ALL> in the other box.
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 not include a patient tag that you added, select that patient tag in the lower list, and then click Remove.
Click OK.
Group By - Select one of the following options:
No Group By - For no grouping. Only the grand totals appear on the report. The totals are not broken down by clinic or provider.
Clinic - To group the report by rendering clinic. The totals are broken down by clinic, and the report displays grand totals.
Do one of the following:
To not group the report by rendering provider within each clinic grouping, clear the Provider checkbox. Procedures may be included with the corresponding rendering clinic.
To group the report by rendering provider within each clinic grouping, select the Provider checkbox. For each provider, the report displays totals that are related to the outer clinic grouping. Procedures may be included with the corresponding rendering provider.
Note: Grouping the report by clinic and then provider is the original, default grouping for the report.
Provider - To group the report by rendering provider. The totals are broken down by provider, and the report displays grand totals.
Do one of the following:
To not group the report by rendering clinic within each provider grouping, clear the Clinic checkbox. Procedures may be included with the corresponding rendering provider.
To group the report by rendering clinic within each provider grouping, select the Clinic checkbox. For each clinic, the report displays totals that are related to the outer provider grouping. Procedures may be included with the corresponding rendering clinic.
Note: A patient is counted only once with any grouping that you use for the report.
Other Options - Select or clear any of the following checkboxes as needed:
Include Detail - With this check box selected, the report displays patient names, chart numbers, and procedure codes. With this checkbox clear, the report does not display those details.
Include Completed Procedures Only - With this checkbox selected, the numerators and denominators on the report include only completed procedures. With this checkbox clear, the numerators and denominators on the report include completed and treatment-planned procedures and conditions.
Only include patients in numerator that exist in denominator - With this checkbox selected, a patient is included on the report only if he or she has a procedure (or condition) posted that is among those specified for the denominator. With this check box clear, a patient is included on the report if he or she has a procedure (or condition) posted that is among those specified for the numerator, denominator, or both.
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
The report contains the following information:
Numerator - The specified ADA codes and/or conditions.
Denominator - The specified ADA codes and/or conditions.
Clinic Totals - The Numerator, Denominator, and Percent totals for the providers at a given clinic on the report.
Provider Totals - The Numerator, Denominator, and Percent totals for a given provider who is attached to the Numerator and/or Denominator codes.
Details - If you select Include Details when setting options for this report, patient names, chart numbers, and procedures codes (numerators and denominators) appear on the report.
Totals - The Numerator, Denominator, and Percent grand totals for all clinics on the report.
