The Practice Organization List displays the providers (primary and secondary) and staff members that have been set up in Dentrix Enterprise and the information that has been entered for each.
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Why: |
To ensure provider information has been entered properly, and to keep a printed record of provider identification numbers on hand |
When: |
After Dentrix Enterprise setup, and as needed |
To generate the report
In DXOne Reporting, select Reference, and then double-click Practice Organization List.
The Practice Organization List dialog box appears.
Set up the following options:
Clinic - To filter the report by clinic, 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/Staff - To filter the report by providers and staff, do one of the following:
To include all providers and staff members that you are allowed to generate the report for, select the All checkbox.
To include specific providers and staff members, 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 or staff member 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 or staff member'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 and staff members.
Note: To select multiple providers and staff members, click a provider or staff member, and then, while pressing the Ctrl key, click the other providers and staff members. To select a range of adjacent providers and staff members, click the first provider or staff member of the desired range of providers and staff members, and then, while pressing the Shift key, click the last provider or staff member of the desired range of providers and staff members.
Click Add.
Repeat steps b-d as needed to add other providers and staff members.
Note: To not include a provider or staff member that you added, select that provider or staff member in the lower list, and then click Remove.
Click OK.
Other Options - Optionally, select one of the following checkboxes:
New Page For Each Clinic - To start a new page for each clinic's providers and staff.
Group By Provider - To list the providers and then the staff members alphabetically by ID.
Note: To not use either option, make sure a checkbox is not selected. The report is grouped by clinic and lists the providers and then the staff members alphabetically by ID for each clinic.
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
For a provider, the following report information is found in the Provider Information dialog box.
Provider Details - The provider's name, title, ID, address, phone number, specialty, and provider class (primary or secondary).
Provider Numbers and Fee Schedule - The provider's TIN, Social Security Number, state ID, Medicaid number, DEA number, NPI, BC/BS IDs, provider number, and office number. This section also includes the provider’s default fee and RVU schedules.
For a staff member, the following report information is found in the Staff Information dialog box.
Staff Details - The staff member's name, title, ID, address, phone number, and Social Security Number.
