Patient tags overview

While Dentrix Enterprise does provide many options for generating reports so that they include patients that meet specific criteria, sometimes you want to filter a report further to include patients that meet custom, patient-specific criteria (especially for certain financial reports, where filtering by account billing type is not quite what you want). For this, Dentrix Enterprise provides patient tags, which are fully customizable to suit your preferences and can be assigned to and removed from patients individually as needed.

Notes:

You can define patient tags from Office Manager.

You can filter most reports by patient tag.

To learn more about working with patient tags in Family File, click any of the following links:

Assigning patient tags to patients

Removing patient tags from patients