Ask the Dentrix Expert: How do I find the number of total active patients?

By Dayna Johnson, DrBicuspid.com contributing writer

September 10, 2020 -- Editor's note: This is another installment in a yearlong series that is designed to help dentists and team members understand their practice management software better.

Today, we are providing you with another tip from Dayna Johnson, a certified Dentrix trainer and founder of Novonee. If you have a Dentrix question you would like Dayna to answer for an upcoming column, you can email her at dayna@novonee.com.

Look for an article focused on Eaglesoft later this month. An article focused on Curve Dental ran earlier this month.

Q: I am trying to find my total active patients. In Dentrix, where is the most accurate number of active patients?

Dayna Johnson
Dayna Johnson.

A: There are different reports in Dentrix that will show you the total number of patients in your practice. You could run a Patient List or a Practice Statistics report. However, these reports are only looking at the patient status on the Family File.

The most accurate and up-to-date report is the Practice Advisor. This report is the best, in my opinion, because you can search by last-visit date. The Practice Advisor Report allows you to search by status and last-visit date, so you will not count anyone who still has a patient status but hasn't been in the office for five years. This is a much more accurate number.

You can learn more about the Practice Advisor report on Novonee.com.

Dayna Johnson is the founder of Novonee, a Dentrix online community. She can be reached via email at dayna@novonee.com.

The comments and observations expressed herein do not necessarily reflect the opinions of DrBicuspid.com, nor should they be construed as an endorsement or admonishment of any particular idea, vendor, or organization.


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