Dentrix Ideas

Allow any report to be exported to Excel for data management and manipulation

  • Guest
  • Jul 9 2019
  • Likely to Implement
  • Jul 9, 2019

    Admin response

    This is a great idea, thank you for sharing it!
  • Attach files
  • Tiffanie Flynn commented
    16 Sep, 2021 05:50pm

    This feature is an absolute must! The data is already stored in Dentrix somewhere, so I know it wouldn't be that difficult to implement a way to pull the information in a CSV format to export to excel! All the other major softwares do this as far as I know, especially Open Dental!

  • Guest commented
    1 Feb, 2021 12:15am

    Is this a joke? Why is this option not available?

  • April Novak commented
    24 Nov, 2020 04:12pm

    WHY are we still waiting on this improvement...it seems as if we dump a lot of data into dentrix, but dentrix does not want to easily give it up!!!

  • Guest commented
    27 Oct, 2020 08:38pm

    Any good software system gives you the option to save in other formats for easy editing. This is an easy addition and should have been done long ago, and an update would be nice.

  • Kim Dimm commented
    23 May, 2020 05:16pm

    Any update on when this will be a "thing"..... getting reports to our accountant is such a hassle when I can't get the information converted to a standard Excell spreadsheet!

  • Guest commented
    5 May, 2020 01:12pm

    Or at least, allow the files to be exported to CSV format.

  • Guest commented
    17 Apr, 2020 05:34pm

    My take on the electronic ins claim submission. We have many folks with tiny primary ins payments and most of the $ from ins coming from the 2nd ins. In order to do a e claim for the sec, we would have to store the prime in the doc center and then can not be deleated from the doc center at a future date. Even if we could remove them from the doc center, we do not want to take the time to do that or be required to do it at a latter date. This is not what we want to do. we do store all claims in a folder on our server, but have the right and thought of either storing them in off line drives forever or trashing them with one click of deleating a yearly folder. we do not want to keep them on our active database to pay for storage on useless info for years later with no easy way of trashing them. Since the requirement is to put these primary claims in the doc center, we do paper claims for the 2nd ins. There should be a way to use a file to add as an attachment to an eclaim with out it being in the doc center. the file name and location should be enough for dentrix to grab the content and send it with the claim.

    We are currently investigating an alternative to the Dentrix eclaims due to our overwelming number of paper claims we are required to make due to this requirement by Dentrix.

    This requirement is costing us a lot.
    linda

  • Luis Bryce commented
    15 Apr, 2020 05:51pm

    Dentrix should have implemented this a long time ago on its own accord. This is just a basic function in today's world. It would greatly enhance the value of the software and make it more marketable.

  • Guest commented
    8 Apr, 2020 05:04pm

    could not make the vote count update, but I vote 10000 yes votes

  • Guest commented
    8 Apr, 2020 05:03pm

    I have long wanted data from dentrix to be able to be exported. I have done work arounds and data entry far too long. Some commentors say they have figured out ways to get data out. I would like to see a place where these work arounds are documented, so I could use them. As a former computer programmer, I find the inability to get data out very frustrating.

  • Guest commented
    8 Apr, 2020 01:32pm

    YES!!

  • Guest commented
    7 Apr, 2020 02:34pm

    This is a GREAT idea and very long overdue.

  • Guest commented
    9 Jul, 2019 04:21am
    And vice versa.
  • Guest commented
    9 Jul, 2019 04:21am
    We can do this through the letters section but I would like to be able to do this to any report as well. For example an Aging report. I would like to be able to organize and manipulate data to suit my needs.
  • Guest commented
    9 Jul, 2019 04:21am
    This is a great idea and would be extremely useful in further analyzing all data from Dentrix. I believe all reports should be exportable into Excel, and the reverse as well. I would definitely use that feature a lot.
  • Guest commented
    9 Jul, 2019 04:21am
    There is a way to do this through the letters section. Create a mail merge with data only and select which data you would like. Then view the list in notepad and then copy/paste into Excel. But don't expect to get production unless you have Dentrix Enterprise.
  • Guest commented
    9 Jul, 2019 04:21am
    Would like to be able to print analysis reports in an excel format or convert. This would be very helpful to provide accountants with these reports.
  • Guest commented
    9 Jul, 2019 04:21am
    Love this!!
  • Guest commented
    9 Jul, 2019 04:21am
    This feature would be extremely valuable! It's frustrating to not be able to put the reports in a fashion that can be organized how I want it organized.
  • Guest commented
    9 Jul, 2019 04:21am
    I would also like to export data to Excel. I would like to be able to track collections from patients or patients accounts and not just track production for patients. I would like to track production and collections by referral source.
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