Dentrix Ideas

inactive/archived patient report that allows date ranges

When tracking attrition, it helps if you can set date parameters for inactive patient reports or at least be able to export the data so that it can be sorted. The ability to export the current inactive report would work fine too.
  • Guest
  • Jul 9 2019
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  • Feb 1, 2024

    Admin response

    Thank you for voting and commenting on this idea! We are actively researching this improvement and gathering additional feedback.

    At this time, we are planning to enhance two existing reports to include archived/inactivated date range parameter:

    1. Office Manager > Lists > Inactive Patient List

    2. Office Manager > Lists > Archived Patient List

    If there are other reports you would like us to consider, please email us at dentrixproductteam@henryscheinone.com.

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  • Guest commented
    5 Feb 01:23pm

    This is a great idea, I have asked for this in the past to no avail!

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  • Meryl commented
    2 Feb 06:47pm

    Please let us know when those reports will be available I suggested those 15 years ago repeatedly with no results and was always super frustrated with that. What's the point of knowing the number of new patients per month when you do not know how many left the office hopefully the report will be by name and not by numbers ! I am glad that you finally listened

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  • Guest commented
    8 Oct, 2019 04:18pm

    And to add a reason why, they inactivated..... insurance change, moved, doctor was a jerk..... etc.

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  • Guest commented
    4 Oct, 2019 09:29pm

    Would also love to have a option to have a "reason inactivated" button or something similar to how we track referrals?  Inactivated due to insurance; moved; billing issue; ect.

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  • Guest commented
    9 Jul, 2019 04:26am
    great
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  • Guest commented
    9 Jul, 2019 04:26am
    It would be nice to be able to run a report of archived patients by the date they were archived.
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  • Guest commented
    9 Jul, 2019 04:26am
    actually in Office manager we run the inactive patient list for each month. It is under Reports and lists
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  • Guest commented
    9 Jul, 2019 04:26am
    Our office is looking for this option as well.
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  • Meryl commented
    9 Jul, 2019 04:26am
    Basically I want to run a monthly report or within a period of time to see how many inactivations with a real name list not just numbers Just like new patients for the month PS I would like to see inactivation by who by the way of three features in the passcode requirements to this matter to allow that person to inactivate only archive can be equipped with passcode not the other two
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  • Guest commented
    9 Jul, 2019 04:26am
    my suggestion is to use a spreadsheet to compare the 2 lists.
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  • Guest commented
    9 Jul, 2019 04:26am
    In Office Manager/Reports/Inactive Patient List - I would like to be able to search for patients that we have marked inactive in a specific time frame only. Example: 1/1/2015 - 6/1/2015. This would help us better monitor how many patients are being marked inactive year to year / Month to Month.
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  • Guest commented
    9 Jul, 2019 04:26am
    A report that can be ran to pull archived or inactive patients that can be narrowed by date
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  • Guest commented
    9 Jul, 2019 04:26am
    Yes, right now the option is "with a last visit before" but that gives us every inactive patient in the system from the opening of our practice. A date range would be great!
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  • Guest commented
    9 Jul, 2019 04:26am
    Allow inactive patient report to give you a specific date range to see how many patients are inactivated during a specific time period
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  • Guest commented
    9 Jul, 2019 04:26am
    Dentrix needs to identify the date someone was archived so a list of a date range report can be created.
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  • Guest commented
    9 Jul, 2019 04:26am
    Make a list by date range for archived patients.
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  • Guest commented
    9 Jul, 2019 04:26am
    We would like to be able to track how many patients were inactivated each month. The current settings only allow to see ALL inactive patients before a certain date which results in hundreds of entries. Tracking inactivated month-by-month would be great for tracking our performance as well as patients gained vs. patients lost
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  • Guest commented
    9 Jul, 2019 04:26am
    Same - would love the inactive patients report to be able to tell us how many have left in last month/year, etc. At this point, when a patient leaves, we use the code RECTRANS under "other" on their ledger. Then we pull it by the code and it shows us the number of people (as long as this code has been entered into ledger) ...
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  • Guest commented
    9 Jul, 2019 04:26am
    Be able to inactivate patients within a certain date range.
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  • Guest commented
    9 Jul, 2019 04:26am
    It would be useful to be able to generate a report for a date range that shows all patients that were archived (option for last visit date too) in that date range and the reason for archiving. Also, we need a place to put the reason for archiving (not journal since you can't see the journal of an archived patient).
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