Dentrix Ideas

total number of patients attached to an insurance plan

This would be super helpful to quickly know how many patients we have attached to a certain insurance company. Right now, the best we can get is a 200 page report that lists all the groups and patients individually. This is, of course, sometimes helpful. However, when we want to quickly know the total # of patients attached to Delta Dental, for example, that would be great without having to count through 200 pages.

  • Guest
  • Jun 1 2022
  • Needs review
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  • Ryan commented
    September 02, 2022 18:55

    To add to this idea-I want to know the total number of patients attached to each plan and a percentage that this represents of the total number of patients. Then I want two more columns (total and percentage again) where I either pick a range (probably a year range) or enter a date, and only patients that have a last visit date after that date I picked are counted (eliminating the inactive patients that might still have a Patient status in their Family File). This new report should go into the Dentrix Report module.