On the Office Manager menu bar, click Letters & Custom Lists and then click Inactive Patient to display the Inactive Patient Letters & Custom Lists dialog box. Under Select Letter or Custom List, make sure Inactive — All is selected.

The active patient count is defined as the number of different individuals seen in the practice during a prior specified time period. Others will use any patient seen, including those who have only come in on an emergency basis, but have not actually returned for ongoing care.

Classifying active patients A current patient is any patient for which there is a transaction in the practice (any transaction) in the last 0 – 13 months. A lapsing patient is any patient for which the last transaction was 14 – 18 months ago. Active patients equal the sum of your current and lapsing.

Patient Reactivation Campaigns: Steps and Benefits

1. Identify Reactivation Patients.
2. Know the Reasons Why They Stopped Visiting You.
3. Identify Your Goals From Reactivation Strategy.
4. Use Direct Mail.
5. Make Your Former Patients’ Return Easy.
6. Consider a Mix of Communication Channels.
7. Empower Your Team.
8. Measure Your Success.

Any patient who has not been to the practice within 18 months is considered an inactive patient. This designation has true meaning. When a practice goes through a valuation process for a potential sale, inactive patients do not count as part of the practice or contribute to its value.

Here is your Smart Chiropractor Reactivation 5-Step Protocol:

1. Phone Call #1.
2. Email #1 (same day as Phone call #1)
3. Phone Call #2 (same scripts as Phone Call #1, done two days later)
4. Email #2 (the same day at Phone Call #2)
5. Optional Text Message.

1. In the Office Manager, from the Analysis menu, click Patient List.
2. Click Add.
3. Give your list a name in the List name field.
4. Add any filters you deem are necessary to define your active patient list.
5. Click the blue arrow button.

You can access the Office Journal from the Continuing Care module, so you can keep track of the phone calls you make to each patient. You can print the list of patients who are overdue for continuing care by selecting File | Print.

On the Power Reporting page, click (or tap) the Active Patient Count – HSPA icon. The report appears. The data from your database syncs with the reporting system automatically and displays the time of the last sync on the Data as of button.

If you have Dentrix Enterprise and use a web-based email service like Gmail, Yahoo Mail, or Outlook.com for your practice email account, you can export a list of patient email addresses to Microsoft Excel and import that file in your mail system. Export a patient list from Dentrix Enterprise to Microsoft Excel.

Right-click any patient on the list to open a menu of options you can choose from to get additional information about the patient, such as the More Information window or access to their Guarantor Note, or to open that patient in a different Dentrix module. If you need to print the list, click Preview/Print.

Generating the Patient Report (by Filters)

1. Select Office Manager | Letters | Misc.
2. Highlight Patient Report (by filters) and click Edit to open the Patient Report View.
3. Select the filters you want to use to narrow the report data.
4. Click the Data Fields tab and check the data you want to include on the report.

Dentrix does not require a special process for closing the year. All you have to do to close the year is to close the last month of the fiscal year using the Month End Wizard. After you have closed the last month of the fiscal year, Dentrix calculates the yearly totals.

To close out the month in Dentrix:

1. Perform a database backup. This is optional but recommended.
2. In the Ledger, select Month End > Month End Update.
3. Select additional options (if desired).
4. Click OK to close the month.

Log in to the Dentrix Resource Center and view the webinar recordings titled Collections Management, and Treatment Manager and Collection Manager.

Generate this report from the Office Manager > Reports > Management > Practice Analysis Reports. Then in the Practice Analysis Reports dialog box, in the Select Summary Reports section, check Production Summary. For more information see the Running Practice Analysis Reports topic in the Dentrix Help.

Viewing the day sheet

1. On the Home menu, under Reports, click (or tap) Day Sheet. The Day Sheet page opens.
2. On the Day Sheet page, set up the following options:
3. Click (or tap) Search.
4. On the message that appears, click (or tap) Continue.
5. To print the report, click (or tap) Print.

Running a Production Report in Dentrix

1. In Select Date change the time period to match a time period in the dashboard, such as a week or a month.
2. Run the report for ALL Providers.
3. The Select Totals and Select Reports Types can be blank.
4. Click “Procedure Date” this is important.
5. Click OK.

Click the From search button to select the starting procedure code and the To search button to select the ending procedure code. Or, leave selected in both fields to include all procedure codes.