Today, we are providing you with another tip from Dayna Johnson, a certified Dentrix trainer and founder of Novonee.com. If you have a Dentrix question you would like Dayna to answer for an upcoming column, you can email her at firstname.lastname@example.org.
Look for an article focused on Eaglesoft later this month. An article focused on Curve Dental ran earlier this month.
Q: Is there a way I can reach out to patients who have remaining insurance benefits to use before the end of the year?
A: Yes, there are a couple of ways to generate a list in Dentrix to accomplish this goal.
If you want to generate a list of patients who have a treatment plan and unused insurance benefits, I would recommend using the "Treatment Manager Report." You can filter this report to get a very narrow or very broad list of patients.
The other way you can generate a list of patients who have unused benefits is to use the Letters & Custom Lists feature. You can use "Patient Report by Filters" and customize a list of patients to call or email.
Both of these lists can be exported into an Excel file or comma-separated values (CSV) file to use in other platforms.
Dayna Johnson is the founder of Novonee, a Dentrix online community. She can be reached via email at email@example.com.
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