November 06, 2019
When the end of the year approaches, it’s important to schedule your patients with outstanding treatment in order to maximize their annual insurance benefits. This helps your practice because you can increase your office production, and it helps your patients because maximizing their dental insurance benefits is financially beneficial for them.
The Dentrix Ascend Unscheduled Treatment report allows you to generate a list of patients who have outstanding treatment plans and remaining insurance benefits. Note that this article assumes you have some familiarity with how to manipulate fields and add filters to a power report.
1. Open the Unscheduled Treatment report in the Power Reporting module. Click Toggle Edit to open the list of available fields, and click the Layout icon to show the report structure.
2. Start with a clean slate by selecting all the fields in the Groups and the Columns areas and dragging them to the trash icon. (The icon appears once you start dragging.)
3. Add the fields you want into the report columns. At minimum, they should include Patient, Remaining Benefits Primary, Case Name, Transaction Date, Code, and Amount. You will notice that the report shows each procedure on an individual row, rather than aggregating the sum value of a treatment plan case.
4. Add filters to narrow the results down to something meaningful. Examples might include accepted cases only, patients with $500 or more in remaining benefits, or procedures treatment-planned within the last six months.
5. As with all power reports, you can export your data for additional manipulation, and you can save this customized report so that you build it only once.
- For this report, the Transaction Date is the treatment-planned date.
- The Renewal Month Primary is another useful field you can include in the columns or use as a filter. The fields and filters mentioned here are only suggestions. If you need more columns or different filters, add them; that is the beauty of a power report!
- You can also add Groups back in, for example if you wanted to see patients by location or provider.
- If you aren’t yet familiar with how to add fields and filters to a report, see the Power Reporting Course in the Resource Center.