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lienvan
Canine II

How to narrow down Delta patients who've been been seen in last 3 years

I realize after searching the forum that I need to run a report for very Delta plan with a differing company ID in order to get a list of every Delta patient. Is there a way to sort and filter this so that we get only a list of Delta patients who've been seen in the last 3 years? We are 15 years old and need to contact patients to inform them of In-network/Out-of-Network status changes. 

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tshaw
Community Manager
Community Manager

Re: How to narrow down Delta patients who've been been seen in last 3 years

Thank you for the post @lienvan

@tsalcido @rhall @lindamoseley any suggestions for this? 

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tsalcido
CS Dental Employee
CS Dental Employee

Re: How to narrow down Delta patients who've been been seen in last 3 years

You will need to create a user selected report.

tsalcido_0-1628785847147.png

Click ADD

Enter in a title

tsalcido_1-1628785921913.png

Notice the X's next to some of the lines. If they are not to be included in the report you will need to highlight the line, click edit values on the top and uncheck print. *I counted 7 pre-selected*

tsalcido_2-1628785977077.png

 

NEXT STEP

You will need to edit each line that you want in your report and check the box to print. 

First name, last name, Primary Insurance and last visit.

1. Highlight the line.

tsalcido_7-1628786398121.png

2 Click Edit Values on top

tsalcido_6-1628786336816.png

3. Check print and click ok.

tsalcido_4-1628786136783.png

tsalcido_8-1628786488300.png

Enter your date range.

tsalcido_11-1628786547110.png

With primary Insurance company you will click the drop-down arrow and the insurance company list will come up. Here is the challenge: if you have more than one Delta you may have to set up a couple of the same report. Just name each title differently. Delta CA, Delta MO, Delta NJ.

tsalcido_10-1628786509221.png

tsalcido_12-1628786576695.png

 

For more help in SoftDent go to HELP> SOFTDENT HELP

Search for User-Selected Reports

tsalcido_13-1628787161383.png

 

 

 

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lienvan
Canine II

Re: How to narrow down Delta patients who've been been seen in last 3 years

Will give this a shot. Thank you for the reply.

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