Dental Intelligence offers two Patient Finder tools: one Patient Finder in the Engagement Module and another Patient Finder in the Analytics Module. The functionality between these tools is different.

This article covers the Patient Finder available in the Engagement Module and unified dashboard. If you're interested in learning more, CLICK HERE to request a demo!

Filters & Functions

There are a variety of filtering options that you can use in the Patient Finder to curate a list of specific patients. Here's an outline of all current filters and their functions:

Filter Name	Filter Options	Function
Filter	Gender Insurance (all or no insurance) Tag App user Visit not confirmed New patient forms missing Medical update due Patient Non-patient Prospective patient New patient Unlinked from PMS Created from CSV file Guarantor Dependent No email No phone	Apply the Gender filter to sort patients by all genders, female only, or male only Apply the Insurance filter to sort patients by all insurance or no dental insurance (Note: You cannot filter patients by individual insurance carrier) Apply the Tag filter to sort patients by tags that you have created (ASAP, pre-med, etc) Apply the App User filter to sort patient app users by all, yes, yes and notifications turned on, yes without notifications turned on, or not app user Select 'Visit not confirmed' to show patients with an upcoming appointment that has not been confirmed on the schedule Select 'New patient forms missing' to show patients that have not completed your new patient packet paperwork Select 'Medical update due' to show patients that are due to complete a Health History Form Select 'Patient' to show patients that are considered active in Dental Intelligence Select 'Non-patient' to show non-patient individuals (typically guardians) Select 'Prospective' to show prospective patients that have not yet scheduled an appointment Select 'New patient' to show patients that are considered new Select 'Unlinked from PMS' to show patients that do not have a corresponding chart linked from your PMS Select 'Created from CSV file' to show patients that were added to your patient list when an email campaign was sent out using a CSV file as the recipient list Select 'Guarantor' to show patients that are marked as a guarantor in your PMS Select 'Dependent' to show patients that are marked as a dependent in your PMS Select 'No email' to show patients that do not have an email address on file Select 'No phone' to show patients that do not have a phone number on file
Age	Minimum age Maximum age Birthday	Add a minimum and/or maximum age range (Note: You can choose to enter only a minimum age or only a maximum age if desired) Select 'Birthday' to show patients who have a birthday today
Future Visit	Date Provider Secondary provider Operatory Not scheduled Scheduled	Apply the Date filter to sort patients: all patients regardless of visit status, visits today, visits tomorrow, visits this week, visits next week, or choose a custom date Apply the Provider filter to sort patients by future visit by primary provider at your practice Apply the Secondary Provider filter to sort patients by future visit by secondary provider at your practice Apply the Operatory filter to sort patients by future visit by operatory at your practice Click 'Not scheduled' to show patients that do not have a future visit Click 'Scheduled' to show patients have have a future visit
Hygiene Scheduled	All Yes No No - Recall past due	Click 'All' to show all patients Click 'Yes' to show patients that have a hygiene appointment scheduled Click 'No' to show patients that do not have a hygiene appointment scheduled Click 'No - Recall past due' to show patients that do not have a hygiene appointment scheduled and are past due for their hygiene recall
Last Visit	Date Provider Secondary provider Operatory	Apply the Date filter to sort patients by their last visit date: all patients regardless of their last visit date, yesterday, last week, last month, last year, last 2 years, over a month ago, over 4 months ago, over 6 months ago, over a year ago, less than 6 months ago, between 6-12 months ago, or choose a custom date Apply the Provider filter to sort patients by last scheduled visit by primary provider at your practice Apply the Secondary Provider filter to sort patients by last scheduled visit by secondary provider at your practice Apply the Operatory filter to sort patients by last scheduled visit by operatory at your practice
Amount Due	0-30 days 31-60 days 61-90 days 90+ days Outstanding balance	Choose any of the available date ranges to filter patient balances, or select 'Outstanding balance' to show all patients with an outstanding balance on their account.
Outstanding Treatment	$ minimum $ maximum Procedure code Exact match	Add a minimum and/or maximum treatment dollar range (Note: You can choose to enter only a minimum dollar amount or only a maximum dollar amount if desired) Click on the Procedure Code dropdown to select any/all procedure codes Select 'Exact match only' to only show patients that match the exact procedure code(s) you have selected (For example: If you have selected codes D0120 and D0170, only patients with BOTH codes on their chart will show in the Patient Finder results)
CareCredit*	All Existing cardholder Prequalified Needs more info Pending 📌 The CareCredit integration must be enabled in Settings* > Partners > CareCredit in order to utilize CareCredit filters in Patient Finder.	Click 'All' to show all patients Click 'Existing cardholder' to show patients that have a CareCredit account Click 'Prequalified' to show patients that meet CareCredit prequalifications Click 'Needs more info' to show patients that are missing information on their profile needed to generate a CareCredit status Click 'Pending' to show patients that have applied for a CareCredit account and have not yet been approved
Wisetack*	No filter options available. 📌 The Wisetack integration must be enabled in Settings* > Partners > Other Financing.	Patients with a balance in this column are currently using Wisetack to finance treatment at your practice Patients with a red X in this column do not have a Wisetack balance

Now in beta: AI Filters

Finding the right patients in Patient Finder just got easier. With the new AI Filters feature, you can skip the dropdown menus and simply describe who you’re looking for.

To get started, click AI Filters next to the search bar in Patient Finder. Then type what you want in everyday language. For example: “patients with a balance over $60 and no future appointment scheduled.” When you’re ready, click the green check mark to run your search.

Patient Finder will translate your request into the matching filters and apply them to your list. Just like filters you select manually, any filters applied from your typed search will turn green, so you can see at a glance exactly what was applied. From there, you can fine-tune the results by adjusting the applied filters, add more filters manually, or use Bulk Actions to follow up with the patients on your list.

Keep in mind: AI Filters works with the filters that already exist in Patient Finder. It can’t create new ones, so a request like “patients with [insurance carrier name]” won’t work unless that filter is available. If your search doesn’t return what you expected, check which filters turned green to see how your request was interpreted.

Common Patient Finder Searches

Find Unscheduled Hygiene Patients
Find Patients with Outstanding Treatment
Build a Same-Day Cancellation List
Find Patients with Missing or Outdated Forms
Sort Hygiene Patients by Provider
Print or Export a Patient List to CSV

Find Unscheduled Hygiene Patients

Looking for patients that are overdue for a hygiene appointment? If your practice utilizes Dental Intelligence Online Scheduling, we already have a list of overdue hygiene patients automatically populated for you! Just navigate to Schedule > Action Items > Hygiene Past Due. Learn more here.

Tips:

Hygiene recall notifications may still be sent to patients with future appointments if those appointments are not tagged with hygiene-specific procedure codes. Ensure proper tagging to prevent unnecessary notifications.
Patients may appear on the Unscheduled Hygiene list if their status remains active in the practice management system. To remove them, update their status appropriately so they are no longer considered active for hygiene scheduling.

Goal	Pull a list of existing patients who do not have a hygiene appointment scheduled and have no other future visit scheduled — your recall outreach list.
Filters	Filter > ✅ Patient Future visit > ✅ Not scheduled Hygiene scheduled > ✅ No
Steps	Navigate to Patients > Patient Finder in the Engagement module/unified dashboard Click Filter then click to select Patient Next, click Future visit and select Not scheduled Next, click Hygiene scheduled and select No Click Save Filter to save these settings and add this filter combination to your Filters Library for future use
Best Practices	Make sure that your Hygiene Recall TouchPoint is enabled so that unscheduled patients are automatically receiving reminder messages to schedule their next hygiene appointment before they're past due. Learn more here.

Find Patients with Outstanding Treatment

💡 Tip: If your practice utilizes Dental Intelligence Online Scheduling, we already have a list of patients with outstanding treatment automatically populated for you! Just navigate to Schedule > Action Items > Outstanding Treatment. Learn more here.

Goal	Identify patients who have accepted treatment or have open treatment plans in your PMS but haven't scheduled the work yet.
Filters	Filter > ✅ Patient Future visit > ✅ Not scheduled Outstanding Treatment > Choose $ min/$ max, procedure code(s)
Steps	Navigate to Patients > Patient Finder in the Engagement module/unified dashboard Click Filter then click to select Patient Next, click Future visit and select Not scheduled Next, click Outstanding Treatment Enter in the minimum dollar amount and/or maximum dollar amount of the treatment (to see all patients with outstanding treatment, set the minimum amount to $0) Choose any/all treatment procedure codes that you would like to filter for Select 'Exact match only' to only show patients that match the exact procedure code(s) you have selected (For example: If you have selected codes D0120 and D0170, only patients with BOTH codes on their chart will show in the Patient Finder results) Click Save Filter to save these settings and add this filter combination to your Filters Library for future use
Best Practices	Make sure that your Outstanding Treatment TouchPoint is enabled so that patients with outstanding treatment are automatically receiving reminder messages to schedule. Learn more here.

Build a Same-Day Cancellation List

Goal	Quickly reach all patients scheduled for a specific date — most commonly used when closing the office unexpectedly (weather, emergency, etc.).
Filters	Future visit > Date > Today
Steps	Navigate to Patients > Patient Finder in the Engagement module/unified dashboard Click Future visit and then select Date > Today Click Save Filter to save these settings and add this filter combination to your Filters Library for future use
Best Practices	Be sure to save this filter combination to your Filters Library so you can reuse it quickly in future closures. Make sure your message template for emergency closures is pre-written in Templates so you aren't drafting under pressure. Use Bulk Actions to contact all patients on this list via text or email in just a few clicks.

Find Patients with Missing or Outdated Forms

Goal	Identify new patients with missing new patient forms or patients who are due to complete an updated health history form––so you can proactively send forms before their next scheduled visit.
Filters	Filter > ✅ New patient forms missing OR ✅ Medical update due Future visit > ✅ Scheduled
Steps	Navigate to Patients > Patient Finder in the Engagement module/unified dashboard Click Filter then choose: New patient forms missing to show patients that still need to complete their new patient packet, OR Medical update due to show patients that are due to add or update their healthy history form Click Future visit and then select Scheduled Based on the form type you selected, your list will show patients with outstanding new patient paperwork or patients due to update their healthy history form
Best Practices	Make sure your active Welcome Notification, Save-the-Date, Appointment Reminder, and Check-in Request TouchPoints are automatically including forms links to patients with outstanding paperwork. Learn more. Use Bulk Actions to contact all patients on this list via text or email in just a few clicks.

Sort Hygiene Patients by Provider

Goal	Pull a list of hygiene patients by provider (who they saw at their last visit) –– helping you create targeted patient outreach campaigns, messaging, or to better understand provider-patient volume.
Filters	Filter > ✅ Patient Future visit > ✅ Not scheduled Hygiene scheduled > ✅ No (or No - Recall past due) Last Visit > Providers > Select provider(s) or choose 'All'
Steps	Navigate to Patients > Patient Finder in the Engagement module/unified dashboard Click Filter then click to select Patient Next, click Future visit and select Not scheduled Next, click Hygiene scheduled and select No (or No - Recall past due) Next, click Last Visit > Providers and select the provider name you would like to filter by (choose 1, multiple, or all) Click Save Filter to save these settings and add this filter combination to your Filters Library for future use
Best Practices	Make sure that your Hygiene Recall TouchPoint is enabled so that unscheduled hygiene patients are automatically receiving reminder messages to schedule their next hygiene appointment before they're past due. Learn more here.

Print or Export a Patient List to CSV

If needed, once you've filtered a group of patients, click on Bulk Actions > Print patients or Export to CSV.

You can export up to 500 patients at a time. If your bulk action exceeds 500 patients, apply filters to reduce your list.

Patient Finder Filters and Common Searches