The Dental Intel Patient Finder tool has an array of filters that can be applied to your patient base to find a specific group of patients. These lists of patients can help simplify the scheduling process by identifying opportunity that might otherwise go un-noticed. The following article will discuss the functions of those filters so you can create an exact list of patients to fit your needs:

Filter Name

Filter Types

Function

Account Balance

Greater Than, Less Than, Equals, Does Not Equal, Is Unknown, Has Any Value

This filter allows you to identify patients with existing account balances. This is determined by the patient ledger in your Practice Management Software

Age

Greater Than, Less Than, Equals, Does Not Equal, Is Unknown, Has Any Value

This filter looks at the patients age according to the birthday/year listed in your Practice Management Software

Birthday

On, Between, Days Past, Days Away

This filter allows you to search for patients according to their birthday

Broken Hygiene Visits

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Is Unknown, Has Any Value

This filter identifies patients with any broken hygiene visits according to the time range selected

Broken Restorative Visits

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Is Unknown, Has Any Value

This filter identifies patients with any broken restorative visits according to the time range selected

Broken Visits

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Is Unknown, Has Any Value

This filter identifies patients with any broken visits (regardless of type) according to the time range selected

Completed Treatment

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Between

All Treatment or

Specific Treatment (here you can select treatment categories or specific codes)

This filter identifies patients that have completed any treatment, or a specific treatment according to the time range selected

First Seen

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Is Unknown, Has Any Value

This filter allows you to identify patients that were first seen (first completed treatment) according to the time range selected

Hygiene Due

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Is Unknown, Has Any Value

This filter identifies patients who are due for hygiene according to the time range selected

Hygiene Production Per Visit

Greater Than, Less Than, Equals, Does Not Equal, Is Unknown, Has Any Value

This filter allows you to identify patients according to the average dollar value of hygiene visits (a.k.a. Hygiene Production Per Visit)

Hygiene Visits

Greater Than, Less Than, Equals, Does Not Equal, Is Unknown, Has Any Value

This filter allows you to identify patients with Hygiene Visits that had a specific production amount according to the filters selected

Last Seen

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Is Unknown, Has Any Value

This filter allows you to identify patients that were last seen (last completed treatment) according to the time range selected

Primary Insurance

Is, Is Not, Contains, Does Not Contain, Is Unknown, Has Any Value

This filter allows you to identify patients according to their listed primary insurance. This does depend on the filter you select. For example: Does Not Contain is excellent for insurances with different branches or types -

Does Not Contain "Cigna" would find any patient that has insurance without Cigna in the name

Primary Insurance Remaining

Greater Than, Less Than, Equals, Does Not Equal, Is Unknown, Has Any Value

This filter allows you to identify patients with remaining primary insurance balances according to what is entered in your Practice Management Software

Primary Provider

Is, Is Not, Contains, Does Not Contain, Is Unknown, Has Any Value

This filter allows you to identify patients according to who is listed as their Primary Provider in your Practice Management Software. This is dependent on the filter you select, for example:

Contains "Dr. Sarah" will identify any patients with Dr. Sarah entered in as their primary provider

Referral Source

Is, Is Not, Contains, Does Not Contain, Is Unknown, Has Any Value

This filter allows you to identify patients according to the referral source entered in your Practice Management Software

Scheduled

Is Scheduled

Is Not Scheduled

This filter allows you to find patients according to their schedule status by checking to see if they have a future appointment

Secondary Insurance

Is, Is Not, Contains, Does Not Contain, Is Unknown, Has Any Value

This filter allows you to identify patients according to their listed secondary insurance in your Practice Management Software. This does depend on the filter you select

Secondary Insurance Remaining

Greater Than, Less Than, Equals, Does Not Equal, Is Unknown, Has Any Value

This filter allows you to identify patients with remaining secondary insurance balances according to what is entered in your Practice Management Software

Secondary Provider

Is, Is Not, Contains, Does Not Contain, Is Unknown, Has Any Value

This filter allows you to identify patients according to who is listed as their Secondary Provider in your Practice Management Software. This is dependent on the filter you select, for example:

Contains "Susan" will identify any patients with Susan entered in as their secondary provider

Status

Is Active

Is Inactive

This filter allows you to identify patients that are either marked as Active or Inactive in your Practice Management Software

Unscheduled Hygiene Visits

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Is Unknown, Has Any Value

This filter allows you to identify patients that have a hygiene appointment in your Practice Management Software that is not assigned to a date (if you create an appointment or break an appointment and don't reschedule it, it remains on the patient's account, which will read in di. as an unscheduled visit). The filter selected (either a number of days or an exact date) looks at when this appointment was broken or created

Unscheduled Restorative Visits

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Is Unknown, Has Any Value

This filter allows you to identify patients that have a restorative appointment in your Practice Management Software that is not assigned to a date (if you create an appointment or break an appointment and don't reschedule it, it remains on the patient's account, which will read in di. as an unscheduled visit). The filter selected (either a number of days or an exact date) looks at when this appointment was broken or created

Unscheduled Treatment

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Between

Unscheduled Treatment Dollar Amount

All Treatment or

Specific Treatment (here you can select treatment categories or specific codes)

This filter allows you to identify patients who have unscheduled treatment according to when it was diagnosed, the dollar amount value, and the type of treatment (all, a category of treatment, or specific codes)

Unscheduled Visits

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Is Unknown, Has Any Value

This filter allows you to identify patients that have an appointment in your Practice Management Software that is not assigned to a date (if you create an appointment or break an appointment and don't reschedule it, it remains on the patient's account, which will read in di. as an unscheduled visit). The filter selected (either a number of days or an exact date) looks at when this appointment was broken or created

Payment Communications

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Is Unknown, Has Any Value

This filter allows you to identify patients that have or have not received communications through di. Payments according to the time range selected

Schedule Communications

Relative (a number of days): More Than, Exactly, Less Than

Absolute (an exact date): After, On, Before, Is Unknown, Has Any Value

This filter allows you to identify patients that have or have not received communications through Online Scheduling with LocalMed & Dental Intel according to the time range selected


Now that you have a better understanding of what these filters mean, refer to the following article to learn how to create a Custom Patient Finder List:

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