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Patient Finder: Overview

Learn about the functions of the Dental Intelligence Patient Finder tool in Analytics

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

Dental Intelligence Analytics makes managing patients easy with the Patient Finder tool.

Access the Patient Finder from your left side menu by hovering over the Patients icon and then clicking on Patient Finder.

Explore our entire library of Patient Finder resources here.

Watch the short video below for a brief overview of the Patient Finder tool and learn how you can start implementing Patient Finder lists in your practice today!

Understanding Filters & Definitions

The Patient Finder tool has an array of filters that can be applied to your patient base to find a specific group of patients. These filters can help simplify the scheduling process by identifying opportunity that might otherwise go unnoticed.

Learn more about Patient Finder filters and definitions here.

Create, Customize List View, & Export Custom Lists

Using filters, you can identify specific lists of patients which will save you tons of time when making outbound attempts to schedule or connect with patients. Add custom filters to your patient base to narrow down what types of patients are the most valuable, adjust the data columns shown, then export and save the lists directly to your computer when you need to use them to verify data elsewhere. Determining these patients has been simplified through our Patient Finder tool.

Learn more about using Patient Finder lists:

If you are an Engagement and Analytics customer, your custom Patient Filters is available in your Engagement filters library. Click HEREif you are not seeing these pulled into your Engagement filters library to create a ticket for the support team.

Determine Annual Family Value

Reviewing Annual Family Value will tell you the average annual value of your patients by guarantor. This will provide insight into how much treatment (dollar value) the family has completed and paid for.

Learn more about determining Annual Family Value here.

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