This topic explains what the data fields on the Schedule/Recall reports correspond to in Dentrix Ascend and how the measures are calculated for the Schedule/Recall reports. Click (or tap) any of the following report names to show and hide the details of that report:
Active Patients in Recare
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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Description
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Category - The category (type of transaction) that a ledger entry pertains to.
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Subcategory - The subcategory that a ledger entry pertains to.
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Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
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First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
organization
organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
organization Name - The name of your organisation (or the organisation log-in ID).
organization Recare
Recare Type - The recall type.
Patient
Chart Number - The chart number of a patient.
Birth Date - The birth date of a patient.
Discount Plan - The discount plan assigned to a patient.
Gender - The gender of a patient.
State - The state of a patient.
City - The city of a patient.
Postal Code - The ZIP Code/postal code of a patient.
External ID - The external ID of a patient.
Patient Status - The status of a patient (such as active or inactive).
Preferred Location - The preferred location for a patient.
Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.
Patient - The name of a patient. Uses a "Last name, First name" format.
Patient Primary Ins
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Carrier - The name of a third party.
Prim. Subscriber ID - The ID of the subscriber of a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Carrier - The name of a third party.
Sec. Subscriber ID - The ID of the subscriber of a third-party plan.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
Provider
Specialty - The specialty of a provider.
Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Provider - The name of a provider. Uses a "Last name, First name" format.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Transaction Date.Date (ISO)
Date - The date of a ledger entry. Uses the international date format (yyyy-mm-dd).
Transaction Date.Date (YMD)
Year - The year of a ledger entry. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry was entered. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a ledger entry.
Transaction Date.Date (local)
Date - The date of a ledger entry. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Missed Appointments
This report has the following data fields:
Procedure
Proc Category - The Procedure Code Category of a scheduled procedure.
Proc Name Long - The description of a scheduled procedure.
Proc Name Short - The abbreviated description of a scheduled procedure.
Proc Code - The procedure code of a scheduled procedure.
Proc Alias - The alias for a scheduled procedure.
Fee - The fee for a scheduled procedure (treatment-planned or not).
Proc Count - The number of scheduled procedures (treatment-planned or not).
Appointment
Reason - The "Other" reason(s) specified for an appointment.
organization - The name of your organisation (or the organisation log-in ID).
Customer ID - Your organisation's customer ID (which can be used to log in).
Location - The name of a location in your organisation where an appointment was scheduled.
Appt Status - The status of an appointment.
Appt Count - The number of scheduled appointments.
Appt Date - The date of an appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Provider - The provider who is attached to an appointment. Uses a "Last name, First name" format.
Prov - The short name of the provider who is attached to an appointment. The short name is the ID that appears throughout Dentrix Ascend to identify him or her.
Operatory - The description of a surgery.
Op - The short name (or ID) of a surgery.
Patient
Patient - The name of a patient. Uses a "Last name, First name" format.
Last Procedure Date - The date of the procedure that was performed most recently on a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Status - The status of a patient (such as active or inactive).
Email - The email address of a patient's primary contact person.
Phone - The first phone number listed for the primary contact person for a patient.
Address - The address of the primary contact person for a patient.
Time Zone -The time zone where the primary contact person for a patient lives.
Last Visit - The date of a patient's most recent visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Visit - The date of a patient's first visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Name - The first name of a patient.
Last Name - The last name of a patient.
Middle Name - The middle name of a patient.
Preferred Name - The preferred name or nickname of a patient.
Gender - The gender of a patient.
Date of Birth - The date of birth of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Address Line 1 - The street address of the primary contact person for a patient.
Address Line 2 - The second line of the street address of the primary contact person for a patient.
City - The city of the primary contact person for a patient.
State - The state of the primary contact person for a patient.
ZIP Code - The ZIP Code/postal code of the primary contact person for a patient.
Patient Count - The number of patients.
Chart Number - The chart number of a patient.
External ID - The external ID of a patient.
Remaining Benefits Primary - The benefits that remain on a patient's primary third-party plan.
Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary third-party plan.
Remaining Benefits Secondary - The benefits that remain on a patient's secondary third-party plan.
Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary third-party plan.
Renewal Month Primary - The renewal month for a patient's primary third-party plan.
Renewal Month Secondary - The renewal month for a patient's secondary third-party plan.
Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.
Primary Contact
Primary Contact - The name of a patient's primary contact. Uses a "Last name, First name" format.
Status - The patient status of a patient's primary contact.
Email - The email address of a patient's primary contact.
Phone - The primary phone number of a patient's primary contact.
Address - The address of a patient's primary contact.
First Name - The first name of a patient's primary contact.
Last Name - The last name of a patient's primary contact.
Middle Name - The middle name of a patient's primary contact.
Preferred Name - The preferred name or nickname of a patient's primary contact.
Gender - The gender of a patient's primary contact.
Date Of Birth - The birth date of a patient's primary contact.
Address Line 1 - The street address of a patient's primary contact.
Address Line 2 - The second line of the street address of a patient's primary contact.
City - The city of a patient's primary contact.
State - The state of a patient's primary contact.
ZIP Code - The ZIP Code/postal code of a patient's primary contact.
organization Recare
Recare Type - The type of recall.
Recare Description - The description of a recall type.
Recare Interval - The interval of a recall type.
Patient Primary Ins Plan
Pat. Prim. Carrier - The name of a third party.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Carrier - The name of a third party.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
Patients not Recently Seen
Recare Report
This report has the following data fields:
Patient Recare
Recare Type - The type of recall attached to a patient.
Recare Description - The description of a recall type attached to a patient.
Recare Interval - The interval of a recall type attached to a patient.
Recare Due - The due date of a recall type attached to a patient.
Recare Scheduled - The date of the next scheduled appointment for a recall type attached to a patient.
Patient
Patient - The name of a patient. Uses a "Last name, First name" format.
Last Procedure Date - The date of the procedure that was performed most recently on a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Status - The status of a patient (such as active or inactive).
Email - The email address of a patient's primary contact person.
Phone - The first phone number listed for the primary contact person for a patient.
Address - The address of the primary contact person for a patient.
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Last Visit - The date of a patient's most recent visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Visit - The date of a patient's first visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Name - The first name of a patient.
Last Name - The last name of a patient.
Middle Name - The middle name of a patient.
Preferred Name - The preferred name or nickname of a patient.
Gender - The gender of a patient.
Date of Birth - The date of birth of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Address Line 1 - The street address of the primary contact person for a patient.
Address Line 2 - The second line of the street address of the primary contact person for a patient.
City - The city of the primary contact person for a patient.
State - The state of the primary contact person for a patient.
ZIP Code - The ZIP Code/postal code of the primary contact person for a patient.
PrimaryContactName - The name of the primary contact person for a patient. Uses a "Last name, First name" format.
Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Chart Number - The chart number of a patient.
External ID - The external ID of a patient.
Remaining Benefits Primary - The benefits that remain on a patient's primary third-party plan.
Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary third-party plan.
Remaining Benefits Secondary - The benefits that remain on a patient's secondary third-party plan.
Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary third-party plan.
Renewal Month Primary - The renewal month for a patient's primary third-party plan.
Renewal Month Secondary - The renewal month for a patient's secondary third-party plan.
Preferred Location - The preferred location for a patient.
Appointment
Appointment Status - The status of an appointment.
Date Scheduled - The date of an appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Start Time - The starting time of an appointment.
Count - The number of scheduled appointments.
Reason - The "Other" reason(s) specified for an appointment.
Location
Location - The name of a location in your organisation.
organization
CustomerID - Your organisation's customer ID (which can be used to log in).
organization - The name of your organisation (or the organisation log-in ID).
Primary Contact
Primary Contact - The name of a patient's primary contact. Uses a "Last name, First name" format.
Last Procedure Date - The date of the last procedure posted for a patient's primary contact.
Status - The patient status of a patient's primary contact.
Email - The email address of a patient's primary contact.
Phone - The primary phone number of a patient's primary contact.
Address - The address of a patient's primary contact.
First Name - The first name of a patient's primary contact.
Last Name - The last name of a patient's primary contact.
Middle Name - The middle name of a patient's primary contact.
Preferred Name - The preferred name or nickname of a patient's primary contact.
Gender - The gender of a patient's primary contact.
Date Of Birth - The birth date of a patient's primary contact.
Address Line 1 - The street address of a patient's primary contact.
Address Line 2 - The second line of the street address of a patient's primary contact.
City - The city of a patient's primary contact.
State - The state of a patient's primary contact.
ZIP Code - The ZIP Code/postal code of a patient's primary contact.
PrimaryContactName - The name of a patient's primary contact. Uses a "Last name, First name" format.
Patient Primary Ins Plan
Pat. Prim. Carrier - The name of a third party.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Carrier - The name of a third party.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
Scheduled Production by Month
This report has the following data fields and measures:
Appointment
Scheduled? - If a procedure is scheduled.
Appt Status - The status of an appointment.
Date (ISO)
Date - A date. Uses the international date format (yyyy-mm-dd).
Date (YMD)
Year - A year. Uses the four-digit identifier (yyyy).
Month - A month. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - A day of the month.
Date (local)
Date - A date. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation.
Website - The website address of a location in your organisation.
Measures
Amount - The fee for a procedure (treatment-planned or not) that is attached to an appointment.
Appointment Count - The number of distinct appointments on the report.
Procedure Count - The number of distinct procedures (treatment-planned or not) that are attached to appointments on the report.
Operatory
Op - The short name (or ID) of a surgery.
Operatory - The description of a surgery.
organization
organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
organization Name - The name of your organisation (or the organisation log-in ID).
organization Recare
Recare Type - The recall type.
Patient
Chart Number - The chart number of a patient.
Birth Date - The birth date of a patient.
Discount Plan - The discount plan assigned to a patient.
Gender - The gender of a patient.
State - The state of a patient.
City - The city of a patient.
Postal Code - The ZIP Code/postal code of a patient.
External ID - The external ID of a patient.
Patient Status - The status of a patient (such as active or inactive).
Preferred Location - The preferred location for a patient.
Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.
Patient - The name of a patient. Uses a "Last name, First name" format.
Patient Primary Ins
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Carrier - The name of a third party.
Prim. Subscriber ID - The ID of the subscriber of a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Carrier - The name of a third party.
Sec. Subscriber ID - The ID of the subscriber of a third-party plan.
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Procedure
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Proc Alias - The alias procedure code of a procedure.
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Proc Category - The Procedure Code Category of a procedure.
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Proc Code - The procedure code of a procedure.
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Proc Desc - The abbreviated description of a procedure.
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Proc Description - The description of a procedure.
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Provider
Specialty - The specialty of a provider.
Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Provider - The name of a provider. Uses a "Last name, First name" format.
Reason
Reason - The "Other" reason(s) specified for an appointment.
Analysis Schedule Report Builder
This report has the following data fields and measures:
Appointment
Scheduled? - If a procedure is scheduled.
Appt Status - The status of an appointment.
Date (ISO)
Date - A date. Uses the international date format (yyyy-mm-dd).
Date (YMD)
Year - A year. Uses the four-digit identifier (yyyy).
Month - A month. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - A day of the month.
Date (local)
Date - A date. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation.
Website - The website address of a location in your organisation.
Measures
Amount - The fee for a procedure (treatment-planned or not) that is attached to an appointment.
Appointment Count - The number of distinct appointments on the report.
Procedure Count - The number of distinct procedures (treatment-planned or not) that are attached to appointments on the report.
Operatory
Op - The short name (or ID) of a surgery.
Operatory - The description of a surgery.
organization
organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
organization Name - The name of your organisation (or the organisation log-in ID).
organization Recare
Recare Type - The recare type.
Patient
Chart Number - The chart number of a patient.
Birth Date - The birth date of a patient.
Discount Plan - The discount plan assigned to a patient.
Gender - The gender of a patient.
State - The state of a patient.
City - The city of a patient.
Postal Code - The ZIP Code/postal code of a patient.
External ID - The external ID of a patient.
Patient Status - The status of a patient (such as active or inactive).
Preferred Location - The preferred location for a patient.
Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.
Patient - The name of a patient. Uses a "Last name, First name" format.
Patient Primary Ins
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Carrier - The name of a third party.
Prim. Subscriber ID - The ID of the subscriber of a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Carrier - The name of a third party.
Sec. Subscriber ID - The ID of the subscriber of a third-party plan.
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Procedure
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Proc Alias - The alias procedure code of a procedure.
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Proc Category - The Procedure Code Category of a procedure.
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Proc Code - The procedure code of a procedure.
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Proc Desc - The abbreviated description of a procedure.
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Proc Description - The description of a procedure.
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Provider
Specialty - The specialty of a provider.
Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Provider - The name of a provider. Uses a "Last name, First name" format.
Reason
Reason - The "Other" reason(s) specified for an appointment.
Interactive Recare Report Builder
This report has the following data fields:
Patient Recare
Recare Type - The type of recall attached to a patient.
Recare Description - The description of a recall type attached to a patient.
Recare Interval - The interval of a recall type attached to a patient.
Recare Due - The due date of a recall type attached to a patient.
Recare Scheduled - The date of the next scheduled appointment for a recall type attached to a patient.
Patient
Patient - The name of a patient. Uses a "Last name, First name" format.
Last Procedure Date - The date of the procedure that was performed most recently on a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Status - The status of a patient (such as active or inactive).
Email - The email address of a patient's primary contact person.
Phone - The first phone number listed for the primary contact person for a patient.
Address - The address of the primary contact person for a patient.
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Last Visit - The date of a patient's most recent visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Visit - The date of a patient's first visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Name - The first name of a patient.
Last Name - The last name of a patient.
Middle Name - The middle name of a patient.
Preferred Name - The preferred name or nickname of a patient.
Gender - The gender of a patient.
Date of Birth - The date of birth of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Address Line 1 - The street address of the primary contact person for a patient.
Address Line 2 - The second line of the street address of the primary contact person for a patient.
City - The city of the primary contact person for a patient.
State - The state of the primary contact person for a patient.
ZIP Code - The ZIP Code/postal code of the primary contact person for a patient.
PrimaryContactName - The name of the primary contact person for a patient. Uses a "Last name, First name" format.
Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Chart Number - The chart number of a patient.
External ID - The external ID of a patient.
Remaining Benefits Primary - The benefits that remain on a patient's primary third-party plan.
Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary third-party plan.
Remaining Benefits Secondary - The benefits that remain on a patient's secondary third-party plan.
Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary third-party plan.
Renewal Month Primary - The renewal month for a patient's primary third-party plan.
Renewal Month Secondary - The renewal month for a patient's secondary third-party plan.
Preferred Location - The preferred location for a patient.
Appointment
Appointment Status - The status of an appointment.
Date Scheduled - The date of an appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Start Time - The starting time of an appointment.
Count - The number of scheduled appointments.
Reason - The "Other" reason(s) specified for an appointment.
Location
Location - The name of a location in your organisation.
organization
CustomerID - Your organisation's customer ID (which can be used to log in).
organization - The name of your organisation (or the organisation log-in ID).
Primary Contact
Primary Contact - The name of a patient's primary contact. Uses a "Last name, First name" format.
Last Procedure Date - The date of the last procedure posted for a patient's primary contact.
Status - The patient status of a patient's primary contact.
Email - The email address of a patient's primary contact.
Phone - The primary phone number of a patient's primary contact.
Address - The address of a patient's primary contact.
First Name - The first name of a patient's primary contact.
Last Name - The last name of a patient's primary contact.
Middle Name - The middle name of a patient's primary contact.
Preferred Name - The preferred name or nickname of a patient's primary contact.
Gender - The gender of a patient's primary contact.
Date Of Birth - The birth date of a patient's primary contact.
Address Line 1 - The street address of a patient's primary contact.
Address Line 2 - The second line of the street address of a patient's primary contact.
City - The city of a patient's primary contact.
State - The state of a patient's primary contact.
ZIP Code - The ZIP Code/postal code of a patient's primary contact.
PrimaryContactName - The name of a patient's primary contact. Uses a "Last name, First name" format.
Patient Primary Ins Plan
Pat. Prim. Carrier - The name of a third party.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Carrier - The name of a third party.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
Interactive Schedule Report Builder
This report has the following data fields:
Procedure
Proc Category - The Procedure Code Category of a scheduled procedure.
Proc Name Long - The description of a scheduled procedure.
Proc Name Short - The abbreviated description of a scheduled procedure.
Proc Code - The procedure code of a scheduled procedure.
Proc Alias - The alias for a scheduled procedure.
Fee - The fee for a scheduled procedure (treatment-planned or not).
Proc Count - The number of scheduled procedures (treatment-planned or not).
Appointment
Reason - The "Other" reason(s) specified for an appointment.
organization - The name of your organisation (or the organisation log-in ID).
Customer ID - Your organisation's customer ID (which can be used to log in).
Location - The name of a location in your organisation where an appointment was scheduled.
Appt Status - The status of an appointment.
Appt Count - The number of scheduled appointments.
Appt Date - The date of an appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Provider - The provider who is attached to an appointment. Uses a "Last name, First name" format.
Prov - The short name of the provider who is attached to an appointment. The short name is the ID that appears throughout Dentrix Ascend to identify him or her.
Operatory - The description of a surgery.
Op - The short name (or ID) of a surgery.
Patient
Patient - The name of a patient. Uses a "Last name, First name" format.
Last Procedure Date - The date of the procedure that was performed most recently on a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Status - The status of a patient (such as active or inactive).
Email - The email address of a patient's primary contact person.
Phone - The first phone number listed for the primary contact person for a patient.
Address - The address of the primary contact person for a patient.
Time Zone -The time zone where the primary contact person for a patient lives.
Last Visit - The date of a patient's most recent visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Visit - The date of a patient's first visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Name - The first name of a patient.
Last Name - The last name of a patient.
Middle Name - The middle name of a patient.
Preferred Name - The preferred name or nickname of a patient.
Gender - The gender of a patient.
Date of Birth - The date of birth of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Address Line 1 - The street address of the primary contact person for a patient.
Address Line 2 - The second line of the street address of the primary contact person for a patient.
City - The city of the primary contact person for a patient.
State - The state of the primary contact person for a patient.
ZIP Code - The ZIP Code/postal code of the primary contact person for a patient.
Patient Count - The number of patients.
Chart Number - The chart number of a patient.
External ID - The external ID of a patient.
Remaining Benefits Primary - The benefits that remain on a patient's primary third-party plan.
Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary third-party plan.
Remaining Benefits Secondary - The benefits that remain on a patient's secondary third-party plan.
Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary third-party plan.
Renewal Month Primary - The renewal month for a patient's primary third-party plan.
Renewal Month Secondary - The renewal month for a patient's secondary third-party plan.
Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.
Primary Contact
Primary Contact - The name of a patient's primary contact. Uses a "Last name, First name" format.
Status - The patient status of a patient's primary contact.
Email - The email address of a patient's primary contact.
Phone - The primary phone number of a patient's primary contact.
Address - The address of a patient's primary contact.
First Name - The first name of a patient's primary contact.
Last Name - The last name of a patient's primary contact.
Middle Name - The middle name of a patient's primary contact.
Preferred Name - The preferred name or nickname of a patient's primary contact.
Gender - The gender of a patient's primary contact.
Date Of Birth - The birth date of a patient's primary contact.
Address Line 1 - The street address of a patient's primary contact.
Address Line 2 - The second line of the street address of a patient's primary contact.
City - The city of a patient's primary contact.
State - The state of a patient's primary contact.
ZIP Code - The ZIP Code/postal code of a patient's primary contact.
organization Recare
Recare Type - The type of recall.
Recare Description - The description of a recall type.
Recare Interval - The interval of a recall type.
Patient Primary Ins Plan
Pat. Prim. Carrier - The name of a third party.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Carrier - The name of a third party.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
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