If you can set up a new patient with accurate information in your dental software from their very first visit, you are setting them up for a successful relationship with your practice. I have discovered a way to run a new patient report in Dentrix that allows you to see the referral source, insurance company, billing type, email, cell phone – all the pertinent information that needs to be correct so dental practices can develop a long term relationship. I have recorded a video to show how to run this report and then transfer the data into excel so it can be easily reviewed.
In addition to offering step by step instructions to run these reports (whether in Dentrix or EagleSoft), I also provide a script to follow up with patients and steps to work the list. I recommend the office manager run these reports and then delegate the follow up to another front desk team member.
You will receive a video showing how to run the Dentrix report and transfer the data to excel along with instructions to work this list.
Making sure that each new patient has a documented referral source is the first step in determining the return on investment for each of your marketing programs. To make better advertising budget decisions in the future, start now with a system to document all new patient referral sources.