Dive Into the Patient Matrix

The Patient Matrix report is a great resource for demographic and clinical information. Here's how to use it:

1. Go to Matrix > Patients.
2. The following filters are available:
   1. Office
   2. Orthodontist
   3. Tx Status
   4. Tx Phase
   5. Birthday
   6. Minors/Adults
   7. Extended Treatment
   8. Current Patient/Dismissed
3. Choose your desired filters. As an example, we sorted by patients in Active Treatment, under a Comprehensive Treatment Phase, who are Minors:

4. Now comes the fun part - pulling up custom columns headers! Here are your options:

5. We wanted to see which active treatment patients are not coming in as expected. We selected Tx Start Date, Next Appointment Date, Next Recall Target Date and Due Now.
6. From this list alone we learn the following:
   1. Eric Gage has a start date that looks strange; it was 9 years ago! He also has neither an appointment nor a recall scheduled.
   2. Harish Manisekar, Kayla Colling and Daniel Coller don't have start dates entered.
   3. We need to call Eva and David Dirkes; neither of them have an appointment nor a recall scheduled. Plus, it looks like they started two years ago...are they going past estimated treatment time?
   4. Bob and Maisie Smith are scheduled but they have large Due Now amounts; we need to have their responsible party talk to our Financial Coordinator when they come in.
   5. Daniel Coller's responsible party may be avoiding scheduling due to the large Due Now on the account. We should reach out or at least schedule a recall.

7. This is only one example of the wealth of information you can get from the Patient Matrix! Jump in today and start "slicing and dicing" the information - you won't regret it!