Dive Into the Patient Matrix

The Patient Matrix report is a great resource for demographic and clinical information from the patient level, including some account holder details. Here's how to use it:

Go to Matrix > Patients.
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
Choose your desired filters.
1. As an example, we sorted by patients in Active Treatment, under a Comprehensive Treatment Phase, who are Minors. If you don't filter by Current Patient/Dismissed, Tops will provide results for only patients that are current.

Now comes the fun part - pulling up custom columns headers!

Options that can be viewed from the Patient Matrix include the following:

Category	Patient Matrix Field
Account & Contact	Account Holders
	Account Holder A Group
	Account Holder B Group
	Email
	Phone A
	Phone B
	Address
	Post Code
Patient Information	DOB/Age
	Gender
	Birthday
	School
	Social Security Number
Treatment	Tx Start Date
	Tx End Date
	Tx Length (min)
	Tx Length (max)
	Tx Finish Target Date
	Dismissal Date
	Dismissal Status
	Tx Status
	Tx Phase
	Tx Method
	Classification
Financial	Financial Status
	Copay Balances
	Contract Amounts
	Expected Insurance
	Future Due
	Due Now
	Total Balances
Patient & Practice Details	Medical History
	Office
	Orthodontist
	Dentist
	First Referrer
	Last Model
Appointments	Last Appointment
	Next Appointment
	Next Recall Target Date (future dates only)
Notes & Reminders	Patient Notes
	SMS Reminder
	Email Reminder
	Voicemail Reminder
	Fax Reminder

As an example, if you wanted to see which active treatment patients are not scheduling their next appointments or have yet to schedule their next appointment, you would select Tx Start Date, Next Appointment Date, Next Recall Target Date and Due Now from the dropdown menu of options within each column:
From the resulting list, you can derive the following:
1. Eric Gage has a start date that looks incorrect; 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. Remember, we are viewing patients with a status of Active Treatment.
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.

This is only one example of the wealth of information you can get from the Patient Matrix!

The list is hot-clickable, meaning you can double click on any patient to view their chart.

Jump in today and start "slicing and dicing" the information - you won't regret it!

Dive Into the Patient Matrix

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