Practice Genius Report

Run the Practice Genius report to prepare a datafile to use with your Practice Genius account. (Please contact Ortho2 for additional information about using Edge data with Practice Genius marketing products.)

How to Get Here

• Home ribbon bar > Reporting > Patient > Practice Genius > Run. (You can also search for the report you want to work with.)

   

  Click Reporting from the Reporting section of the Home ribbon bar.

  

  Expand the Patient reports section (if needed), and select the Practice Genius report. Then click Run.

  

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• You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Reports" for details.

Run This Report

Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.

 

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• Statuses - Select to include only patients in one or more specific statuses, or include patients in All statuses. You can select multiple status descriptions by clicking each description to include. You can quickly clear the list of selected appliances by clicking All twice.

• Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

• Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.

• Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Set Up & Manage Subgroups" for details. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

• View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.

Finish

• Export results - The results of this report are intended to be exported for use with your Practice Genius account. (See "Navigate, Print, & Export Report Results" for details.) Please contact Practice Genius if you have any questions about export requirements.

Notice!

• Integration support - Ortho2 can help you with questions you have about system requirements, integration setup, and using your integrations within our system. However, you will need to contact the third-party supplier for specific details about using the integrated module.

• Patient Reports
  • Appliance Tracking Report
  • Appliance Tracking - Back Dates Report
  • Different Last Names List
  • General Patient List
  • Non-Patient Siblings Report
  • Patient Findings Report
  • Patients with Unsigned Treatment Charts Report
  • Practice Genius Report
  • Practice Monitor Report
  • Professional Assigned & Referred Patients Report
  • Referral Report
  • Referrals by Patient Report
  • Status Count Comparison

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