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Add or Remove Analytics Patient Finder List Columns

Learn how to sort the columns/categories that appear in a Patient Finder list created in your Analytics module

Written by Erika Gardner
Updated yesterday

Dental Intelligence offers two Patient Finder tools: one Patient Finder in the Engagement Module and another Patient Finder in the Analytics Module. The functionality between these tools is different.

This article explains the Analytics Patient Finder functionality and is part of the Analytics Module. The Analytics Patient Finder is only accessible from the Analytics-Only portal.

How to Edit Patient Finder Columns

  1. Access Patient Finder from the left side menu of Analytics

  2. Open or create the list you would like to view

  3. From the upper right corner, click on the Edit Table drop down menu

  4. Select and deselect any of the columns to narrow down the information that will be visible in the Patient Finder list

Once you're done, you can export the list! Learn more here.

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