Enhancement Requests

Do you have an idea for a new feature in Dentrix?

Welcome to MyVoice, the feedback site where you can enter, vote on, and view the status of requests from customers like you, to improve and enhance the Dentrix software.

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You may search for an idea using the field below, or enter your own idea if nobody else has made the same suggestion. To vote on an idea, simply click the “vote” button that is shown beneath the vote tally for each suggestion.

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  1. Check for patient duplicates before adding new patient

    When you fill out the "Enter New Patient Information" fields and press "OK", it would be nice for Dentrix to check the fields with existing patient information in the database. If it finds a duplicate, or even 75-80% similar, it will ASK if we are sure we want to create that new patient, just in case the new patient is an existing patient's son that has the same name and address. This will prevent adding any duplicate patients and would make life A LOT easier. Thank you!

    64 votes
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      1 comment  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
    • Birthdate in new appointment window

      its is very important to get birthdate for a pt when new appt is made, i am surprised that this is not advised before , nor the requirements team or testing team has pointed or its in the list. whatever that feature is very important

      128 votes
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        3 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
        Trevor Terry responded

        Thanks for the information, I’ll re-open the idea and ensure it’s documented.

      • Completing appointment without Clinical Note

        We should NOT be able to "gray out" or complete the appointment on Appointment Book View if 1) insurance has not been batched for the day and 2) if No clinical note was signed.

        68 votes
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          4 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
        • Entering STAFF ID should be mandatory and the system should NOT just use who last made appt.

          At this time when using pinboard - the computer leaves the original ID in Staff ID. When changing or making new appt - this should go blank and always require the person making the appt add their ID. The history is an important feature but this is important. IE I don't make appt anymore yet my ID is still connected to the new appt made using the pinboard.

          179 votes
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            6 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
            Trevor Terry responded

            Thank you for reaching out to me, I’ll ensure that our development team is aware of this request.

          • 11 votes
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              3 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
            • changing the status of an appointment when rescheduled

              The appointment book should automatically change the status of the appointment to "none" when moved to the pinboard. This would prevent any mistakes from thinking an appointment is confirmed when in reality, someone just forgot to change the status when it was rescheduled.

              14 votes
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                0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
              • APPOINTMENT STATUS CHANGE WHEN RESCHEDULED

                APPOINTMENT STATUS CHANGED BACK TO NONE WHEN RESCHEDULED -- ALSO FOR APPOINTMENTS TO BE ABLE TO BE CHANGED TO CONFIRMED THROUGH THE AUTO-CONFIRMATION WHEN IT'S ON THE LMM STATUS =)

                27 votes
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                  0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                • The ASAP list needs another column at the end that has a place for comments as to what the desired time is for the requested appointmen time

                  There is space at the end of the column to put comments on the asap list as to what the patients requested time or days would be preferred.
                  The only way to know their request is to open the scheduled appointment and put comments on the bottom, which is way more time consuming.

                  10 votes
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                    0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                  • Have First Name only as a view option in the appointment book

                    I'd like to have First Name as a view option in the appt book. That way I don't have to add "preferred names" for everyone. Seems like double the work.

                    12 votes
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                      0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                    • Could you please allow notes to be added to an unscheduled appointment so it can be documented when we have tried to reschedule the appt?

                      Could you please allow notes to be added to an unscheduled appointment so we can document when we have tried to call the pt or if they state they are going to call back, etc.

                      6 votes
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                        0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                      • 10 votes
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                          2 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                        • Birthday Pop-ups

                          It would be great to have birthday pop-ups for patients that are scheduled.

                          3 votes
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                            0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                          • Event blocks auto track when created and by who.

                            Just like in chart notes and scheduling an appointment it tracks when it was created and by who.

                            4 votes
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                              0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                            • 2 votes
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                                0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                              • Load Entire Family to Pinboard

                                It would be beneficial to pinboard an entire family or multiple members of a family all at once. Right now you have to do it one at a time, but if you have a family that calls trying to schedule for 3+ people, it would be helpful to not have to click and search for every individual patient. It would speed up scheduling appointments immensely. Especially when on the phone.

                                4 votes
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                                  1 comment  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                                • Appointment histroy

                                  Appointment history needs to show information under the first modified where the original appointment was scheduled.

                                  5 votes
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                                    0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                                  • I have issues with staff not putting in their initials when making an appt. can you place a pop-up that does not let them bypass this field.

                                    a pop-up that does not let the staff bypass the area for their initials when making appointments. This would help a lot, that way they do not have a choice they will be forced to input their initials. I want to see it in the appointment, I don't have the time to run off a report to find the information

                                    4 votes
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                                      0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Staff Ownership Of Appt. & Changes

                                      Suggestion:

                                      I would like a feature, that once a appointment is created, any changes attempted or made to that appointment, must be initialed off by the staff member making the changes. Also, to establish pin's for each employee for their STAFF initials.

                                      I look forward to working with you on building and establishing this features.

                                      Thank you and have a Blessed Day.

                                      6 votes
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                                        0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Put up a calendar that doesn't make you click 3x to go to another date that month. Mediadent had that. One click and you were there.

                                        Also the notes that are placed in the appointment block for the patient, disappear when it is marked complete by the hygienist and then the receptionist can't see them on the pts way out. Give us the option of having either the whole appt block a color for each status instead of the small little squares on the side. These could be used for the doctors colors. It would be easier to see from afar as to when the pt is in office, etc.
                                        Please have a program that allows us to have 300 providers or more. Mediadent had this,…

                                        3 votes
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                                          0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Pt status

                                          Our office is highly wanting a "walk in" status for a pt so we do not have to go in and inactivate that pt or archive them every single time! This would help with getting pt reports properly done and being able to do recalls much easier.

                                          3 votes
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                                            0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
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