Task list reminders
Would like to be able to schedule reminders that display. For calls to be made, letters and reports to be printed, and various tasks, and the ability to check them off as they are done (could be added to Office Journal). Specify which provider or staff the alert is for. Also need call reminders in the appointment book. Should have an option to attach a "beep" or "chime" to the reminders to catch their attention. When the reminder pops up, should have options to cancel, remind again in five minutes, remind again in one hour, remind again in one day (for tasks that aren't time-critical and can't be done on busy days), remind again in one week or a specified range (one month, one year,etc.), or print reminder message. When setting up tasks to be reminded of, should be able tospecify whether this is a one-time only task, a daily task, a weekly task, a monthly task, etc.
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(Admin, DENTRIX)
shared this idea
33 comments
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Donna Robertson
commented
I would love a task list reminder. There is so much to do and only 8 hours in a work day. And my memory chip does not hold enough memory running the front desk by myself. This would be a nice feature. We can all use a little reminder.
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alan
commented
needs to have a chime or beep to alert the staff that a patient has arrived in the office rather than just the change in status color which is of little value as i cannot see the change while i am working yet a chime would immediately alert me that a change has occurred
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Tiffany
commented
Yes a to-do list would be beneficial....our office currently uses the events for our reminders in the appt book(right click) but a separate area would be better.
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Kevin Burleson
commented
A) We follow up with patient procedures by adding a "Scheduled Event". It would be great to be able to add a patient (along with phone number info)on a scheduled event. This way we don't have to go to 2 different places for phone number(s).
B) Make it easy to add this info to the paitent's clinical notes.
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LWhenryDDS
commented
This is a great idea. Although we have a smaller office, we each have jobs that need to be completed daily and special tasks that come up beyond those. It would be beneficial to us if new tasks could be added at any point, and with due dates, to be able to alert the provider if things have not been completed in a timely manner.
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toni
commented
Our office have been using EVENTS for our reminders.. it has been pretty great for us it is just a right click, then just under the new apt it says event. and from there we just put our own little note in for a reminder and our initals to know who needs to do it..
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zack
commented
Please don't forget to include a manager's view which shows various team members task status -specifically, show tasks that are due or overdue viewable by date and / or team member.
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Valarie Stewart, CDA, RDA, CDPMA
commented
it would be nice for reminders to function similar to task reminders in Outlook. We don't care for the notes section of the appt book because it's easy to forget it (out of site/out of mind). When we need call reminders, we usually schedule events in our "extra" column, but having a 'pop up' would help keep folks on task. Let's face it, days can get busy and it's easy to get pulled in multiple directions that contribute to those 'reminders' being forgotten.
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Diane G
commented
I use the Notes section on the appt book, which I also print to the Appointment book view (prints below the schedule) and highlight to remind myself of all the to-do's. I keep a hard copy of the schedule beside my desk in case of a power outtage, when you wouldn't be able to access the schedule otherwise. Just a fail safe for me. At the end of the day, the doctor gets the copy with the production and collection on it for easy reference. PracticeWorks post-it's were great, too. Yes, I miss them.
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Marie Sayour
commented
This sounds very similar to the option that I am requesting
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Marie Sayour
commented
I would like the Dentrix program to be able to keep a log of all correspondence with patients when you are trying to follow-up and get a pt in for treatment. For example, let's say I called the pt last month to sched and he gave me an excuse why he can't come for treatment. I want to be able to follow up in another 2 weeks or later and I want these notes to pop up on the day that I need to follow up again and it needs to show all previous correspondence and dates. I'm really very disappointed in the fact that this program does not have this feature. I worked at another dental office and they had a program called "Dr Dean" that had this feature. I would be really grateful if you would consider this matter. Thank you.
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Carol Bailey
commented
We were with Practice Works years ago and they had a post-it note option. When we switched to Dentrix in 2006 we requested they work on a similar option. To date, no luck with that! It may seem a minor thing, but those little tweaks are what keep us happy. I don't know what the hold up is. Dentrix better get with it or some of the other systems out there will be taking their market share.
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Carrie
commented
I would love to see this feature available in the appointment book. Awesome idea.
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Lynda
commented
We schedule an event for this purpose. If it is something you want to remember to do monthly or every Monday for example you can schedule an event one time and have it post to the dates you want it to show up. This works GREAT for us. Then after the event is completed we just change the color to gray (like setting an appt complete).
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Kim Wallace
commented
Wow can't beleive this has been "in the works" for almost 2 years! Whats the hold up. This would be a great feature. We just talked about the need for this again, recently. Please lets get a move on this one!
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Daniel
commented
CHECK OUT HOW ACT! WORKS. I have used for many many years a program called ACT! It is BRILLIANT for taking care of these kinds of things. It's contact-centric (in the dental office patient-centric). It would be PHENOMENAL to add this kind of functionality to Dentrix. Not only for keeping track of things that need to be done, but keeping it all attached to the patient so you can easily see the history. It's far more high-powered than putting items in a task list. The approach is about managing the patient relationship, so you schedule what needs to be done when for the patient....and then it just automatically throws them on the calendar when things need to be done. I LOVE IT!
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Kim Wallace
commented
This would be a great feature. We changed from Patient Base to Dentrix and really miss this feature.
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Karlie Miller, Salina Dental Arts
commented
We recently changed from Eaglesoft to Dentrix and I was suprised to see that Dentrix didn't have a Task Manager. This is something that is very useful in a dental office, or any business office for that matter. Being able to customize weekly, monthly, yearly, or daily reminders that are customizable and can flash up when a user logs into their workstation. This was a great feature and Dentrix should really consider doing something like this to be a leader in Dentrix software and offer the leading technology.
Karlie -
Wanda
commented
Would like this also for a reminder to run a credit card monthly, weekly, etc. I have used the note on the appointment book, but you have to remember to put it on the next month each time. Would be nice to set it up and forget it. Eaglesoft has a task list that works well. You can specify which employee it is for and whether it is high priority or not also. When you sign on each day it should pop up. You should not have to remember to go look at it. Thanks!
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Anonymous
commented
We have used G3 for 18 months and are still mastering the use the office journal for this function. We are a specialty office (perio) and our communications are crucial.
WIthout the paper chart anymore and all digital, we rely on the correct use of the OJ. Specifically, we use the reminder (Red exclamation point) from within the patients OJ, flagging the person that needs to do something (call, write, email, reschedule).
Everybody's job depends on the correct use of the OJ. Keeping ot cleaned up and current, means printing it every few days and putting a paper copy in somebody's in box. They can work on items without having to open it.
The biggest limitation is that from a dentists OJ (with his Red exclam. reminders) they can't jump to a patients doc center, back and for completing tasks and updating (deleting) items on the OJ. In general, handling communications (all the forms) with minimal steps is the limiting feature of dentrix at thsi point.
