Letter merge: More patient fields
Add more patient fields to letter merge. 
Subscriber ID Number
Primary and Secondary Insurance Group Numbers
Insurance Benefit Renewal Date
We create custom routing slip & would like to be able to pull patient notes onto our routing slip
I would love love love if there was a report that pulled up all the patients by a specific insurance renewal date!
There is a field in Family File for a mobile phone number but no "Data Format" for merging the mobile number into word documents when using QUICK LETTERS. In viewing dtlxm.doc, there is no defined field- Data Format- for a mobile number to be pulled from the family file so it does not print on the merged document (re: pt info/consent form). I called and the Dentrix representative confirmed this. Please add the ability to merge the mobile number from family file to a word document. Thank you.
right now we can only scan to get a list of patients with the same insurance group. We would like to get a list of patients that are in the same group number.
need to be able to merge both emails and fax numbers of referring offices... Currently there is no option to add this field to a new letter
Treatment plan reminders-it would be so nice if you could pull different insurance renewal dates as a merge field. Or at the very least be able to add different renewal dates into the data field. Currently there is no way to distinguish other renewal dates.
I am a Periodontist and would like to print letters to the general dentist to update them on the procedure completed today. There is no letter merge field for ----appointment reason for today-------------. There is one for a future appointment reason but not for the same day. Would be nice. This is really very important for me. I looked into Panda Perio but the cost almost $ 8000 and the inability to integrate the ledgers are problems. Please consider this. Thaks.
Just need to add this field for a phone extension to the data fields. I want to print a report with names and phone numbers but still have to be at the computer to look up extensions for business numbers.
It would be nice to be able to run a report to pull up patients that have incomplete treatment AND list their insurance benefit renewal date.
Make it easy to send patients an 'Use Your benefits Before they Expire!' benefits letter. .Be able to set a filter according to the date a patients insurance plan will renew.
The current filters allow selection of procedure codes and benefits remaining, but not based on when their insurance plan will be rolling over.
Would like the ability to specify within a letter merge to only pull unscheduled treatment planned items, not just treatment planned items.
We need a field for group numbers for letter merges so we can send patients their updated insurance information. Currently all insurance companies deal with group numbers so I feel that there should be one for the letter merges
Your Enhancement Request has been recieved, thank you.
Subscriber ID - Please also add it to the data field of the Patient Report (by filter)
AdminRyan Beardall (Admin, DENTRIX) commented
An easy solution for you is to edit your word template. Rather than trying to use a Dentrix merge field, in Word | Insert | Date and Time, choose the date format and check "Update automatically". Each time the letter is opened for merge, the date will be updated to today's date.
Bruce W (Linda) commented
I'm looking for a quick letter on unscheduled tx. Any recommendation on where I can find a good template in dentrix?
ms. morales commented
i can not open merge list file
Robin Maddux commented
I would like to see a mail merge field that shows how much the patient has paid out of pocket for the fiscal year. I am constantly writing letters for FSA end of year stuff.
Robin Maddux commented
Add a field for prior continuing care appointments. OR have a way to create custom fields.
Most definitely a merge field for subscriber ID [primary & secondary]. Also, the subscriber's name [primary & secondary]. Guarantor is not always the subscriber.
David Pascoe commented
Quickletter merges do not export a specific set of Ccare data. The needs to be a means from the letter template name to force a specific data set. Otherwise the fields are useless because you never know what is going to be exported.
Valarie Stewart, CDA, RDA, CDPMA commented
mobile number would be nice too
Sonja Moug commented
Would definitely like merge fields for fax numbers and email addresses for both providers/referrals and patients.
This is most important for our practice and patient information flow.
There are features available in the Treatment Manager which are not available as filters in Letters. Treatment Manager allows filtering by insurance renewal date, but does not have street address as an available column. It would be extremely helpful to either add insurance renewal month to Letters, or add street address to Treatment Manager.
The glowing team commented
Also the option to have multiple family members included in the same letter would be great!
Jamie Perrin commented
Insurances are using numbers other than the social security number for the Subscriber ID, so a Sucriber ID field would be very helpful for letters that are going to the insurance companies.
Kristi Chapman commented
yes! for sure subscriber id number. :-)