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Letter merge: More patient fields

Add more patient fields to letter merge. [396]

Subscriber ID Number
Primary and Secondary Insurance Group Numbers
Subscriber's Name
Insurance Benefit Renewal Date
Phone Extension
Procedures entered in a date range

345 votes
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    My Voice AdministratorMy Voice Administrator shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    lauren boydlauren boyd shared a merged idea: have treatment completed descriptions entered into a letter for referring doctors automatically  ·   · 
    Dr Barry RosenthalDr Barry Rosenthal shared a merged idea: There is no current data field on dxlet99 to pull Patient notes for Merge letters  ·   · 
    TabathaTabatha shared a merged idea: Insurance Renewal report  ·   · 
    JohnJohn shared a merged idea: Need field definition (Data Format) so "mobile" number will merge to word doc in quickletters  ·   · 
    Judy Judy shared a merged idea: we want to be able to scan for patients with insurance using group number  ·   · 
    CrystalCrystal shared a merged idea: Referring Office Email & Fax - data field to export??  ·   · 
    Anonymous shared a merged idea: Add a report to do insurance filtered by renewal date.  ·   · 
    KellyKelly shared a merged idea: Treatment plan reminders-it would be so nice if you could pull different insurance renewal dates as a merge field  ·   · 
    Anonymous shared a merged idea: appointment reason for today in letter merge.  ·   · 
    Roy TRoy T shared a merged idea: Please add the extension to the data fields when running reports or letters.  ·   · 
    Anonymous shared a merged idea: in Quick Letters can you please add merge fields for Insurance Group #'s and Certificate #'s. Thx.  ·   · 
    JanJan shared a merged idea: List of insurances by reneawl date  ·   · 
    PikelnpnutPikelnpnut shared a merged idea: Be able to filter patients based on insurance plans are going to expire  ·   · 
    AnonymousAnonymous shared a merged idea: Please add tooth or teeth numbers element to word processing data.  ·   · 
    Debra DuclosDebra Duclos shared a merged idea: Letter merge fields for Primary Insurance Group Number and Subscriber ID Number  ·   · 
    Trevor TerryAdminTrevor Terry (Enhancement Request Specialist, DENTRIX) shared a merged idea: Treatment Plan letter - only for Unscheduled TX  ·   · 
    TerryTerry shared a merged idea: Group number for a data field for letter merges  ·   · 


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      • SharonSharon commented  ·   ·  Flag as inappropriate

        Include all of the Meaningful Use required fields: Race, Ethnicity, Language, Gender, DOB

      • MaxMax commented  ·   ·  Flag as inappropriate

        Subscriber ID - Please also add it to the data field of the Patient Report (by filter)

      • Ryan BeardallAdminRyan Beardall (Admin, DENTRIX) commented  ·   ·  Flag as inappropriate

        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.

      • CynthiaCynthia commented  ·   ·  Flag as inappropriate

        I'm looking for a quick letter on unscheduled tx. Any recommendation on where I can find a good template in dentrix?

      • Robin MadduxRobin Maddux commented  ·   ·  Flag as inappropriate

        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.

      • SusanSusan commented  ·   ·  Flag as inappropriate

        Most definitely a merge field for subscriber ID [primary & secondary]. Also, the subscriber's name [primary & secondary]. Guarantor is not always the subscriber.

      • David PascoeDavid Pascoe commented  ·   ·  Flag as inappropriate

        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.

      • Sonja MougSonja Moug commented  ·   ·  Flag as inappropriate

        Would definitely like merge fields for fax numbers and email addresses for both providers/referrals and patients.

      • TerryTerry commented  ·   ·  Flag as inappropriate

        This is most important for our practice and patient information flow.

      • DonnaDonna commented  ·   ·  Flag as inappropriate

        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.

      • Jamie PerrinJamie Perrin commented  ·   ·  Flag as inappropriate

        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.

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