How can we improve Dentrix?

Merge all available information from all fields in Dentrix.

Merge all available information from all fields in Dentrix.

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

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    My Voice AdministratorMy Voice Administrator shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    28 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        This would be helpful for letters, label and patient correspondence to be able to accommodate our patients walking out the door the same day! SAME DAY APPOINTMENT date merge field!

      • Fabby OchoaFabby Ochoa commented  ·   ·  Flag as inappropriate

        If y'all can add element code for
        Age
        subscriber ID primary and secondary insurance it will make our world easier.
        We utilize this on the route sheet and we are having to manually enter information in every single sheet since there is no code for it.

      • TiaTia commented  ·   ·  Flag as inappropriate

        When running a report by filters, it would be good to have Subscriber ID and Group Number as a data field options.

      • Anonymous commented  ·   ·  Flag as inappropriate

        When drafting custom lists based on procedures codes completed on a certain date, it would be a nice option to be able to have the completion date as one of the fields. Right now, it pulls the future appt date information.

      • Info@lumendental.comInfo@lumendental.com commented  ·   ·  Flag as inappropriate

        I believe it would be easier for users to make their own list if the insurance companies were also put in to a selector. So you can pick and choose what companies you want.

      • Shauna MaughanShauna Maughan commented  ·   ·  Flag as inappropriate

        We need more merge fields:
        Guarantor Details (address, phone, etc...) like you can find in quick labels
        Subscriber Details - Birthdate, ID
        Insurance Plan - Primary and Secondary - Fee Schedule attached to plan, Payer ID, last update etc...

        We would like to be able to export EVERY field in the Patient set up, and Insurance set up to create a letter and an excel spreadsheet similar to the Patient Route slip (with some extras). The fee schedule on the insurance plan and missing subscriber birth dates or subscriber ID's are the most vital.

      • office@TewksburyDentalAssociates.comoffice@TewksburyDentalAssociates.com commented  ·   ·  Flag as inappropriate

        I would like to see the option to include patient id#'s and group #'s added to the list of data field options. It would greatly help when doing any insurance plan clean up or when a large employer has a insurance company change.

      • drapermckinney@gmail.comdrapermckinney@gmail.com commented  ·   ·  Flag as inappropriate

        The appointment Superbill which lists all procedures commonly performed in a dental office, as well as various patient information. I was told that this "letter" was developed as a possible itemized receipt that a patient might submit to their insurance company. BUT, the appt. date, appt. time and Date of Service were set to EXCLUDE today's date. That makes the Date of Service show up as the patient's NEXT appt., which might be months from now. Please allow the Superbill to be dated for the patient's current appt. as the Visit Form and Encounter Form do.

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

        At present, a document can be attached to procedure codes (in the Procedure Code Editor, chose Edit Note. You can add Recommendation Notes and/or Recommendation Documents). If those Recommendation Documents recognized and worked with merge fields, this would be awesome!

      • Allison SheaAllison Shea commented  ·   ·  Flag as inappropriate

        In our old system, when we entered specific procedure codes, the system automatically prompted us to print letters to referring dentists and patients. The code was linked to which letters had to be printed and came up automatically to be printed. We then edited it and printed it right away. This way it was not forgotten.

      • Anonymous commented  ·   ·  Flag as inappropriate

        more merge field to print appointment label with day eg. Monday -Friday before date & time

      • 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.

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