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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

355 votes
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    My Voice AdministratorMy Voice Administrator shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Shauna MaughanShauna Maughan shared a merged idea: Add more merge fields for Guarantors and Insurance Plans.  ·   · shared a merged idea: report by filters - Data Fields  ·   · shared a merged idea: Appt. Superbill should be for the current appt., but the date of service is for the NEXT appt..  ·   · 
    Allison SheaAllison Shea shared a merged idea: Letter printing and procedure codes  ·   · 
    Anonymous shared a merged idea: more merge fields to print appt label with day before date & time  ·   · 
    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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      • 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.

      • 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.

      • 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.

      • 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.

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