Birthdate in new appointment window
its is very important to get birthdate for a pt when new appt is made, i am surprised that this is not advised before , nor the requirements team or testing team has pointed or its in the list. whatever that feature is very important
Thanks for the information, I’ll re-open the idea and ensure it’s documented.
We put the dob in the notes at the bottom of the appointment. We also do put the patient in the system but we do it as a non patient. That way we can put insurance info etc in. We don't put the dob in (we put it in the other ID box). That way the patient can still do the online questionnaire from home and it recognizes them as a new patient. If there is a dob in the system it will not let them fill out the questionnaire online. Dentrix will not recongnize them as a new patient until you mark them as a patient and put in the first visit date. Hope this helps!
When you schedule the NP and your asking for address, name, number why not be able to but in DOB??? It should be on that screen. It takes many steps to go in an add that later. Please make life easier and add the DOB in the new patient screen :)
This would be great. The more information that can be included in the new patient information window, the better. Birthday, Insurance Company, etc would be amazing. We do not actually create a family file for the patient until they physically show up for the appointment and entering the information takes a lot longer than it would if we were able to get it in advance. Also helps greatly with being able to verify insurance. TY!
Our office doesn't activate a NP until they have arrived in our office due to how Dentrix tracks NP in the reports which is directly related to this feature. I wish that Dentrix would track this by using a comprehensive exam code once its posted in the ledger instead. This would allow activation of a NP and would let us enter ALL their information (ie: xrays from another office, ins, DOB, SS ect) This takes alot of time when you have to wait to activate the chart when they are in the office, and everyone is waiting on you to import data for the appointment.