How can we improve Dentrix?

Completing appointment without Clinical Note

We should NOT be able to "gray out" or complete the appointment on Appointment Book View if 1) insurance has not been batched for the day and 2) if No clinical note was signed.

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    Sandra shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    4 comments

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      • james clayton commented  ·   ·  Flag as inappropriate

        I definitely think this or some formation of this would be fantastic!! It would force our providers to complete their clinical notes in a timely fashion!!! I like Dr. Patel's suggestion of an icon showing up with a list of unsigned, uncompleted clinical notes.

      • Dr.Patel commented  ·   ·  Flag as inappropriate

        I definitely think that this is very important. At this end of the day, I want to be able to know which charts are signed off and which at not at a glance. However, I think that changing the meaning of the "graying out" function with lead to some complications the front desk communication but it would be awesome if there was an icon that showed up or small scree that popped up with a list of patients that do not have write ups signed off. It would be even better of this list has clickable links that would take me straight to the patient in question's chart.

      • Sandra commented  ·   ·  Flag as inappropriate

        @Anonymous sometimes clinical notes are not signed off, completed, or worst, not even put in. It could be days/weeks/months until it's caught. By not being able to complete the appointment, it forces everyone to complete their tasks. I feel a lot of the time, people like to see the gray appointments to determine their day but it should be the other way - people need to complete their tasks to determine if the appointment is fully completed.

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