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.

83 votes
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • sso
  • facebook
  • google
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Sandra shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    6 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • sso
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      Submitting...
      • Susie Nosbusch commented  ·   ·  Flag as inappropriate

        We use an appointment status to indicate that the patient still needs the charting completed but we still complete the procedures before we change it to HOT PINK "NEEDS".

      • Taylor Noble commented  ·   ·  Flag as inappropriate

        Just set complete from the ledger or from the patient chart without graying out the appointment box. Once the note is done, then you can change the appointment status to complete AND you wont get in the way of front desk walk outs. Or use the status bar as a reminder, make red status bar mean clinical notes not completed and purple mean ins not batched. Just a suggestion.

      • 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.

      Feedback and Knowledge Base