How can we improve Dentrix?

flagging patients who are due for a medical history update

We like to have an updated medical history for every patient every 2 years. Other than pulling every single chart to check for when the last update was done, it would be nice to have a place on dentrix to mark when they are due for a new med history update. The flag could come up on the patient chart just like when they are due for prophy or x-rays.

480 votes
Sign in
Sign in with: sso facebook google
Signed in as (Sign out)
You have left! (?) (thinking…)
angela shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →


Sign in
Sign in with: sso facebook google
Signed in as (Sign out)
  • Kristi commented  ·   ·  Flag as inappropriate

    We just created a code for health history updates and added it into continuing care. works great!

  • Jennifer Reeves commented  ·   ·  Flag as inappropriate

    Our office just adds it as a “continuing care” item. I created a dummy code that gets entered just as a procedure would into the ledger whenever a patient does update the record, & cc sets for 12 months out. My only struggle is getting the front desk to ENTER the update....

  • Anonymous commented  ·   ·  Flag as inappropriate

    Medical history needs to be done every year by law in Florida need a better way to check it without having to check the document center every time the patient is scheduled

  • Siobhan W commented  ·   ·  Flag as inappropriate

    Agreed having to check F.F. and Doc Center for update info is time consuming. As the Health update box in the appointment does absolutely nothing to alert the FD this needs to be done. Maybe when checking the box it add's a similar "musical note" to the appointment???

  • Brianna commented  ·   ·  Flag as inappropriate

    We typically put a note in the appointment stating if the patient needs to update their medical history. We also do that every 12 months. The questionnaires also alert us once we click on them if someone is due.

  • mokap commented  ·   ·  Flag as inappropriate

    For some reason Dentrix leaves these management tasks out of development. Alert systems like this can and should be included in an updated version of Dentrix. These should be included already. It would be nice to have a way to alert us when medical history needs to be updated, perio charting...

  • Kim - commented  ·   ·  Flag as inappropriate

    We actually update health histories every year when patients come in. We've come up with a way to stay on top of this thru the continuing care program. A pop-up alert would be amazing. I know that the AxiUm software program does this. The problem with continuing care health history set up is that it is only as effective as the persons using the system and their ability to look at the box to see if the update is due. Please come up with a pop-up! Thanks! ~Kim

  • Agnes Hughes commented  ·   ·  Flag as inappropriate

    Our health history is in the questionnaire module with an expiration after 11 months. The Daily Huddle report lists all patients with an expired questionnaire.

  • Amanda commented  ·   ·  Flag as inappropriate

    Sorry, Just noticed your request for expanding on the solution we use. It is what Jamie has listed. It works really well. I created a continuing care in the pt family file listed as medical update. You can set up your own and have it default to whatever time frame you want. We make sure that each appointment when it comes up as due in the continuing care has a code for medical update so when you close out the appointment it auto updates, just like prophy or exam. I hope this helps.

  • Jamie F commented  ·   ·  Flag as inappropriate

    in the family file where the continuing care is we added a medical history to be updated every two years

  • Amanda commented  ·   ·  Flag as inappropriate

    We added a continuing care button for the medical update. That way it tells us. We updated everyone as they came in, so it took a bit of time, but now everyone is on schedule and we need only look at their cc to see if they are due.

Feedback and Knowledge Base