Please correct the CC_Prior Work Date data element for Quick Letters to pull the most recent CC visit, not the oldest. We added this data element to our hygiene letters, however, it is not accurately pulling the last hygiene visit date. It is pulling the oldest CC date on the patients record. For example, it may pull the date of the patients last BWs not their last prophy visit.

should be able to apply a date range for birthday cards on patients

Why would an office want to communicate to or about a patient and not have it saved to their chart? That's essentially the mind-set dentrix currently operates on. Would be helpful if this automatically saved and could be edited later if needed because if a letter is generated and something is incorrect you have to redo the entire letter again just to correct the one mistake.

Being able to create a Letter ( Kind of like end of the year letters) but making it more personable and having dentrix to be able to send them out like they do when we generate statements. Example: We are remodeling our office in a few weeks so in the new year I wanted to send out a letter saying happy new year... We have some new changes coming your way Etc., It'd be nice to have that option.

More features on the letters to better segment who gets them, such as adding a feature on the Collections section of Letters & Custom lists to exclude patients with pending insurance claims.

Generate a report, that will show us the patients only that week we have entered, with remaining balances? so we are prepared to discuss this a appt day. without running whole aging report, and not have to go in each ind acct...

I would like there to be an option to remove social security number on the Routing Slip, but still show up in the Family File.

The Routing Slip gets passed around between front desk and around clinic, sometimes not making it back up front. We want to be HIPAA compliant and not have it shown for anyone to see.

Right now the only options are to have both (on routing slip and family file) or not have either (not on routing slip or family file).

In the Letters & List module, please make the feature 'Use Existing List' to generate merge letters available again in G7. It was a very useful feature and absence of it is creating many issues for us. Or suggest a workaround.

Should be able to merge date to quick letters

We need a filter choice for the cell phone # in letters by filters template choices, this is in Data Fields under Patient. Now there is no cell phone #. Thank you!

Add "Subscriber ID" to the data fields available for inclusion in a letter or customer list setup. While the category for Dental Insurance is there, it only includes the plan name but you are not able to include the subscriber ID.

Create a custom letter on Microsoft Word that can be sent out to filtered patients by email (ex:.. active patients.... patients with primary and secondary insurance.... etc.)

In letters, currently there is only an option to be able to select insurances but for some offices, letters are sent out based for those patients that have remaining benefits, so the patients can use those benefits before their year expires. Not all patients' insurance plans renew in January, some renew in other months of the calendar year.

I would like a button to translate any letter into Spanish.

Create a merge field so we can add today's appt date and time. This would be helpful for creating work/school excuse forms.

There needs to be a field option in the custom letters/lists to generate patients that have received a particular letter. For example... find all patients for December that were mailed a collections letter, no show letter, etc.

I need a particular Dentrix "data field" for our custom Patient Information forms we use in the office that Dentrix will recognized as we build a customized quick letter. The data field I am looking for is an "Emergency Contact". This of course, would be for who the patient would like us to contact in case of an emergency. I have gone through the Dentrix Word Processing Data Elements list I have and cannot find one that fits what I need.

I'd like to sort my patients by total production and collections for any time period for marketing purposes.