It would be helpful when it is posted in the journal automatically when a letter is sent, what kind of letter it is. It just says letter and you can't open it up to look at it either. For example: Delinquent Letter, NP Welcome Letter. There is a big difference in these letters but no way to distinguish in the journal. Thank you.

I need to run a report for our archived patients using the dates 1/1/2010 to 6/15/2015 to find all patients who had D2740 performed. Unfortunately, archived patients go to the great beyond and the only way to find them is to unarchive them one by one.
I need this report to help us with a class action lawsuit with 3M.
Thanks

Medical update form on the insurance part it only allows the guarantor not the insured policy holder merge

It would be great if you could pull up a report (or letter) for tracking which hygienists were sending orthodontic referrals to incentivize more hygiene referrals and also to be able to track which patient's have been referred.
The report would need to include:
1. Patient name referred for orthodontics
2. Patient phone number
3. Provider who referred and entered the referral code/no-charge code (and not the doctor that is tagged to that specific patient)

Dentrix is only compatible with Microsoft word right now and in 2019 it needs to have more options. Google Docs is a great FREE tool and Dentrix should move in the direction of allowing usage of it. Google is everywhere

It would be so much more efficient if exported data fields would be received by Excel with auto-fit functionality. This would ease the burden of painstaking adjusting column widths.

(Side Note: Mobile phone data enters into report with "Pager" as its heading. Should correlate accurately.)

We would like to be able to add our letterhead to Dentrix so our Doctor can type his letters on it, and we can email it directly from Dentrix, rather than him having to type it, print it and us scan it or snail mail it. (We are a specialist office, we send correspondence letters to all GP's or specialists that refer to our office.)

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.

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

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.)