Dentrix Ideas

1 Vote

switch between old and new workflow

the 'new patient workflow' on the newest update is very time consuming, doesn't capitalize, date of birth has to be formated, you must have the date of birth for the head of household, the zip code function doesn't work properly; please at least g...

Created 10 Jul 08:15pm by fanny etzel

Family File

0 Needs review
1 Vote

Need the option to make a status of NON-Patient again

After the update with the New Patient version the NON- Patient status option has disappeared and the system has converted all those people to New Patient - which they are NOT, we need the option to have a non-pt status for people that are just ins...

Created 10 Jul 07:29pm by Guest

Family File

0 Needs review
1 Vote

Reference to other family member

Please add ability to add reference to another family's member(s). Like the documents are able to have multiple patients attached. As blended families are becoming more common, there are family connections to members of other families. ie: Mom and...

Created 9 Jul 09:17pm by Brian Travers

Family File

0 Needs review
1 Vote

Removing the excessive space between state and the zip code

When we print out statement , we are showing a big space between the state and zip code, the mail is being returned due to the big space.

Created 7 Jul 05:42pm by Guest

Family File

1 Needs review
2 Vote

Update to Adding new patients or adding to existing family

Since the recent update, we’ve encountered a few changes that have impacted our workflow efficiency: Unable to Mark Parents as Non-Patients When adding a parent (as a plan holder or primary contact), we no longer have the option to designate them ...

Created 2 Jul 08:29pm by Guest

Family File

1 Needs review
11 Vote

Add status of Deceased to Patient Stuts

It would be very helpful if we had more status choices other than Patient, Non-Patient, Inactive, and Archived. When a patient passes, this would be a much easier way to show a patient Deceased.

Created 8 May 02:43pm by Guest

Family File

0 Needs review
56 Vote

Make the mobile phone number default

It would be nice if the mobile number is the default since most people no longer have a home phone.

Created 22 Jul 01:50pm by Karen Kimrey

Family File

1 Needs review
3 Vote

Restore Resizing for Family File and Ledger Windows

As of the 6/11/25 update, the Family File and Ledger windows can no longer be resized. This impacts efficiency, as many users rely on viewing both side by side without overlap. Please consider restoring window resizing to support smoother multitas...

Created 11 Jun 07:39pm by Guest

Family File

1 Needs review
9 Vote

Inactivate entire family at once

If a family moves, or all go to another dentist it would be easier to inactivate the whole family at once instead of individually

Created 9 Apr 12:43pm by Carri Stevens

Family File

0 Needs review
2 Vote

Separate a family member from family file

I have a former husband and wife and can't split them up now-how awful will it be if one of them marries and their walkouts show ex spouses? also children grow up and would like to move them out of the family file to their own. This will create so...

Created 17 Jun 08:49pm by Guest

Family File

0 Needs review