Dentrix Ideas

1 Vote

Ability to edit the description or folder location of a signed document.

Once the doctor signs a document you can't move it to a different folder in the document center. Sometimes he signs it and doesn't assign the right folder or puts the wrong date received for correspondence. It would be nice to be able to change this.

Created 15 Dec 01:34pm by Guest

Document Center

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1 Vote

Can we please have the document center locked and signed when the months are closed out!

If someone doesn't sign and lock a consent that is scanned in or an EOB that is scanned in, there is a chance that someone later could manipulate it or accidently delete it. Locking these at month end when we close out the months helps us know eve...

Created 11 Dec 06:27pm by Guest

Document Center

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1 Vote

would like to be able to retrieve deleted documents

it would be valuable to have documents that are deleted by mistake or by employees new to dentrix retrieved or reversed

Created 3 Dec 05:55pm by Guest

Document Center

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1 Vote

"Pin" documents to the top of the document tree in Document Center for easier access.

The hygienists at the practice I work at would be able to access key documents more quickly with this feature. As of now, all the document type folders in the document center are organized in descending alphabetical order, and the documents within...

Created 5 Nov 03:10pm by Guest

Document Center

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1 Vote

Two Document Center Printers

This idea is similar to Auto File Aquire option in the document center. One Document Center Printer they can print to the Unfiled Documents like it exists and another Document Center Printer they can choose that will automatically promt to enter i...

Created 23 Oct 06:09pm by Guest

Document Center

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1 Vote

recall cards in document center

We often us the recall cards document center as a way of confirming to patients that we sent out a reminder card. However we are unable to see the card time patients are always saying that not the time on the cards if we could access them in the d...

Created 28 Sep 07:39pm by Guest

Document Center

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1 Vote

Bulk attaching from documents from Unfiled Documents Window

would like ability to go through all unfiled documents in Unfiled document window and attach to patients without looking each patient up in Document center. This would be great for filing a large quantity of documents. Work Flow - press F2 in Unfi...

Created 24 Sep 07:32pm by Guest

Document Center

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1 Vote

Change back to the way an unfiled document would automatically ask you to edit the document information when you drag it to either the patient name or a folder already present.

The new way creates a Billing statement section automatically, then makes me edit the document to the proper place. This is an extra step as well as an easy way for mistakes to happen.

Created 17 Sep 02:41pm by Guest

Document Center

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1 Vote

Add the ability to place a note or modify a .PDF file in the document center

No description provided

Created 25 Aug 08:14pm by Guest

Document Center

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1 Vote

View list of items added in the document center by a date range

Documents may have been attached to the wrong patient.

Created 28 Jul 08:07pm by Guest

Document Center

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