Dentrix Ideas

Merge Duplicate Referral Providers

I would like to be able to merge duplicate providers in my referral maintenance.  Over the years, employees have added new referrals instead of using existing referrals and I have duplicates.  To delete the duplicates, I have to manually go in to each patient and change their referred by doctor. It would be so much easier if I could simply merge the two doctors into one and keep all the referral information for each patient in tact without having to manually change each patient.  

  • Guest
  • Oct 22 2019
  • Future consideration
  • Oct 24, 2019

    Admin response

    Thank you for the suggestion.

  • Attach files
  • Guest commented
    06 Nov 14:33

    Yes!!! We need this!

  • Jennifer Rooney commented
    05 Jun 18:03

    Agreed this is an important need - please let us know when it is available

  • Guest commented
    May 14, 2020 12:48

    Yes! this is what I need as well!