Dentrix Ideas

remove referral requirement and DOB for guarantor or family member

When adding a family member (Ins/guarantor or other) it requires a dob- Sometimes it is not necessary and prevents us from adding a parent to the account.

Remove requirement to add referral for added family members. This give incorrect numbers for our referring doctors. Most added family members are for insurance/guantors and they are NOT patients. Therefore, the new patient report is incorrect.

  • Guest
  • Jun 5 2026
  • Needs review
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