Dentrix Ideas

First Visit needs to be filled in 100% of the time

We need "first visit" to show up 100% of the time in the family file since the family file is the first thing we pull up when either calling a patient or they calling us.  It is nice to know if we are talking to a long time or short time patient. Can make a difference on outcomes.  Not all employees remember all patients.   Apparently when we enter a patient that has a spouse or parent that has the insurance we have to  put that person as a NON PT and when eventually that patient does become a patient it does NOT record the "FIRST APPOINTMENT".  It should not matter whether a patient  was in non-patient status or made inactive and then made re active if there is a first appointment.  The first appointment will always be a first appointment.  Please contact me if you have any questions

  • Guest
  • Oct 30 2019
  • Future consideration
  • Mar 30, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

  • Attach files