Dentrix Ideas

Check for patient duplicates before adding new patient

When you fill out the "Enter New Patient Information" fields and press "OK", it would be nice for Dentrix to check the fields with existing patient information in the database. If it finds a duplicate, or even 75-80% similar, it will ASK if we are sure we want to create that new patient, just in case the new patient is an existing patient's son that has the same name and address. This will prevent adding any duplicate patients and would make life A LOT easier. Thank you!
  • Guest
  • Jul 9 2019
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  • William Scholes commented
    18 Nov, 2025 10:07pm

    Also, give the option to include archived patients in the search for patients when scheduling appointments. Why can archived only be searched within the family file.

  • jarred seid commented
    11 Nov, 2025 03:58pm

    Would love to see this in Dentrix! It's been a problem in our office when patients tell us they have never been here before but they have. When you enter the patient DOB for a new patient, there should be a pop up to ask if it's duplicate

  • Teri Donna commented
    1 Oct, 2025 08:58pm

    this would be VERY helpful!!

  • Guest commented
    1 Jul, 2025 01:40pm

    This is needed! We have this issue often and it is a pain trying to merge charts. Please consider adding.

  • Guest commented
    17 Jun, 2025 08:16pm

    THIS! yes I hate trying merg duplicate charts!!!

  • John Jones commented
    5 Feb, 2025 04:52pm

    This is needed and long overdue. New Office manager informed me that her old office had this in Eagle Soft and Carestream. When you enter DOB they pop up list of matches to ask if duplicate. Many will refuse SS# (I don't provide it).

  • Guest commented
    15 Oct, 2024 06:46pm

    This would be great!


  • Guest commented
    5 Sep, 2024 01:58pm

    The option to merge patients into one chart would also help!

  • Suzi Wright commented
    12 Aug, 2024 02:12pm

    That would be a great feature!

  • Daphne Stiles commented
    25 Jul, 2024 07:48pm

    PLEASE add this feature back to where when you are putting in a new patient, it will give you an alert that same pt with same dob exists.

  • Guest commented
    15 Apr, 2024 08:05pm

    yes this is great! Also if added a birthday slot for new patients it would help search for the possibility of it being an existing patient.

  • Megan Jones commented
    15 Apr, 2024 02:03pm

    This would be a huge benefit especially since you can't merge duplicate charts unless you are using the hospital version.

  • Jill McDonald commented
    9 Apr, 2024 04:54pm

    Of course it's feasible....We are presented with possible matches when patients request web portal access. Relying on SSN ignores the possibility that any user could type numerals incorrectly, a person be issued a new number or could have provided an incorrect number. Ideally, SSN should not be a variable just like DOB, humans enjoy the audacity to believe in being infallible.

  • Guest commented
    15 Feb, 2024 03:48pm

    Any updates on this???

  • Guest commented
    12 Apr, 2023 07:46pm

    My front office staff duplicates patients on a consistent basis and it is exhausting. Once things are entered into the file the duplicate patients xrays, clinical notes cannot be transferred and the duplicate patient cannot be deleted. We need the system to recognize by date of birth because most patients know their date of birth is a requirement but refuse to give SS numbers. This feature would alleviate so many duplicate patients in the system.

  • Guest commented
    20 Jul, 2021 09:36pm

    Many patients do not want to give out their social security number! Need a different way to identify the patient is already in the system to prevent dual patient entry!

  • Simone commented
    17 Dec, 2020 07:18pm

    Also have it look at archived accounts

  • Guest commented
    2 Jun, 2020 10:29pm

    I think this would be a fantastic addition. If it's not feasible, at lease a date of birth option in the New Patient information dialog box when scheduling a NP appointment.

  • Guest commented
    12 Mar, 2020 02:07am

    Including archived ot inactive patients

  • Guest commented
    18 Sep, 2019 05:24pm

    Researching by date of birth would be another way to search for duplicate patients. 

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