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
  • Planning to Implement
  • Attach files
  • 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. 

  • Guest commented
    9 Jul, 2019 04:15am
    I'm surprised that this is not already active. It's standard in medical PMS. Same is true for entering coverage - there's nothing to help you see if there's already a match or something close in coverage.
  • Guest commented
    9 Jul, 2019 04:15am
    They have something like that. "The Social Security Number is invalid; it must be unique or left blank. Please verify that this patient has not been previously entered, or correct the Social Security Number." pops up when you try to enter a patient with the same SSN in the Dentrix system already.
  • Guest commented
    9 Jul, 2019 04:15am
    If you get their S.S.# you can not enter them twice.
  • Guest commented
    9 Jul, 2019 04:15am
    I am having a real problem closing out my months. I am sure the change was made because changes were requested, but I wish the option to close out the month the way it was for so long, was available. I have been working with dentrix for nearly 20 years and for the first time I have not been able to properly close out teach month unless I call for the help of a dentrix team member. This has been going on since the summer and I am still trouble!!! very frustrated
  • Dr J commented
    9 Jul, 2019 04:15am
    Anonymous: Entering the patient's SS number would be a simple fix if all patients were willing to provide it.
  • +669