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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  • Guest commented
    27 Jul 22:26

    excellent suggestion

  • Guest commented
    09 Jul 19:36

    Excellent suggestion

  • Alice Rodkey commented
    13 May 16:14

    !00% agree. I have worked with 2 other dental programs in my 35 year dental career and have always been able to see duplicate patients.

  • Guest commented
    28 Apr 15:47

    100% yes, its so frustrating when you add a new patient and theyve been there before, its a mess to merge xrays and files when you find out after the appointment

  • Tracey W commented
    24 Mar 18:46

    This is LONG overdue. I have never worked with any software that didn't search for duplicate birthdays when entering a New Patient. Did not matter if patient was active, inactive or archived. Being allowed to merge charts including all patient information, ledger, x-rays, documents, etc is also needed in a BIG way.

  • William Scholes commented
    November 18, 2025 22:07

    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
    November 11, 2025 15:58

    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
    October 01, 2025 20:58

    this would be VERY helpful!!

  • Guest commented
    July 01, 2025 13:40

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

  • Guest commented
    June 17, 2025 20:16

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

  • John Jones commented
    February 05, 2025 16:52

    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
    October 15, 2024 18:46

    This would be great!


  • Guest commented
    September 05, 2024 13:58

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

  • Suzi Wright commented
    August 12, 2024 14:12

    That would be a great feature!

  • Daphne Stiles commented
    July 25, 2024 19:48

    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
    April 15, 2024 20:05

    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
    April 15, 2024 14:03

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

  • Jill McDonald commented
    April 09, 2024 16:54

    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
    February 15, 2024 15:48

    Any updates on this???

  • Guest commented
    April 12, 2023 19:46

    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.

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