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
    15 Apr 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
    15 Apr 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
    09 Apr 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
    15 Feb 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.

  • Guest commented
    July 20, 2021 21:36

    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
    December 17, 2020 19:18

    Also have it look at archived accounts

  • Guest commented
    June 02, 2020 22:29

    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
    March 12, 2020 02:07

    Including archived ot inactive patients

  • Guest commented
    September 18, 2019 17:24

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

  • Guest commented
    July 09, 2019 04:15
    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
    July 09, 2019 04:15
    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
    July 09, 2019 04:15
    If you get their S.S.# you can not enter them twice.
  • Guest commented
    July 09, 2019 04:15
    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
    July 09, 2019 04:15
    Anonymous: Entering the patient's SS number would be a simple fix if all patients were willing to provide it.
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