Dentrix Ideas

Customize Route Slips & Patient Visit Forms

We should be able to REALLY customize the Route Slips and Patient Visit Forms! I work in a dental office and feel that the Route Slips give too much information, but the Patient Visit forms just don't give enough. I like certain information boxes from each form, but we are not given the ability to mix and match the forms. In our office we need something simple, but that gives detailed information about that days visit. (Procedure, Procedure code, Description, Cost - Patient Name, DOB - But still a blank space that the clinical team is able to write notes if needed) To achieve this I would do a perfect mesh of the Route Slip and Patient Visit form!! But I've tried every combination imaginable within the separate forms to try to customize it to meet our needs as close as possible, and I can NOT achieve this... :( So very frustrating! It seems like it wouldn't be that hard to create a 'Custom Visit Form' that each office could then go in and select what information they want presented on the form...??? Please, please, please make this an option!
  • Guest
  • Jul 9 2019
  • Future consideration
  • Jul 9, 2019

    Admin response

    Thanks for the request.
  • Attach files
  • Guest commented
    12 Nov 19:08

    if we could have the insurance notes print on the route slip like it does on the visit form would be as close to perfect as we could get- please and thank you!

  • Guest commented
    21 Oct 18:24

    It would be really helpful to be able to have medications listed on either route slip or patient visit form like medical conditions and allergies are listed

  • Danielle Bass commented
    06 Jun 16:02

    Yes! What is the status of this. I vote to customize route slips. Email and preferred pharmacy would be so helpful! Especially highlighting certain meds or allergies

  • Aleisha Avery commented
    16 Apr 19:08

    Being able to see all demographic info on routing slips would allow patients to easily view and acknowledge any updates needed. We currently are looking to add email & preferred pharmacy.

  • Guest commented
    02 Apr 19:18

    I would like the route slip to also show the fee schedule attached to that patient. Insurance changes and it is easy for front office to forget to change the fee schedule. If we could see that at a glance on the route slip it would be great!!

  • Guest commented
    13 Mar 20:37

    Again, still need to be able to customize the route slips! Its now 2024. What's the status on this?

  • Guest commented
    August 08, 2023 19:21

    We still need this!!! Its 2023!!!

  • Guest commented
    July 23, 2023 20:41

    On the patient route slip I'm shocked that the insurance information section doesn't include the the subscriber ID, DOB, or insurance company phone number.

  • Guest commented
    June 20, 2023 15:55

    ALL medical history should print on Visit forms, including medications.

  • Guest commented
    May 03, 2022 16:56

    Would love to be able to edit route slip. We do not want inactive family members showing up. We work the family recalls often and see who needs an appointment, but if a child is grown and is not a patient any longer, they still show up, even if the family is marked in-active or "insurance only".

  • Crissy commented
    July 24, 2020 13:32

    I would love to be able to give the patient visit form as a walk out but it either has too much information or not enough. The form is VERY busy and not easy to read.

  • Guest commented
    April 09, 2020 15:07

    This would be a great feature to be added on.

  • Laurene Duke commented
    April 07, 2020 16:17

    terrific idea !! so many ways we can use the data printed on each pt - This will make the route slip more useful each day .

  • Guest commented
    January 16, 2020 16:17

    We had a power outage yesterday and were unable to contact some patients due to the fact that the Route Slip does NOT show the patients cell phone. We are a paperless office. IT is very frustrating that we can not customize the information that we would like to have on our route slip.  We also have been requesting a place for emergency contacts. That should also show up on the Route Slip. PLEASE make this update a priority.

  • Lanette Henry commented
    December 10, 2019 14:50

    As a paper less office - A Patient Visit form or Patient Route Slip is the only printed paper for every one of our patients seen in our high volume pediatric dental office. To be able to Customize these forms or even have the ability to add a box for our own information would be greatly helpful!

  • Sandra Vargas commented
    November 26, 2019 17:40

    Please allow us to customize Route Slips, thanks!

  • Guest commented
    October 18, 2019 14:51

    PLEASE ...THIS IS SOMETHING THAT IS DEFINITELY NEEDED. 

  • Guest commented
    October 17, 2019 13:49

    We use patient visit forms, and I print them on a form we created with completed treatment, future needs and a tooth chart. Works for us, but would love options. Great ideas!

  • Robynn Smith commented
    September 09, 2019 20:23

    This would be EXTREMELY helpful! It would also be nice to add a place to circle if the patient needs referred out and if there is an expected Lab Return date to be noted for the front desk to know when the patient should be expected to come back.

  • Guest commented
    September 05, 2019 21:22

    We need to have where on the patient visit form the information  below the word  Appointments is taken out due to our office puts notes there that the pt shouldnt see. We use this as a way for the pt to "update" ppw.  When you  print one now it says things such as

    1 wk call LVM gm 

    pt called and stated she had toothache on same area,etc

    pt is a christmas ornament 

     

    These are the things we dont want put on there when printed for following day. Please VOTE!!! We need all we can get!!!! 

     

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