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.
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  • Danielle Bass commented
    6 Jun 04:02pm

    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 07:08pm

    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
    2 Apr 07:18pm

    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 08:37pm

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

  • Guest commented
    8 Aug, 2023 07:21pm

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

  • Guest commented
    23 Jul, 2023 08:41pm

    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
    20 Jun, 2023 03:55pm

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

  • Guest commented
    3 May, 2022 04:56pm

    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
    24 Jul, 2020 01:32pm

    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
    9 Apr, 2020 03:07pm

    This would be a great feature to be added on.

  • Laurene Duke commented
    7 Apr, 2020 04:17pm

    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
    16 Jan, 2020 04:17pm

    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
    10 Dec, 2019 02:50pm

    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
    26 Nov, 2019 05:40pm

    Please allow us to customize Route Slips, thanks!

  • Guest commented
    18 Oct, 2019 02:51pm


  • Guest commented
    17 Oct, 2019 01:49pm

    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
    9 Sep, 2019 08:23pm

    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
    5 Sep, 2019 09:22pm

    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!!!! 


  • Guest commented
    16 Jul, 2019 11:45pm

    We should have the ability to customize the route slips.  This is how a patient updates their information.

    We nee the ability to add email and customize our route slips to fit the scope of our practice.   this needs to be done ASAP and is long overdue  

  • Guest commented
    9 Jul, 2019 04:16am
    There is an option to have the planned treatment at the bottom of the PVF in G6. I have it on mine! :)
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