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
    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! :)
  • Guest commented
    9 Jul, 2019 04:16am
    We recently upgraded from G5 to G6 and thereafter lost the feature to see the pre-printed procedures planned for an appt, which is specified at the bottom of the "PATIENT VISIT FORM: Patient Appts". Our office prefers the PVF to the PRS because Primary Dental Insurance coverage notes are available at a glance for Clinical staff AND Clinical staff then uses the space just below the "PATIENT APPOINTMENTS" as a redundant system to communicate to the Front Office staff edits to treatment planned for the day's appt AND which provider delivered said treatment. Having the planned treatment preprinted on the PVF form obviates the need for Clinical staff to handwrite everything and avoid additional time management concerns in the clinical setting. While this info is, in fact, listed at the top of the "PVF: Appointment", there is little space for clinical staff to write in edits to the appt and thus, lends to communication errors with Front Desk staff.
  • Guest commented
    9 Jul, 2019 04:16am
    We use G6 and it would be very helpful to edit the Route Slip. We want to print the mobile number for patients, not the H and W number, which many people do not use anymore.
  • Guest commented
    9 Jul, 2019 04:16am
    I really like that idea, and we would like to have the capability of doing the same thing at our office!
  • Guest commented
    9 Jul, 2019 04:16am
    I would like to be able to see the "watches" on the routing slips or patient visit forms.
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