Dentrix Ideas

Don't include "patient notes" with "guarantor notes."

We are having the problem that "patient notes" from the family file are being included in our AR reports when we select that we would like "guarantor notes" on that report. The issue is that we use patient notes for personal items, but guarantor notes for financial information. When we print an AR report to work from, it's cluttered with irrelevant information. Can these please be separated?

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  • Aug 4 2020
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