Dentrix Ideas

Email treatment plans to patient

If we could email treatment plans to patients that would be great! Many patients have ask if we could do so but I end up mailing it to them.
  • Guest
  • Jul 9 2019
  • Likely to Implement
  • Jul 9, 2019

    Admin response

    Great idea, thanks for submitting it!
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  • Marg commented
    20 Aug, 2020 12:11pm

    you can print it to doc center and send from there already

  • Elizabeth Goldin commented
    10 Jan, 2020 03:10pm

    We have been using Zuub for this in our offices for almost 6 months now. They have an integration with Dentrix and it automatically pulls in all the required data around treatment planning and creates a more user friendly treatment plan presentations that include procedure descriptions, videos, any financing options offered by the office and sends it securely as a text or an email to the patient. It also allows the patients to request an appointment as well as apply for financing while reviewing their treatment plan.

  • Janice Clouston commented
    2 Jan, 2020 09:17pm

    You can already

  • Leslie B commented
    18 Jul, 2019 07:50pm

    You can do this if your office has a scanner.  Just scan it in and attach it to the email

  • Guest commented
    9 Jul, 2019 04:30am
    i would love to be able to do this!
  • Guest commented
    9 Jul, 2019 04:30am
    YES,yes,yes....let's do it.
  • Karen Smith commented
    9 Jul, 2019 04:30am
    You can do that by: 1. opening the treatment plan. 2. click on it, press CTRL, ALT and PRINT SCREEN simultaniously 3. then on the new blank email, right click and paste. 4. The entire treatment plan, in color, will appear.
  • Louis commented
    9 Jul, 2019 04:30am
    screen capture great if all info is on screen. What if you need to scroll to see it all?
  • Jennifer Alexander commented
    9 Jul, 2019 04:30am
    I think you can print to document center, then "send" from there. That also ensures you have a copy of the treatment plan you sent, to refer to if patient has questions.
  • Guest commented
    9 Jul, 2019 04:30am
    You can install a pdf 'printer'. I use the free PrimoPDF software. When I select to print using the PrimoPDF printer, a PDF is created, which I save to my desktop. Then I attach the PDF to email. Clunky, but it works!
  • Guenstige Uebernachtung commented
    9 Jul, 2019 04:30am
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  • Dr. Nason commented
    9 Jul, 2019 04:30am
    A quick way to email the treatment plan would be nice, and also current with today's standard business practices. Many other types of businesses can easily email quotes and other information to their clients. I think it should be SIMPLE and that you should be able to use your choice of email manager. I am not a fan of Outlook...
  • Jessica commented
    9 Jul, 2019 04:30am
    if you copy the treatment plan to the clip board you can email it all the time. I do this daily and it even comes out just like the screen in dentrix.
  • Jessica G commented
    9 Jul, 2019 04:30am
    Download PrimoPDF, free , I use it all the time! and it looks great, no problems what-so-ever.
  • Guest commented
    9 Jul, 2019 04:30am
    There is a program called Snagit. It is awesome. It allows you to copy paste anything on your screen. This will allow you to email x-rays, photos, TP, pretty much anything you can see to whomever you want. I know it would be nice to automatically do it, but this is an alternative until then.
  • Amy commented
    9 Jul, 2019 04:30am
    your able to email them on g4. go to treatment planner. click on the selected case that you want to e-mail. click the copy case detail to clipboard button. then go up to the send message button. you can then right click your mouse, click paste and it will go into an email that is ready to send. if the patient doesnt have an email address in dentrix it will just come up without an email address in it and you would have to manually put it in. hope this helps you. unless you still have an older version. well then your out of luck, lol.
  • Guest commented
    9 Jul, 2019 04:30am
    you can its easy
  • Guest commented
    9 Jul, 2019 04:30am
    If you print the tx plan to the document center you can email it from there.
  • Guest commented
    9 Jul, 2019 04:30am
    treatment plan status update in appointment book and on treatment manager. Very frustrating when you are working the treatment manager and want to give those unscheduled treatment plans an update that you have already called and what the status is: Sealants optional, cosmetic procedures waiting, lost job, waiting till benefits renew, can't afford, need financing... at the procedure and patient level. Do not want to click on the procedure in chart to see this, need it at scheduling and treatment manager level. Front desk does not want to call a patient and then have to open the chart to double click on a procedure to update status or flag folder of which multiple folders do not show in appointment book to see status of some and different status of other procedures.
  • Diane Voss commented
    9 Jul, 2019 04:30am
    Dentrix already has a way to do it. I can email you the directions if you like. Once you do it, it's quite easy. You can email ledgers to patients the same way.
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