Dentrix Ideas

Send forms through fax or email

Would like to be able to send billing statements, walkout statements, day sheets, appointment reminders, treatment plans, tooth chart, perio chart, insurance claims, prescriptions and any other necessary forms via e-mail. [5546]
  • Guest
  • Jul 9 2019
  • Gathering Feedback
  • Jul 9, 2019

    Admin response

    We are currently researching this request. Thanks,
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  • tania wu commented
    19 Jun 14:18

    and be able to send statement / receipts directly to patient through the system

  • Guest commented
    08 Jan 22:06

    how to see my fax

  • Maxey Buchwald commented
    August 29, 2023 11:27

    Regarding insurance claims, we need to send the complete claim with attachments to the ins company's appeal company, like P&R. This will save us a LOT of time and headaches if it is one button. It will also help make sure the quality of images is good enough for the reviewer to see the same subtle things that the doctor sees in the office. This has become a problem lately as we are getting a lot of rejections for tooth buildups and SRP's.

  • Guest commented
    May 19, 2023 23:38

    any update?

  • Guest commented
    April 27, 2022 20:55

    any form can be chosen to "print as PDF" or BullZip. The document can be saved onto your desktop and then emailed. This has been around forever.

  • Guest commented
    June 08, 2021 15:17

    Any updates?... We need this to be able to send perio charts for Perio Protect. We have to print the perio charts, and then scan them into our computers again when we should be able to just email them from Dentrix. PLEASE get this updated!

  • Guest commented
    December 15, 2020 16:53

    Still waiting...

  • Kelly Clark commented
    December 14, 2020 20:23

    I see Planning to Implement but no date for implementation. Since this is from July 2019 when is this going to take effect?

  • Guest commented
    November 23, 2020 17:57

    Yep! Everything paper should be updated to fit the modern world and patient demands. What we really want to do is burn this computer. lol

  • Guest commented
    August 10, 2020 18:55

    With so many Dentrix applications "e" (electronic), so should the walkout, payment, treatment plan etc. Thanks!

  • Guest commented
    May 27, 2020 19:32

    sounds great

  • Elizabeth Goldin commented
    January 09, 2020 22:35

    We are also very eager to see this feature. Is there an ETA on this request? Thanks

  • Guest commented
    October 14, 2019 17:28

    adding a feature to be able email statements directly from the ledger.  Also being able to set up their preference for regular monthly statements. 

  • Guest commented
    July 09, 2019 04:33
    I completely agree! Prior to the G4 update, we were able to "export" the treament plans as a PDF, but after the update that was lost. That worked great because I could save it to the hard drive and then email it or whatever. So if we could get that back, and do the same for all the other things listed, it would be awesome!
  • Guest commented
    July 09, 2019 04:33
    Totally agree!!!! It would save time and papers...that's the entire point of paperless right?
  • Guest commented
    July 09, 2019 04:33
    Totally agree!!!! It would save time and papers...that's the entire point of paperless right?
  • Guest commented
    July 09, 2019 04:33
    I requested the same thing but specifically for email purposes w/ the ability for online payment as well. Think of the time/money saved by our offices plus the added convenience for our patients.
  • Guest commented
    July 09, 2019 04:33
    If we could at least export it as a PDF, then we could manually email it... But it would be better to not have to do that.
  • Guest commented
    July 09, 2019 04:33
    This is definitely a needed feature, we would like to be able to email copies of signed questionaires to referring Drs. as well as to patients when the request them.
  • Guest commented
    July 09, 2019 04:33
    You may look into a program called PrimoPDF, it is a free program that will act as a printer but instead of printing the document it will save it as a PDF. Now for this to work with statements you would need to change the printer in the office manager each time you wanted to create a PDF.
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