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 02:18pm

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

  • Guest commented
    8 Jan 10:06pm

    how to see my fax

  • Maxey Buchwald commented
    29 Aug, 2023 11:27am

    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
    19 May, 2023 11:38pm

    any update?

  • Guest commented
    27 Apr, 2022 08:55pm

    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
    8 Jun, 2021 03:17pm

    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
    15 Dec, 2020 04:53pm

    Still waiting...

  • Kelly Clark commented
    14 Dec, 2020 08:23pm

    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
    23 Nov, 2020 05:57pm

    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
    10 Aug, 2020 06:55pm

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

  • Guest commented
    27 May, 2020 07:32pm

    sounds great

  • Elizabeth Goldin commented
    9 Jan, 2020 10:35pm

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

  • Guest commented
    14 Oct, 2019 05:28pm

    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
    9 Jul, 2019 04:33am
    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
    9 Jul, 2019 04:33am
    Totally agree!!!! It would save time and papers...that's the entire point of paperless right?
  • Guest commented
    9 Jul, 2019 04:33am
    Totally agree!!!! It would save time and papers...that's the entire point of paperless right?
  • Guest commented
    9 Jul, 2019 04:33am
    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
    9 Jul, 2019 04:33am
    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
    9 Jul, 2019 04:33am
    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
    9 Jul, 2019 04:33am
    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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