Dentrix Ideas

Customize the Office Journal entry types

Allow customers to set up the types for the journal entries in the office journal. And select which to default to. Also give color to them [2806]
  • Guest
  • Jul 9 2019
  • Likely to Implement
  • Jul 9, 2019

    Admin response

    Thank you for the idea!
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    17 Aug 04:36am

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  • Kim Thornton commented
    3 Nov, 2021 02:54pm

    If the description and note field could also be added into all of the manager reports to easily see if it was a cont care, treatment, or collection call letter etc.

  • Amanda Jorgensen DDS commented
    5 Oct, 2021 03:07pm

    Allow custom Types for Office Journal Entry at minimum to include Email option. OJ should be linked to Family File to allow contact info.

  • Karen Ward commented
    28 May, 2021 02:40pm

    Yes please! Custom types and color coding! It would be so easy to pick out the journal entries we are looking for easily. The journal can get so cluttered and tedious to review.

  • Eddie Bartlett commented
    21 Apr, 2021 09:19pm

    Need to be able to add custom types and we do need full names of the people making the notes

  • Guest commented
    12 Jun, 2020 11:41pm

    Also, would prefer that the OJ creator could be specified by Initials rather than Prov or Staff Number. its difficult for a large or small office to remember who each number is and you just want to know who had the communication real quickly if you are on the phone with a patient.

  • Guest commented
    12 Jun, 2020 11:40pm

    There really needs to be more types of OJ entries at least, EMAIL/TEXT in addition to phone call and memorandum. Email or Text from Patient Engage should pop up in OJ as well as having sent a text or email.

  • Guest commented
    7 Apr, 2020 07:50pm

    Please enlarge the Info screen. There is so much wasted space and it will eliminate the need to scroll down to read the note.

  • Guest commented
    7 Apr, 2020 05:53pm

    Wonderful idea and while you are at it, i have been asking for this years now....tie patient payments to specific claims like insurance payments.

  • Guest commented
    7 Apr, 2020 02:53pm

    Also, ADD PATIENT INFO WITH PHONE NUMBER/EMAIL. We can't just open the OJ and contact a patient, the info isn't there. We should be connected to the Family File, eDex or More Information. And have the ability to direct dial, text or email. AND we should be able to directly import digital patient communications- such as text & emails..

  • Guest commented
    7 Apr, 2020 01:53pm

    We will be closed until the Covid-19 emergency has been lifted.

  • Guest commented
    5 Dec, 2019 06:00pm

    Oh yes! I'd love to see this.  I document emails and letters sent in the OJ and I always have to assign them the type "Miscellaneous." I'd love to see an "email" or "correspondence" option.

  • Guest commented
    9 Jul, 2019 04:34am
    I agree. I contact patients quite often by e-mail and I would love to have that option
  • Guest commented
    9 Jul, 2019 04:34am
    Ditto. "e-mail" would be nice, but customization would be ideal.
  • Guest commented
    9 Jul, 2019 04:34am
    I would like to add custom types too.
  • Guest commented
    9 Jul, 2019 04:34am
    I've always wondered why we are limited to the "types". GREAT idea!!!
  • Guest commented
    9 Jul, 2019 04:34am
    would love an "E-mail" tab instead of having to use the default "Reminder" or "Misc"
  • Guest commented
    9 Jul, 2019 04:34am
    I agree with this. It would be helpful if there were more categories that you can select from or create. Miscellaneous is a little vague, and it would be great if there was an Email category, etc..
  • Guest commented
    9 Jul, 2019 04:34am
    I agree and I also would like to be able to add catagories to "Filters"
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