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
  • Gathering Feedback
  • Jul 9, 2019

    Admin response

    Thank you for the idea!
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  • Tami Smith commented
    December 11, 2023 15:15

    Definitely agree that more Journal Entry Types are necessary...some listed currently don't even pertain in our office.

  • Brian Travers commented
    October 02, 2023 17:52

    Office journal is great for tracking events for a patient, but needs a bit more integration with other areas to help users be most efficient. Ie:

    There are many communication types today so only having the basic 4 is cumbersome. Please add more "Types": Email, Text, Mail, In Person, ... and color coding is always great.

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  • Kim Thornton commented
    November 03, 2021 14:54

    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
    October 05, 2021 15:07

    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
    May 28, 2021 14:40

    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
    April 21, 2021 21:19

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

  • Guest commented
    June 12, 2020 23:41

    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
    June 12, 2020 23:40

    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
    April 07, 2020 19:50

    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
    April 07, 2020 17:53

    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
    April 07, 2020 14:53

    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..

  • amie commented
    April 07, 2020 13:53

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

  • Guest commented
    December 05, 2019 18:00

    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
    July 09, 2019 04:34
    I agree. I contact patients quite often by e-mail and I would love to have that option
  • Guest commented
    July 09, 2019 04:34
    Ditto. "e-mail" would be nice, but customization would be ideal.
  • Guest commented
    July 09, 2019 04:34
    I would like to add custom types too.
  • Guest commented
    July 09, 2019 04:34
    I've always wondered why we are limited to the "types". GREAT idea!!!
  • Guest commented
    July 09, 2019 04:34
    would love an "E-mail" tab instead of having to use the default "Reminder" or "Misc"
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