Dentrix Ideas

Merge all available information from all fields in Dentrix.

Merge all available information from all fields in Dentrix. Such as, Subscriber ID Number Primary and Secondary Insurance Group Numbers Subscriber's Name Insurance Benefit Renewal Date Phone Extension Procedures entered in a date range
  • Guest
  • Jul 9 2019
  • Future consideration
  • Jul 9, 2019

    Admin response

    Your Enhancement Request has been recieved, thank you.
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  • Jennifer Rooney commented
    5 Jun 07:54pm

    I'd like to add the notes field from Referral set up and would be great to have an additional field for website for the Referred To set up.


  • R C commented
    15 Sep, 2023 02:50pm

    Yes! I want to be able to include the patient ID# in my quick letters but there is no merge field for it! This would be so awesome!

  • Guest commented
    9 Jul, 2019 04:35am
    yes! for sure subscriber id number. :-)
  • Guest commented
    9 Jul, 2019 04:35am
    Subscriber Field for insurance information letters!!!
  • Guest commented
    9 Jul, 2019 04:35am
    Insurances are using numbers other than the social security number for the Subscriber ID, so a Sucriber ID field would be very helpful for letters that are going to the insurance companies.
  • Guest commented
    9 Jul, 2019 04:35am
    Also the option to have multiple family members included in the same letter would be great!
  • Guest commented
    9 Jul, 2019 04:35am
    There are features available in the Treatment Manager which are not available as filters in Letters. Treatment Manager allows filtering by insurance renewal date, but does not have street address as an available column. It would be extremely helpful to either add insurance renewal month to Letters, or add street address to Treatment Manager.
  • Guest commented
    9 Jul, 2019 04:35am
    This is most important for our practice and patient information flow.
  • Guest commented
    9 Jul, 2019 04:35am
    Would definitely like merge fields for fax numbers and email addresses for both providers/referrals and patients. Thanks
  • Guest commented
    9 Jul, 2019 04:35am
    mobile number would be nice too
  • Guest commented
    9 Jul, 2019 04:35am
    Quickletter merges do not export a specific set of Ccare data. The needs to be a means from the letter template name to force a specific data set. Otherwise the fields are useless because you never know what is going to be exported.
  • Guest commented
    9 Jul, 2019 04:35am
    Most definitely a merge field for subscriber ID [primary & secondary]. Also, the subscriber's name [primary & secondary]. Guarantor is not always the subscriber.
  • Guest commented
    9 Jul, 2019 04:35am
    Add a field for prior continuing care appointments. OR have a way to create custom fields.
  • Guest commented
    9 Jul, 2019 04:35am
    I would like to see a mail merge field that shows how much the patient has paid out of pocket for the fiscal year. I am constantly writing letters for FSA end of year stuff.
  • Guest commented
    9 Jul, 2019 04:35am
    i can not open merge list file
  • Guest commented
    9 Jul, 2019 04:35am
    I'm looking for a quick letter on unscheduled tx. Any recommendation on where I can find a good template in dentrix?
  • Guest commented
    9 Jul, 2019 04:35am
    Medication List
  • Ryan commented
    9 Jul, 2019 04:35am
    An easy solution for you is to edit your word template. Rather than trying to use a Dentrix merge field, in Word | Insert | Date and Time, choose the date format and check "Update automatically". Each time the letter is opened for merge, the date will be updated to today's date.
  • Guest commented
    9 Jul, 2019 04:35am
    Subscriber ID - Please also add it to the data field of the Patient Report (by filter)
  • Guest commented
    9 Jul, 2019 04:35am
    Include all of the Meaningful Use required fields: Race, Ethnicity, Language, Gender, DOB
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