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
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.
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.
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.
Most definitely a merge field for subscriber ID [primary & secondary]. Also, the subscriber's name [primary & secondary]. Guarantor is not always the subscriber.
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.
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
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.
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!