Dentrix Ideas

Task list reminders

Would like to be able to schedule reminders that display. For calls to be made, letters and reports to be printed, and various tasks, and the ability to check them off as they are done (could be added to Office Journal). Specify which provider or staff the alert is for. Also need call reminders in the appointment book. Should have an option to attach a "beep" or "chime" to the reminders to catch their attention. When the reminder pops up, should have options to cancel, remind again in five minutes, remind again in one hour, remind again in one day (for tasks that aren't time-critical and can't be done on busy days), remind again in one week or a specified range (one month, one year,etc.), or print reminder message. When setting up tasks to be reminded of, should be able tospecify whether this is a one-time only task, a daily task, a weekly task, a monthly task, etc.
  • Guest
  • Jul 9 2019
  • Likely to Implement
  • Jul 9, 2019

    Admin response

    Thank you for the submission.
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  • Irene Cooper commented
    12 Jan 06:45pm

    I've been listing thing using Events on Appointment Book. This works until i changer the date and lose my Events note. When you change the date on an appointment the Appointment Book changes to view that appointment, this is not so with Events. Also if you forget the date of an appointment and need to find it, there is the Locate Existing Appointment button; however there is no Locate Events button. When you change the Appointment Book view to Week view you see the Events, however not on the Month view you do not see Event, so it can take a while to find it.

  • eric gheewalla commented
    8 Jan 07:59pm

    Please add a priority feature when adding a task for a staff member or doctor to complete, i.e.normal, urgent, asap....

    If task is for a specific person, the task list should pop up when person logs in.

    Look at Eaglesoft, they have a good one.

  • john ficarelli commented
    29 Dec, 2020 01:25pm

    The task list should be able to “jump” directly to the patient the task concerns and have the ability to reply to the person generating the task.

  • Denine Rice commented
    22 Jun, 2020 04:09pm

    Just like Open Dental. I've always wanted this feature.

  • Megan Biggs commented
    2 Jun, 2020 10:27pm

    This would make recare so much easier!

  • Dianne commented
    22 Apr, 2020 04:43pm

    Yes please!

  • Arlene Ray commented
    8 Apr, 2020 02:39pm

    Great idea!

    On Tue, Apr 7, 2020 at 9:52 AM Henry Schein One (Jessica Rhoades) <> wrote:


  • Anonymous commented
    7 Apr, 2020 11:29pm

    Yes already!!!!!

  • amie commented
    7 Apr, 2020 01:52pm

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

  • Guest commented
    23 Jul, 2019 04:23pm

    A Task reminder system(Like the feature Open Dental software has) can be used to remind staff of tasks that need to be done daily, weekly, monthly, or yearly. The tasks can be pre-set with a date and time and when the reminder is due, it will pop up and appear in the task list. You'd then mark the reminder done to make it disappear until its next due date. Each staff member has their own task list unique to what they need to do. You can even attach a patient to a specific task as a reminder to follow etc.. You can assign task to any staff member and respond to each other on the progress of each task. When a task is associated with a patient, once task is completed it automatically saves in patient journal. THIS WOULD BE SUCH A GAME CHANGER AND UTILIZED IN ALL OFFICES BY ALL STAFF MEMEBERS!

  • Cindy Oveson commented
    9 Jul, 2019 04:41am
    A lot of business's (especially beauty salons) use this to make client comfortable and feel important because you remembered them.
  • Guest commented
    9 Jul, 2019 04:41am
  • Guest commented
    9 Jul, 2019 04:41am
    also need it to with option to write any completed task to office journal-NOT automatic, just a box to check to post to office journal, chart, etc.
  • Guest commented
    9 Jul, 2019 04:41am
    This is a good idea...couldnt you just put it in the pt notes box in family file or even create a flag with the info and tag it to open with the pt chart?
  • Guest commented
    9 Jul, 2019 04:41am
    We use the office journal all the time for many tasks however a to do list would be great for things that are not person specific ie patient or team member. Also the office journal can be a little out of site out of mind. It would be nice to have something that is easily noticed by any team member at any work station that there are things on the to do list to be completed through out the day and not just flashed up when you log in early in the morning and are in a hurry to get ready for your day
  • Guest commented
    9 Jul, 2019 04:41am
    A time clock on this would be great, so if on Sept 1 I need to do something, I will be reminded.
  • Guest commented
    9 Jul, 2019 04:41am
    That would be awesome if we could have a task list. As of now we create appointment for a patient of what we need to call them for recall, check on their healing from a surgery, etc....
  • The glowing team commented
    9 Jul, 2019 04:41am
    We use the patient notes section in the family file for that and it works really well. Every morning when we have our morning hudle we go over the notes section and it works really well - we can put very detailed notes in there regarding patient. You might want to try that - it works for us!
  • Myung commented
    9 Jul, 2019 04:41am
    This would be a great feature. I've used the journal as a reminder, but it really gets cumbersome as it populates all the information under your name.
  • victoria commented
    9 Jul, 2019 04:41am
    Yes a list where any tasks needed to do after the patient leaves. Such as patient emails to labs or specialists. Work up treatment plans etc...
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