Dentrix Ideas

New Patient appointment include more fields

When creating an appointment for a new patient, add the following fields: work phone, cell phone, preferred name, occupation, drivers license number, age/birthdate, referral source, insurance, emergency contact, special needs, medical alerts, drug allergies, note field, email address, etc. Would also like to be able to choose billing type and Fee Schedule. Would also like any of these fields not already in the family file to be added.
  • Guest
  • Jul 9 2019
  • Planning to Implement
  • Jul 9, 2019

    Admin response

    Thank you for the request. We added mobile phone and email to the New Patient Appointment information dialog in G6.
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  • Guest commented
    6 Feb 07:11pm

    It would be nice to have all the information as a NP so when we try to create NP welcome letters, it shows up. As it is now, we can only create a welcome letter to a patient who has a family file. Unless I'm doing something wrong.

  • Katy commented
    11 Jan 04:28pm

    we need DOB at least! When are you planning to implement? We are past G6...

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    26 Dec, 2022 02:55pm

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  • Guest commented
    6 Apr, 2022 03:54pm

    We get the patient's name and number and invite them into the practice. It would be nice to have the insurance member id/ ss#, group#, and dob though. There was another comment about it being typed on the appt and that's how we do it or we write it down on a burn later. My doctor's office emails me to fill out all this info digitally. That way, they don't have to waste their time doing it and can concentrate on what the patients really need. Why doesn't dental technology allow for this without charging extra? Somebody's going to re-invent this technology or we're just going to stop using something that really doesn't work anymore...

  • Guest commented
    4 Apr, 2022 06:18pm

    I would like to know WHEN you plan on Implementing this? This original request was 2019!

  • Guest commented
    4 Apr, 2022 06:18pm

    DOB is required please add it to the main new patient info screen!!!

  • Guest commented
    4 Apr, 2022 06:17pm

    add a line for DOB when creating a new patient

  • Guest commented
    4 Apr, 2022 06:16pm


  • Guest commented
    4 Apr, 2022 06:16pm


  • Guest commented
    19 Jul, 2021 04:18pm

    It would be great to allow for a box to add insurance information including member ID. I always have to type it into the appointment box.

  • Guest commented
    14 Jun, 2021 10:41pm

    It would also be nice if an addition to adding these fields if some of them could be REQUIRED fields to book an appt. At least the first & last name, DOB, and phone number.

  • Guest commented
    20 May, 2021 05:09pm

    Allowing for insurance would be a huge help!

  • Sara commented
    5 Apr, 2021 04:34pm

    DOB NEEDED. If NP is a minor, parent/guardian info section would be nice (ie: parent name). This could be prompted when the DOB is entered. Would love to have a section for subscriber info if not the patient themselves.

  • Guest commented
    9 Feb, 2021 07:50pm

    Please add DOB to adding NP as well as Gender

  • Guest commented
    14 Jul, 2020 05:45pm

    Please add date of birth!!!

  • Guest commented
    7 Jan, 2020 05:48pm

    WE NEED DATE OF BIRTH!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

  • Guest commented
    10 Dec, 2019 07:46pm

    Still need birthday added to new patient appointments.

  • Guest commented
    12 Nov, 2019 08:34pm

    I remember the "good ole days" when we didn't need any of this info.  We just welcomed the new patient and put their name and number on the book.  Then we did the 1-2 page paperwork when they got here.  What was important was that they made an appointment to care for their teeth, and we were excited to help them.  Things have surely gone downhill since, and we're FORCED to get this info now because insurance companies are nefarious.  Next year, they'll add even more things.  Just wait and see.

  • Guest commented
    17 Oct, 2019 06:40pm

    Need Birthday to be added to new patient field.   We can need send our patient text reminders without this information.

  • Guest commented
    9 Jul, 2019 04:43am
    when creating a new patient, allow more information to be entered, such as email address and maybe even insurance information
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