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
  • Gathering Feedback
  • Aug 16, 2023

    Admin response

    Dentrix Users,

    We are planning to make improvements to the New Patient workflow in near future and we would love your input. Please send us a quick message at so that we can connect!

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  • Guest commented
    25 Jan 10:02pm

    Definitely need to have a "new patient" entered as an actual patient in the system. So much headache not being able to add all of the pertinent information into the patients profile and scan any

    documents that are gathered prior to the appointment.

  • Guest commented
    14 Nov, 2023 05:47pm

    When making a New Patient Appt you should be adding them as a patient, so you can add important information. Such as the insurance. Creating a new patient and having the patient in the system, there should be an alert that a patient matches that information and asking for approval before continuing. This prompts you to search to see if the patient is in fact already a patient before adding a duplication.

  • Unknown Unknown commented
    22 Aug, 2023 10:45pm

    in someway prevent duplicate entries.

    1. DOB

    2. Referral

    3. Reason for visit

    4. Cell # (make it searchable as most people don't have home phones)

    5. email

    6. address

    7. date of last dental visit

    8. insurance info

    9. Be able to create family file.

  • Robin M commented
    17 Aug, 2023 03:09pm


  • Nicole Sandlin commented
    17 Aug, 2023 01:01pm

    DOB, pre-med for dental appt. Insurance Name

  • Guest commented
    17 Aug, 2023 12:22pm

    Any way for Dentrix to detect if the First/Last name & DOB combo is already in the system to decrease duplicate patient entries?

  • Susie Nosbusch commented
    16 Aug, 2023 10:23pm

    We also have standard questions that we would like to incorporate in the New Patient appointment. Maybe an optional feature each office could choose to use or not.

    1. Do you have any areas of concern? if yes, Location U/L/A L/R

    2. Approximately, when was your last dental visit?

    3. Do you have any allergies?

    4. Do you need to be pre-medicated for your dental appointments?

    5. Do you have any insurance that you would like us to submit for you?

  • Unknown Unknown commented
    16 Aug, 2023 09:34pm

    2 patient identifier...... Name and Date Of Birth! Please include DOB entry option.

    I would also be nice to have notes visible on the ASAP list for new patients. Since that list is not interactive with anything might as well serve for something useful on new patients.

  • Guest commented
    16 Aug, 2023 08:53pm

    At the very least, add a field for DOB. And make it searchable. It's sometimes hard to find a new patient appt if the name has been spelled incorrectly.

  • Pam commented
    16 Aug, 2023 07:51pm

    DOB and note field sound great! Keep email address too.

  • Andrea Alaka commented
    16 Aug, 2023 07:50pm

    Preferred name would also be great!

  • Andrea Alaka commented
    16 Aug, 2023 07:49pm

    DOB and Gender would be super helpful.

  • Tiffanie Flynn commented
    16 Aug, 2023 07:49pm

    Please please please add date of birth! I cant believe it was never part of the original design, as EVERY SINGLE DOCTOR EVER needs date of birth for all patients.

  • Guest commented
    16 Aug, 2023 07:47pm

    We would like First/Last Name, DOB, Phone #, Address, Insurance info and add additional family members

  • Guest commented
    16 Aug, 2023 07:46pm

    DOB!!!! Ins Name-Subscriber Name, Member ID--just add all the things needed to create a family file...

  • Kirsten Polete commented
    16 Aug, 2023 07:41pm

    DOB would be most helpful, gender of patient

  • Shannon commented
    28 Jun, 2023 04:15pm

    DOB is needed, especially if requesting/verifying info from a referral

  • Guest commented
    4 Apr, 2023 09:41pm

    We just concentrate on getting the patient in the door. Idk about you, but alot of them always seem put out when we start asking them their dental insurance it's such a burden to dig out their card or call their spouse because they forgot to get it or whatever. We want it, but not at the expense of not being able to meet the patient. Of course, we tell them what insurances we accept and get their name and number. If they seem talkative, we will ask them pretty much everything we can...because we truly need it, but we don't want to offend them. Subscriber, dob's, member id, employer, group id. We sometimes let them know that we don't need it, but if they want their insurance to pay their claim, well...

  • Guest commented
    6 Feb, 2023 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, 2023 04:28pm

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

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