Dentrix Ideas

List all documents & forms that need to be signed (unsigned Clinical Notes)

A report or module that lists all documents (Document Center, clinical notes, questionnaires, consent forms, etc.) that need to be signed. A signature manager. Have options for all within a date range and other filters. Include a flag to indicate whether or not the document is signed. [160714]
  • Guest
  • Jul 9 2019
  • Released
  • Dec 8, 2022

    Admin response

    We are happy to announce the addition of a Clinical Note Signature Manager feature in Dentrix. In the signature manager, one can see all clinical notes for a specified time frame and filter by provider and statuses of missing, unsigned, and signed. Please upgrade to the latest version of Dentrix to gain access to this feature. Thank you for using Dentrix Ideas!

    Please see more regarding this feature in the link below. You can expect continued enhancements to the Signature Manager over the next few Dentrix Releases.

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  • Marta C commented
    12 Jul, 2023 08:44pm

    This is great but really need to be able to print this list.

  • Nelle Pedersen commented
    13 Dec, 2022 04:40pm

    This is so great! Thank you Dentrix! It works like a charm. The video was super helpful too!

  • Unknown Unknown commented
    8 Dec, 2022 06:23pm

    Where in dentrix do we find this?

  • Unknown Unknown commented
    8 Dec, 2022 06:23pm

    How do we access this?

  • Sylvie Renoir commented
    30 Nov, 2022 02:30am

    Can I ask where we are at with this feature? thank you

  • Guest commented
    15 Nov, 2021 09:27pm

    All forms requiring signatures may include:

    Clinical notes
    Treatment consent forms

  • Guest commented
    12 Nov, 2021 06:37pm

    way over due and badly needed!

  • Guest commented
    24 Apr, 2021 06:59pm

    Regarding the report for missing clinic notes (brilliant!, btw), I would just like to add... when developing this application, please keep in mind that some practices have the majority of CDT codes set-up to populate the clinical notes automatically with a standard procedure blurb, type of material, prompts to remind assistants/doctors to ask specific questions, and/or a basic outline to complete per patient visit. Thus, the report for missing clinic notes needs to drill down to patient visits that do not include PERSONALIZED notations/documentation not simply patient visits that are absent of a clinic note.

  • Ginny Penrose commented
    28 Jan, 2021 02:37pm

    I would like to print a report that shows the unsigned chart notes. What I have found so far we are not there.

  • Guest commented
    20 Jan, 2021 04:37pm

    love this!!!!

  • Guest commented
    17 Sep, 2020 01:47pm

    is this a thing yet?

  • Guest commented
    16 Sep, 2020 01:25am

    yes PLEASE, would love some way to show what is signed vs not in a simple glance!

  • Guest commented
    14 Sep, 2020 10:58am

    way overdue

  • Christina Greene commented
    14 Sep, 2020 12:50am

    yes please !

  • Guest commented
    14 Sep, 2020 12:32am

    it’s time Dentrix!

  • Guest commented
    14 Sep, 2020 12:24am

    been waiting 10 years for this feature !!!! Dentrix please add

  • Guest commented
    13 Sep, 2020 07:31pm

    Over 800 votes. Why do we pay for your software!?!?!? Dentrix, get moving.

  • Guest commented
    4 Jul, 2020 03:44pm

    YES there should be “at a glance view” to verify a clinical note is completed on every pt. I like the appt book icon idea on every Appointment changing colors for stages of entry and disappearing when completed . I DONOT “ sign” the clin notes per Dentrix. It is too stifling and stressful to sign my lengthy notes chair side and have to add addendums later. All notes get “closed” monthly .

    Similar to the appointment icon changing color—- my inventive designation for “ chart is signed” - I use a “d”( for done, ready to be filed as in the days of paper charts) on the procedure line of every appt . Then at a glance of each day I see the chart notes are DONE . This is time consuming but keeps me honest and accurate w competed notes .

  • Guest commented
    2 Jul, 2020 09:06pm

    Been waiting for this forever (actually since 2009)!

  • Unknown Unknown commented
    1 Jul, 2020 06:46pm

    Why hasn’t there been a way to automatically have a cue of unsigned notes that is easy to use. We have only been asking for this for the last 10 years…..?

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