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
  • Planning to Implement
  • Jul 9, 2019

    Admin response

    Thank you for your request.
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  • Paul Nardi commented
    17 Sep 01:47pm

    is this a thing yet?

  • Jamie Cameron commented
    16 Sep 01:25am

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

  • Sheila Holt commented
    14 Sep 10:58am

    way overdue

  • Christina Greene commented
    14 Sep 12:50am

    yes please !

  • Wes MOore commented
    14 Sep 12:32am

    it’s time Dentrix!

  • Mamta Patel commented
    14 Sep 12:24am

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

  • Guest commented
    13 Sep 07:31pm

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

  • Laurene commented
    4 Jul 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 .

  • Andrew Epstein, DDS. commented
    2 Jul 09:06pm

    Been waiting for this forever (actually since 2009)!

  • Unknown Unknown commented
    1 Jul 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…..?

  • peta cancino commented
    1 Jul 03:17pm

    YES YES YES!!!! Long overdue and would help tremendously!

  • Guest commented
    1 Jul 02:08pm

    Love this idea!!!!

  • Guest commented
    1 Jul 12:16am

    Why am I getting all of these emails.

  • Ryan commented
    7 Apr 02:27pm

    This is an excellent idea and would be amazingly helpful. Please implement this into Dentrix ASAP! Thank you

    Sent from my iPhone

  • Andrew Epstein, DDS. commented
    7 Apr 02:12pm

    Yes, I also asked for this years ago, especially for clinical notes.

  • Guest commented
    9 Jul, 2019 04:50am
    FANTASTIC THAT SOMEBODY BROUGHT THIS UP. THIS IS WHAT I WAS LOOKING FOR YESTERDAY AND COULDN'T FIND THE OPTIONS AND WAS INSTRUCTED TO PARTICIPATE IN THIS FORUM AND MAKE THE SUGGESTION. HAPPY SOMEBODY ALREADY TOUGHT ABOUT IT! DEFINITELY WOULD APPRECIATE THIS AND AM HAPPY TO SEE IT IS PLANNED!
  • Guest commented
    9 Jul, 2019 04:50am
    Yes!! I hate that sinking feeling I get when I come across a Clinical Note that was generated when certain Procedure codes were set complete but that I haven't reviewed and customized - like a NP exam - and that month has already been closed out and the note is into History...not only do I now have to add an "addendum" to the note, but more than likely I've already forgotten all the details of that specific patient visit...I'd LOVE to be alerted somehow that there are Clinical Notes that have not been viewed before the month closes out! Great idea!!
  • Guest commented
    9 Jul, 2019 04:50am
    Awesome ! Could this feature also let you know that a note has been written on the appointment. As of now we spend alot of time going through each appointment to see if a note was put in. But if you have to sign it then that would show Right after the update?
  • Guest commented
    9 Jul, 2019 04:50am
    I am so glad you are doing this as I have requested it before !! Can't wait for this update!!!
  • John Dillworth commented
    9 Jul, 2019 04:50am
    I agree 110% - my doctor will certainly love this enhancement!
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