Dentrix Ideas

More phone numbers and flag preferred contact method

Allow for more phone numbers, with a flag to indicate which is the preferred phone number, or the order of the phone numbers to be used when contacting the patient. Use preferred phone number for Appointment Book, Reports, etc. Add more phone number fields with the ability to label each one (e.g. "Cell," "Emergency," "Caretaker," "Pager," etc.). [963 2702 4229]
  • Guest
  • Jul 9 2019
  • Planned
  • Jul 9, 2019

    Admin Response

    Your Enhancement Request has been recieved, thank you.
  • Attach files
  • Unknown Unknown commented
    09 Jul 04:50
    There should be a way to indicate or change pt contact preferences in dentrix? Especially, when we are using 3rd party reminding software or even dentrix software to be able to change preferences for specific patients. Also there should be a way to indicate if the pt is ENG or Spanish speaking for auto reminders in dentrix and an option for them to receive reminders in that language.
  • Guest commented
    09 Jul 04:50
    Make a way to indicate on the family file how a patient wants to be contacted........text, phone, email, etc.
  • dr.a@drbarryapplegate.com commented
    09 Jul 04:50
    Add a preferred method of contact. We have some patients that do or don't want texts or emails.
  • Unknown Unknown commented
    09 Jul 04:50
    You can choose the box "no phone calls" and/or "no correspondence" in the Patient Information from the Family File. It will state PRIVATE on your schedule so you will be aware that you do not have to call or text.
  • Peyton commented
    09 Jul 04:50
    Why does Dentrix treat a "home" number as the primary number. This is extremely outdated. The "mobile" number should be treated as the primary number, be searchable, and update on all patients in the family file.
  • Guest commented
    09 Jul 04:50
    I completely agree and wish either number could be a "primary" number. Some use cell numbers and others use still use a home number as a primary number. We shouldn't have to choose just home or just cell numbers.
  • Dr Sandlin commented
    09 Jul 04:50
    "Home" phone number field should be renamed "Primary" number. As this field is mandatory in many areas, changing the text across all platforms should easy! This would allow the patient to indicate which number is best for them while also allowing all other numbers to be entered. If the developers got really inspired, a radio button would allow a patient to select primary number without duplicate entry. Meanwhile, a simple text edit on all templates would solve a lot of confusion and wasted time.
  • Brian commented
    09 Jul 04:50
    More patients use mobile phone numbers and has no home phone numbers now a day. The Unscheduled List should show the mobile phone numbers for easy and quick access to contact patient
  • Guest commented
    09 Jul 04:50
    Instead of home number listed first, make cell number first, so it shows up on daily appointment book. Many patients do not have land lines any more, so home numbers could be secondary.
  • Patti commented
    09 Jul 04:50
    Please try and add patient contact preference into the family file, as to which they prefer to be contacted first. ie: email, text, mobile, work#, home # so we can easily know where & how to contact. Either by checkbox or being able to highlight.
  • Sue commented
    09 Jul 04:50
    In the family file it has boxes for name, home phone, ssn, etc. It would be nice to have a spot for a mobile phone instead of a landline
  • Seau commented
    09 Jul 04:50
    A box to check in the family file that will show if patient prefers text message or phone call.
  • kimfamilydentistry@gmail.com commented
    09 Jul 04:50
    Please allow for an additional number to be added to the phone number fields. Some cell numbers are long distance and require the number "1" to be dialed first. It's frustrating and time consuming to have to constantly redial phone numbers
  • Unknown Unknown commented
    09 Jul 04:50
    Please consider this idea for future versions of Dentrix. Thanks.
  • claire ho commented
    09 Jul 04:50
    VERY IMPORTANT There needs to be a way to prefer a phone number over another. Some patients want to be contacted only at work, or on their mobile number, and not on a home landline. The appointment book prints out the home phone number for all the patients of the day, but what if one of those patients wants to be reminded of their appointment on the mobile number? Set up the phone numbers to the patients' preference! Maybe have a choice of that first number that shows up on the appointment book page according to the patient wishes. Patients complain that we called them on the wrong number, and so they didn't listen to the voice mail.
  • Guest commented
    09 Jul 04:50
    Place for Preferred method of contact text e-mail or phone call for confirming appointments.
  • Deborah Ostrosky commented
    09 Jul 04:50
    Have a box next to phone #'s listed as to which phone # is best to reach them during the daytime hours
  • Andy Trinh commented
    09 Jul 04:50
    When I am printing recall, treatment plan and aging reports the # listed is the home #. 98% of my patients only use cell. It would be better if the # on the reports shows up as mobile as the main #. I think, this could be easily corrected if the location of the home # was switched with the mobile # in the family file or if it gives you an option to modify or select the main #. I think the mobile should almost always come first when printing reports from the office manager.
  • Guest commented
    09 Jul 04:50
    With so many patients using cell numbers as their home numbers we need to be able to put that in home and not have it be the same home number for every member of the family.
  • Jamie Gordon commented
    09 Jul 04:50
    There should be a way to note who's telephone #s are showing in the family file
  • Gina commented
    09 Jul 04:50
    Or even "Son" or "Daughter" for our elderly/non-English speaking patients who have us contact their children.
  • Unknown Unknown commented
    09 Jul 04:50
    Lots of people don't have "Home" numbers any more so no phone number would show on the apt book. If we could label phone number as they are entered such as, Mom's cell, Dad's wk or Mom's wk, or the "Other" number as Grandmother or Boyfriend. Thanks for Listening
  • Unknown Unknown commented
    09 Jul 04:50
    would be great to make our own labels for different phone numbers (have a dropdown to choose from) so that we can just customize the number slots that are already available
  • Unknown Unknown commented
    09 Jul 04:50
    when you enter patient phone number. you should have the option to put mobile number 1st. not may people have house phones
  • Natalie commented
    09 Jul 04:50
    I would like to have a feature in the family file for a preferred phone number. I would also like to be able to have a feature that would autopopulate all of our patient's mobile phone numbers to be copied into the preferred phone number instead of having to manually do that. Currently we are using the "other" phone number for the preferred phone. Thank you.
  • Kelsea commented
    09 Jul 04:50
    Be able to see what phone number they would like you to call first. either have it listed first or be able to highlight it or something along those lines.
  • carla@SanDiegoDentalStudio.com commented
    09 Jul 04:50
    can you add patient contact preference into the family file, ie: email, text, mobile, work# so we can easily know where & how to contact
  • Guest commented
    09 Jul 04:50
    This should apply to more than just phone numbers. You should be able to indicate a preferred method of contact by choosing their home, work, cell number, etc, but also their email. They might prefer to receive an email or a text rather than a phone call, so we should be able to select one of the contact pieces as their preferred and then assign that to their appointment to be seen in the appointment view.
  • weze@pioneernet.net commented
    09 Jul 04:50
    We would like there to be a way to indicate how a patient does and does not want to be contacted specifically... phone call, email, text messaging, paper mailing. This indication would work with internal and external programs to direct how we communicate with patients about confirmations, due dates, etc.
  • Guest commented
    09 Jul 04:50
    I hope this goes through, putting a flag on each patient takes a lot of time and space. and we try to follow what the patients would like. patients would like this also, so they get the calls on the right phone number for them.
  • Guest commented
    09 Jul 04:50
    In the same area add a spot to check off that HIPAA is signed and who is allowed access to the pts information. Especially important for 18+ age kids who are still on parents accounts, but considered adults.
  • Guest commented
    09 Jul 04:50
    It would be very helpful to have both the home phone and cell phone available on the appointment view!
  • Guest commented
    09 Jul 04:50
    Yes, please - a method of indicating the preferred method of contact, whether that be home phone, cell phone, text message, or email would be great. We have a need and an obligation if we want our customer service to be top-notch to communicate with our patients in the way they prefer.
  • Guest commented
    09 Jul 04:50
    5 years with multiple offices desiring the cell phone number enhancements and... nothing. Please add the ability to designate preferred phone number and also allow cell phone to be displayed on appointment book. No brainer...
  • DrHilton commented
    09 Jul 04:50
    Super idea! Please simplify our lives by adding this feature ASAP. We have too many flags and this seems like a simple way to eliminate one of them. THanks!
  • Unknown Unknown commented
    09 Jul 04:50
    PLEASE Dentrix, work on & add this feature ASAP. Such a simple feature. Right now I have to add a flag to the account to let me know the patient prefers to be called on their cell.
  • Unknown Unknown commented
    09 Jul 04:50
    Yes this a great idea. We have been talking about this and it would be great.
  • Unknown Unknown commented
    09 Jul 04:50
    Also add the option for the long distance (1). With all the new new numbers, I never know if I need to dial (1) first!!! e.g.: (1) 123-456-7890 PLUS!!! ADD the "mobile phone" in the DENTRIX WORD PROCESSING DATA (dtxlm99.doc) - I could NOT believe that in the PATIENT INFO the option is there for ...LOL "mobile" (tells you the last time this was updated!) But when I created a letter to merge, the "mobile phone" WAS NOT in the doc. ..... GREAT idea for caretaker and NAME!!!! Also .. WHEELCHAIR PT in PT INFO.
  • Smile Dental Studio commented
    09 Jul 04:50
    Each patient should have an option of which phone number should show in the appointment book as the preferred contact number.
  • Marg commented
    09 Jul 04:50
    It would be great to show the mobile phone number field on the appointment screen...as this is the number to reach people these days.
  • Guest commented
    09 Jul 04:50
    People are more mobile but they keep their home base phone numbers, therefore we should place a default phone number per person. On the appointment book. the default number is always home and it does not shoe the cell phone as one of the default numbers. and a place to show on the schedule their e-mal also
  • Raquel commented
    09 Jul 04:50
    The enhancement for "Appointment Book View: add more options and customization" should probably be considered as part of this request. It is something that would benefit our offices as well as many other offices. Thanks.
  • Unknown Unknown commented
    09 Jul 04:50
    This is a real issue for us as we need to know which number at a glance is their preferred contact number - and to be able to view it on the appointment book. Very few people have home phones anymore.
  • Abbie commented
    09 Jul 04:50
    Our office REALLY wants this to happen!!
  • Unknown Unknown commented
    09 Jul 04:50
    Would love to be able to flag preferred phone number
  • Guest commented
    09 Jul 04:50
    We put the mobile number into mobile and home to designate that the patient does not have a home phone (so stop asking).
  • Guest commented
    09 Jul 04:50
    Funny !! this is my original enhancement request and I call it a mobile. :-)
  • Lisa Paluska commented
    09 Jul 04:50
    I agree! Change the word: "Mobile" to "Cell". Who calls it "Mobile" anymore???
  • Guest commented
    09 Jul 04:50
    PLEASE fix the phone number problem I agree with all the messages below
  • Guest commented
    09 Jul 04:50
    Great Idea It would also be good to be able to choose who which number gets a text message and ones you don't want to get one
  • carrie commented
    09 Jul 04:50
    this is needed !!!!!
  • Guest commented
    09 Jul 04:50
    I see this request was initially made in 2009. It is now 4 YEARS later. With today's current communication methodology it is imperative that we be able to flag preferred phone numbers, label phone numbers according to person or use (i.e. mom's cell, dad's work, call first, don't call unless necessary, don't call early, etc...). Communication is the single most central thing we do on a daily and hourly basis outside of the clinic. How can this not be addressed after 4 years? We are not even able to use an unused field (FAX) for text information. I would like to designate a field as text and/or number. I would also like to see a note field here that does not require a click. For example instead of last visit or missed appt I could see my text field (Confirm day of, Collect past due payment, discuss #12, etc). Patient Notes is used for static information for us and is not always used and requires a click. The flagging system drives me nuts and I avoid whenever possible.
  • Christina commented
    09 Jul 04:50
    PLEASE add this!! You can't search by cell phone or have it displayed on the appt schedule - at LEAST 80% of our patients just use a cell phone, this update needs to be a top priority.
  • Dr. Kate Varley commented
    09 Jul 04:50
    It would be great if this preferred number could be searchable and flagged on the popup in the appointment book.
  • Guest commented
    09 Jul 04:50
    Wow, how much longer will it be before you fix this?
  • Guest commented
    09 Jul 04:50
    Wow, how many versions will you release without this?
  • Evie commented
    09 Jul 04:50
    Most patients' preferred contact is their cell phone-many don't even utilize a "home phone" any more. It is very outdated that Dentrix doesn't even allow the cell phone to be an option to show up on the appointment book. Promoting Dentrix as "cutting Edge " technology is incongruent with the thinking that the Home phone is anyone's primary phone -even retirees use their "smartphones" for everything now
  • Anonymous commented
    09 Jul 04:50
    and be able to make comments for a phone # like it's mom's cell or only call after 2pm.
  • Guest commented
    09 Jul 04:50
    flagging is a great idea whether it is to flag one of the phone numbers or one of the email addresses (there should be two fields for email). Right now we put preferred method in the drivers license field. There are actually two options with a cell phone...call or text and many prefer texting. A flag would be good, but a box to mark --or some other way to delineate between phone, email, call or text -- would be better. Also, there should be capability to SEARCH for a patient by cell phone number.
  • Hillaryvanb commented
    09 Jul 04:50
    I really like the idea of flagging the preferred #. Right now we are having to put it in thr "fax" field but that is not idea.
  • Diane commented
    09 Jul 04:50
    I would like to be able to place an asterisk by the preferred contact number in the appointment book. I would also like it to include the mobile number.
  • evie commented
    09 Jul 04:50
    Most everyone prefers to be contacted by their cellphone these days. That is not even an OPTION when choosing what displays on the appt! Seems like this should be an easy fix for something that is such a universal issue!
  • Guest commented
    09 Jul 04:50
    right now in the top panel of the family file. the contact phone numbers and email are jumbled all over. They should be in one place and in a column.
  • Guest commented
    09 Jul 04:50
    Pharmacy #!!
  • Guest commented
    09 Jul 04:50
    Labeling the "Other" phone number would be so helpful!
  • Guest commented
    09 Jul 04:50
    It would be nice to have fields that indicate how the patient prefers to have their appointments confirmed via text, e-mail or voice.
  • Guest commented
    09 Jul 04:50
    I would like to be able to select a preferred number.
  • Guest commented
    09 Jul 04:50
    Please take note of this request! I have to write the best contact number on my appointment book every night so the dr can make his care calls.
  • Guest commented
    09 Jul 04:50
    Great idea - for now we use the 'Pager' field to designate 'Primary' - who has a pager anymore anyway!
  • Guest commented
    09 Jul 04:50
    This enhancement is well overdue.Depending on how the schedule is set up, without expanding the appt, it is difficult to see alt #s if a patient is running late. Or if you can move them up.
  • Guest commented
    09 Jul 04:50
    I was just going to write in about this when I saw it posted - would be very helpful to also allow the Appointment Book View to reflect other phone numbers. Our Dr. uses this for a call list at night and we have to manually go through and make sure the phone number is the on the list as it does not post the cell phone field..
  • Guest commented
    09 Jul 04:50
    we use the DL# field to designate the way patients most prefer to be reached, but this suggested feature would be wonderful. It is very difficult to get a hold of patients these days for whatever reason.
  • Andrew Epstein, DDS. commented
    09 Jul 04:50
    Been wanting this for a long time. You should be able to designate which contact # should show up in the scheduler: mobile, home or work.
  • Dr. Elizabeth Bjornson commented
    09 Jul 04:50
    We are trying to implement a system that would let us know what number the patient prefers, this feature would be of great use!
  • Jen Tyndall commented
    09 Jul 04:50
    This feature would absolutely be beneficial, and would allow you to view the number from the appt book