Dentrix Ideas

New Patient First Visit Date

When pre-scheduling a new patient in advance, the consent date is recorded and duplicates to the 1st date field. To ensure New Patient criteria is accurate, we rely on manual updates to ensure this date is recorded accurately. In order to communicate with a patient in advance, and send appointment reminders we set up the New Patient forms to submit digitally prior to their scheduled appointment. It would be VERY beneficial to have a pop up box or another field to ask if patient is booked in advance, and if so "WHEN" at the time of initial entry to ensure the New Patient First Visit is captured. If an appointment is re-scheduled, then another pop up would be great to say would you like to update the "Patient First Visit Date" to remove the manual option of remembering with a forced system pop up to address.

  • Guest
  • May 13 2021
  • Needs review
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