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
Exactly!
I have now (hopefully) found my own solution... when creating the family file for the new patient you can remove the first visit date. (when you click to "edit" the patients info) And I am "assuming" when the patient comes in next week that Dentrix will generate the correct "first visit date" after their first appointment is post, set, complete. (this was a thought I got after getting off the phone with dentrix)
I just called and inquired about this. I wrote this when they requested my feedback after they remoted in and were unable to help. "When creating a new patient family file... prior to the patient's "first visit" appointment. It automatically generates the patient's "first visit date" to the day we create the family file and NOT when the patient is actually being seen, which is normally a week or so later."
I concur! I just added this to my request: didn't see this previously listed.