Dentrix Ideas

Referral Slip to automatically save to DOC Center

Can I suggest when you create a referral slip and print it, can it automatically save a copy to the DOC Center similar to the billing statement to eliminate the extra steps to batch - open referral slip - print - send to DOC Center - open the DOC Center - Acquire - Unfiled Doc - Find the document - attach - save....

This may not seem long but the extra 9 steps as stated above takes time and the assistants frequently forget to follow through and save a copy in the DOC Center.

  • Guest
  • Jul 22 2019
  • Future consideration
  • Apr 8, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

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