Dentrix Ideas

Put inital visit automatically as the first appointment

Right now, Dentrix considers the first visit the date the file was created and not the first appointment they are scheduled for. It should make the first visit the first appointment.

  • Guest
  • Aug 28 2021
  • Needs review
  • Attach files
  • Imahn Moin commented
    1 Nov, 2021 10:32pm

    This needs to be changed. The First Visit Date should show the actual first visit. Dentrix Ascend only populates this when something is posted to the Ledger, which makes sense! Dentrix should be like this too, so that the patient only shows up in reports for the month in which they actually show up (if they do). If something changes and the patient doesn't end up coming in, should not be showing up on reports and stats as a new patient.