Dentrix Ideas

Having only Admin with rights amend the questionnaire form. Staff should be allowed to add a conditon,allergy etc... without having the authority to change the form. We have too many versions of our form :(

We use the questionnaire as a chart, that matched the form on our website. Having all the staff the capability to add to the questionnaire creates too many versions of the form floating around. Only Admin with rights should be able to amend the form.

  • Karen Brennan
  • Jan 27 2022
  • Already exists
  • Attach files
  • Danielle Johnson commented
    18 Feb, 2022 11:14pm

    Hello Karen, there is a bug with this, so we are looking into a fix with the loop hole. Would you like me to have someone from support contact you so that you can find a solution that will work for you? There are a few things you can do, but we would need to know the workflow that your office does. Thank you!

  • Karen Brennan commented
    8 Feb, 2022 09:05pm

    Hi Danielle, but staff can still change the questionnaire if they add thru the health history, even if the password right questionnaire Admin is activated. Is there a way to change the default on "add to questionnaire" to be unclicked? That might help?


  • Karen Brennan commented
    27 Jan, 2022 06:34pm

    There is a loop hole that allows employees to change the questionnaire thru the health history set up.

    Please contact me for further expansion of the issue

    Karen Brennan R.D.A.

    Operations Manager

    Westview Dental

    (780) 486-3641

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  • Danielle Johnson commented
    27 Jan, 2022 06:02pm


    There currently is a password right called Questionnaire Administration. If this right is taken away, the Questionnaire setup will not be accessible to that staff member. To change this right go to Office Manager, Maintenance, Practice Setup, Passwords, Practice Passwords Setup, and it will be listed under Questionnaires.