Dentrix Ideas

Add Insurance info to new patient appointment

When a new patient calls for an appointment we always ask about insurance info.  it will be very helpful if there is a place for it instead of writing it in the appointment note or write it on a paper and it can be lost.  also it will be very helpful when we add the appointment to the family file, to be automatically add as the patient's personal info

  • Guest
  • Aug 9 2019
  • Future consideration
  • Apr 7, 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.

  • Attach files
  • Brenda Dekan commented
    29 Apr, 2021 04:40pm

    I totally agree that this would be beneficial. Sometimes the patient wants us to have the information before they come in so we can verify benefits for them. Also, being able to add the date of birth when setting up a new patient would be helpful.

  • Guest commented
    20 Jan, 2021 04:35pm

    Love this idea!!!!!

  • Bettina Lowe commented
    22 Aug, 2020 12:01am

    Dentrix I-2332 suggests to add “New patient” as a status in the family file. I think this would solve most of these issues. You may want to vote for that.

  • Crystal Kinsman commented
    8 Apr, 2020 12:33am

    It would be helpful to add the DOB and insurance information fields when adding a new patient