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
Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.
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.
Love this idea!!!!!
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.
It would be helpful to add the DOB and insurance information fields when adding a new patient