Dentrix Ideas

Attaching multiple patients to documents at one time in Document Center

I would save time if when attaching patients to documents that we could select multiple patients at one time instead of having to do them one at a time.  (Hold down Ctrl button to select all that apply)

  • Guest
  • Aug 15 2019
  • Future consideration
  • Apr 7, 2020

    Admin response

    If you are referencing an EOB for example, you could use these steps.

    1. Scan and attach the EOB in the Document Center for one of the patients

    2. Click on the Document then, Edit | Modify Document Attachments

    3. Under Attach Documents By, click the >.. button by Patient

    4. Choose one of the other patients on the EOB

    5. Repeat as needed for all patients on the EOB

  • Attach files
  • Carisa Luedtke commented
    10 Nov, 2020 08:54pm

    Admin response step 4 - it would be helpful to see a list of patient's family file members.