Dentrix Ideas

Ability to View Archived Patient Ledger & Document Center

Allow ability to view archived patient ledger and document center without having to change their status to patient or non patient.

  • Guest
  • Apr 11 2023
  • Needs Additional Detail
  • Apr 13, 2023

    Admin response

    Thank you for your feedback! We would like to explore this further. Could you please provide more details/describe the scenario when you need to see ledger or document center for a patient who was archived?

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  • Guest commented
    13 Apr, 2023 03:14pm

    This is most useful when another office calls to get a patient's history. To look up treatment history, we would need to look into the ledger and document center in order to view that info but when a patient is archived the only way to do so is to change the patient status from archived to patient in the family file in order to look up that info in the ledger/document center and then go back and archive the patient after looking up that info.

  • Guest commented
    13 Apr, 2023 03:13pm

    This is most useful when another office calls to get a patient's history.�� To look up treatment history, we would need to look into the ledger and document center in order to view that info but when a patient is archived the only way to do so is to change the patient status from archived to patient in the family file in order to look up that info in the ledger/document center and then go back and archive the patient after looking up that info.
    ________________________Timothy J. Dunn, D.D.S., P.A.10010 Old Georgetown RoadBethesda, MD 20814Office 301-530-4000Fax 301-530-0875tdunndds@verizon.net

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