Dentrix Ideas

Option to hide/abbrev. name on schedule

Option to hide or abbreviate name on printed and computer schedule to hide info from other patients.

  • Felisha Ivery
  • Jul 11 2024
  • Needs review
  • Attach files
  • PB commented
    16 Jul 11:33pm

    Appt book > view > click "new" - "appt display info," (right side) choose "preferred name" in the first drop down box. This will show only first name (it has to be in the "preferred name" box in the family file for this to work). Remove any other unnecessary info from the other drop downs (phone number, etc.) and leave what you want displayed (appt reason, etc. - we have "appt reason" in the second and third boxes so it shows everything).

    The original screen view you have now will be accessed when you push "F1" and this option should show when you push "F2" - it will tell you on the "select view" box when you go back to appt book > view for sure - you might have other custom views already, so that would push it to F3/F4/F5, whatever.

  • Guest commented
    16 Jul 06:59pm

    This is already an option