When making appt for NP.. the DOB should be inputed. As well as being able to scan any phone slips or INS VER into docucenter right away
Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.
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.