Dentrix Ideas

Guarantor Note Improvement

It would be very helpful if the G notes had separate parts to it. For example, it would be great if we can keep one for everyone in the family and then have separate note sections for each family member.

We intend to use the family note for things relating to the family as a whole and to keep track of who owes what amount whenever they come in on top of each other. This would be a great help.

The individual sections for each family member would be for ledger notes pertaining only to that member, naturally.

Doing this would help keep notes for large families easier to understand, keep things nice and tidy, and just improve efficiency overall.

  • Guest
  • Feb 18 2025
  • Needs review
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