Dentrix Ideas

Email receipts/ledgers directly through Dentrix

There should be an email option on the ledger that allows users to email receipts/ledgers etc directly through Dentrix picking up the email from the family file instead of printing (wasting paper), scanning, emailing and then shredding. 

  • Guest
  • Oct 9 2019
  • Already exists
  • Oct 14, 2019

    Admin response

    Thank you for the suggestion. we do currently have a feature that you can email customers, please see the steps below.

    For users with G3+:

    1. Send the desired report to the Batch (Family Ledger, Walkout, etc).

    2. Print Preview the document | File | Print Report |

    3. Choose Send to Dentrix Document Center as the printer | Click OK

    4. Open the Document Center for the patient.

    5. Select Acquire | Unfiled Documents and drag file onto the patient's name in Document Center

    6. Make sure the report is selected and then click (File | Send Documents if there is a email client set up)

    7. This will attach the report to an email that you can send to the patient.

    8. Select file | Export Documents | create a folder e.g. "email file" name the document and click save.

    9. Open a HIPAA compliant email service or email the practice uses, and attach the email through that client, click "Send"

  • Attach files
  • Guest commented
    13 Jul 06:52am

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  • Guest commented
    8 Mar 12:11am

    I cackled at "Wow, way to make it difficult Dentrix. This is horrible." lmfao I agree


  • Guest commented
    30 Sep, 2021 02:42am
    Wow, way to make it difficult Dentrix. This is horrible.
  • Guest commented
    8 Apr, 2020 03:31pm

    If isn't an easy button that could be created... maybe in addition to the printer "Send to Doc Center" maybe there could be a printer "Print to email".

  • Guest commented
    3 Apr, 2020 05:40pm

    There should be an easier way to direct email without all these additional steps