Regarding the recent update for New Patient Intake process: There are circumstances when a patient is not "new" even though they are being added to the system (such as same provider but different office locations). Now that Dentrix is auto populating the "1st visit date", you are not permitted to edit/remove this date. End of month reporting for New Patients and New Patient Letters are generated from this date and now these reports will not be correct at the end of the month. Changes are great when you can work smarter and not harder; however this update is creating a lot more work on the back end to ensure that our end of month reporting is correct. Please enhance this update to allow for editing of the "1st visit date" PLEASE AND THANK YOU!!
Please allow offices to edit the first first date to reflect true new patients. We can not utilize any reports with this update which makes this update useless for our office and any reports will be inaccurate.