The Dentrix Blog

Helping You Do More with Your Dentrix System

Updated 6/25/2019

With the Dentrix Document Center you can scan, capture, and import documents such as patient letters, EOBs (Explanation of Benefits), referral letters, and images (such as patient pictures and X-rays). You can attach these documents to patients, providers, insurance carriers, and referral sources.

There are times when you will want the same document to be attached to an entire family or to multiple patients. Instead of scanning the document multiple times in each patient’s Document Center, you can attach multiple patients to the same document. For example, if you scan a guarantor’s insurance card, you can attach it to all family members covered under that plan.

To attach another patient to a document:

  1. Open the Document Center and select the patient who has a document that should be attached to another patient.
  2. Right-click on the document you want to attach to another source and select Modify Document Attachments.
  3. Click the Patient search button.
  4. In the Select Patient dialog box, search for and select the patient(s) you want to add to this document and click OK. Repeat this process for every patient you want the document to be attached to. The patient(s) you attached will be listed in the Document Attachments list.
  5. Click Close to return to the Document Center.

Bonus Tips

  • In addition to attaching multiple patients to a document, you can also attach providers, staff members, employers, insurance plans, and referrals. For example, if you have a letter referring a patient to an oral surgeon, you can attach that document to the patient, the provider who wrote the letter, and to the referred surgeon. A copy of the letter will then be found in each source’s Document Center.
  • To remove an attachment, select it and click Remove Attachment.

For additional information read the Modifying Document Attachments topic in Dentrix Help, or Managing Unfiled Documents in the Document Center in Dentrix Magazine.