Dentrix: New Patient Intake Form Data Sync

This guide explains how new patient intake forms submitted through CareCru automatically update patient profiles and create medical alerts in Dentrix, eliminating manual data entry, reducing errors, and saving your team time.

Learn the following:

• What this Feature Does
• How to Access Synced Data
• When a Medical Condition, Allergy or Medication is Missing in Dentrix

What This Feature Does

Automatic Patient Updates:

• When a patient submits a form, their demographic details are automatically synced to both CareCru and Dentrix based on the information provided.

  Synced fields include:

  • First Name / Last Name
  • Address
  • Birthday
  • Gender
  • Phone
  • Email

  No Overwriting Rule

  • Existing patient demographic details in Dentrix remain unchanged, except for Address data.
    • Missing address details will be added automatically.
    • If any address information in the recent form submission is different from what is on file, that field will be updated (overwritten).

Medical Alerts Created:

• Allergy, Medication and Conditions will be added into Dentrix in the patient's Health History Alerts:
  
  
  
   
• If set up in Dentrix, you'll also notice the Health History indicator on the Appointment view within the Schedule:
  
   
• You'll also be notified in the Appointment view, beside the Patient Info button:
  
  
   

⚠️When a Medical Condition, Allergy or Medication is Missing in Dentrix

If a patent selects a medical condition, allergy or medication that has not been previously set up in Dentrix's Health History Setup, then CareCru will append the information as a Patient’s Health History Note by adding a new line for each entry with date and time stamp for audit trail.

Example: Allergy "Soybeans" not set up in Dentrix, will append as a note:

To Add a Missing entry in Dentrix, click on the Health History Setup icon in any patient Health History:

Select the appropriate tab, Medical Conditions, Allergies or Medications and add in the missing entry:

 

💡Note: When there are no medical records from the form flagged as critical, the Health History Alert icon stays unmarked (white).