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Now in Beta: SR Intake Writeback Integration (Open Dental and Dentrix)

Posted on Oct 14, 2020 by Hilary Melander

    We are now beta testing two SR Intake integrations that will allow select Demographics to write back into the Open Dental and Dentrix patient management systems. By automatically writing back fields back into the patient management system, we will save office staff countless hours of work so they can focus on patients. The beta program is currently underway. If you would like to be put on a waiting list to be a beta participant, please fill out this form. 

    What’s Included?

    These two new integrations create the opportunity for two types of writebacks: 

    1. Select Demographic field level writebacks. Fields include: 

    Demographic Information

    • Preferred Name
    • First Name
    • Middle Initial
    • Last Name
    • DOB
    • Address
    • Preferred Language

    Contact Information

    • Cell phone
    • Home phone
    • Work Phone
    • Email Address
    • Preferred Contact Method 
    • Emergency Contact Name
    • Emergency Contact Phone

     

    1. This new integration also attaches the completed patient intake form as a PDF back into the PM.  

    What is expected from beta participants? 

    Beta participants are asked to commit to the following:  

    • Actively send any and all (good and bad) beta feedback to tholbrook@solutionreach.com  over a 90-day period
    • Complete a brief beta follow-up survey 
    • Accept an invitation for a 30-minute beta follow-up interview 

    Beta Qualification Requirements

    • Must be an active SR Intake customer
    • Must have Open Dental or Dentrix as a PM
    • Must assign a designated point-of-contact
    • Availability for a 60-minute integration set-up call
    • Availability for a 30-minute integration follow-up call 

    The beta program is currently underway. If you would like to be put on a waiting list to be a beta participant, please fill out this form. 

    Topics
    SR Intake, beta
    Hilary Melander

    Hilary Melander

    One of the most empowering moments in her career came from an "ah-ha" or "lightbulb" moment when she realized that creativity is simply problem solving. This realization sparked an enthusiasm deep inside for problem solving and has been the impetus driving her career as a Sr. Product Marketing Manager. Hilary has a Masters in Business Administration from the University of Utah and a Masters degree in Sociology from Brigham Young University. She values community involvement and just completed 4 years as a squad leader on Salt Lake County Sheriff’s Office Search and Rescue team and the Friends of SLC Search and Rescue 501(c)3. She currently serves on the board of the neighborhood HOA.

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