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Items to Get and Send

When the doctor is diagnosing and treating a patient, he/she decides if they need any additional x-rays/reports from another doctor as well as if your office needs to send any x-rays to any other doctor. When the doctor checks these items from within the patient’s record on the Note page or by clicking the Items Needed button on the Notes to Front page, it generates a report for the front desk.

This list needs to be checked daily, or throughout the day and as many items requested and sent as possible.


To open this report, select Reports from the top menu bar and then click Daily Reports


From the Daily Reports menu choose Daily Items to Get and Send.  If the button is enabled, that means there are items on the list to be done.


This report shows what you need to get or send. The date this request was made is shown, as well as the referring doctor’s name and phone number.

There is also a field for ‘Progress Notes’. This is handy to use if you called to request the x-ray but you do not want to take the ‘request’ off the list until the x-ray actually comes in. In this case, you would leave the item checked but enter a ‘Progress Note’.

Again, like in all other places of the program, you should enter a note for everything that happens with the patient. If you send an x-ray to an oral surgeon, enter a note… To enter a new note from this report, click the ‘New Note’ button. For more information on Notes, see the ‘Patient Notes’ help topic.

If you need to open the patient’s record for any reason you may click the ‘Open Record’ button.


If you would like to view the notes on this patient, click the ‘View Notes’ button.


To scroll through all the patients who need something sent or obtained, use the ‘Next’ and ‘Previous’ arrow buttons.


Try to get as many of these done each day as possible. As treatment progress may depend on obtaining these items.


When you are completed with this report, click the ‘Close’ button.

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