Copying a patient's birth date

As you work with patients' records each day, it is not unusual for you to constantly have to provide a date of birth (DOB), such as when working with insurance coverage. Let's say you need to enter a patient's birth date in a document, so you pull up the patient’s record and then type the date that is displayed on the patient ribbon. That type of manual data entry has two problems: it’s prone to human error, and it's time consuming.

You can reduce data entry errors by navigating to the patient's Patient Information page, selecting the DOB, copying it to the clipboard with the Ctrl + C (Windows) or Command + C (Mac) key combination, and then pasting it into the document with the Ctrl + V (Windows) or Command + V (Mac). However, that makes the process even more time consuming.

To help reduce errors and time with data entry, while you are viewing a patient's record in Dentrix Ascend, you can now to quickly copy the birth date to the clipboard for pasting elsewhere.

To copy a patient's date of birth to the clipboard

1. With a patient selected in the Patient Search box, if the patient information ribbon is not visible, click (or tap) the arrow button below the box to view the ribbon.

   

2. On the patient information ribbon, click (or tap) the DOB.

   

   Dentrix Ascend displays a message that the birth date has been copied.