Dentrix Ideas

1,826 Vote

Add a third insurance (tertiary) for a patient.

Add the ability to set up a third (tertiary) insurance in the patient's Family File, and even a fourth (quaternary). This is increasingingly important because so many people are picking up Aflac's supplemental insurance. This is also needed for wh...

Created 9 Jul 04:37am by Guest

Insurance

154 Planning to Implement
1,642 Vote

Make it easier to change the insurance plan to bill and resubmit a claim to the corrected insurance plan.

Allow users to edit an insurance claim in history. Make it easier to change the insurance plan to bill and resubmit a claim to the corrected insurance plan.

Created 9 Jul 04:54am by Guest

Claims / Insurance

84 Likely to Implement
1,338 Vote

Option to calculate/show discounts and write-offs on Treatment Plan

Add a column to the Treatment Planner that calculates and shows discounts or write-offs. Show credit adjustments as part of the treatment plan (cash discounts). Wants to be able to see adjustments as part of the treatment plan financing without ad...

Created 9 Jul 04:46am by Guest

Ledger / Treatment Plan

121 Future consideration
1,294 Vote

Task list reminders

Would like to be able to schedule reminders that display. For calls to be made, letters and reports to be printed, and various tasks, and the ability to check them off as they are done (could be added to Office Journal). Specify which provider or ...

Created 9 Jul 04:40am by Guest

Office Journal / Practice

101 Likely to Implement
1 Vote

Text message reminders

I'm not always seeing new texts that come in on the Patient Engage toolbar. When I open the "Hub" there may be new texts there that I haven't seen. NEW TEXTS RECEIVED NEED TO SHOW UP ON THE TOOLBAR! Also, automated texts say "Reply HELP=help." Wha...

Created 26 Sep 10:35pm by LaDonna Ashburn

Patient Engage Live & Mobile

0 Needs review
1 Vote

lab manager: on home screen for it to have an option to show appointment date of delivery not prep

Create date is the date we added it to lab manager but then there is an option to attach to an appointment in the future but it does not show on the lab manager home screen/ list of patients. It would be helpful to keep track and make sure assista...

Created 26 Sep 09:14pm by Guest

Lab Case Manager

0 Needs review
1 Vote

Allow othe account actions while in the claim box

We recently updated to and can no longer do anything while a claim box is open. We used to be able to scroll the account screen, toggle through other claims, enter adjustments. It would also be great to be able to be able to open the family file, ...

Created 26 Sep 02:07pm by Guest

Ledger

0 Needs review
1,015 Vote

Send forms through fax or email

Would like to be able to send billing statements, walkout statements, day sheets, appointment reminders, treatment plans, tooth chart, perio chart, insurance claims, prescriptions and any other necessary forms via e-mail. [5546]

Created 9 Jul 04:33am by Guest

Ledger / Patient Forms

95 Planning to Implement
934 Vote

List all documents & forms that need to be signed (unsigned Clinical Notes)

A report or module that lists all documents (Document Center, clinical notes, questionnaires, consent forms, etc.) that need to be signed. A signature manager. Have options for all within a date range and other filters. Include a flag to indicate ...

Created 9 Jul 04:49am by Guest

Reporting

101 In Development
898 Vote

Track sick leave, PTO, vacation, and holidays

Add options for the Time Clock to track sick leave, PTO, vacation, and holidays. Set up columns for regular hours and additional columns for each sick, vacation and holiday. Show vacation time as a different color. Options to auto pay holidays, al...

Created 9 Jul 04:45am by Guest

Timeclock

66 Planning to Implement