Dentrix Ideas

3 Vote

Add "after the fact" note button to a closed month procedure so at any date you can make note of a tooth # change

A tooth number was incorrectly put into a limited exam 1/18/24. We close our months out so I can't correct it. BUT!!! There needs to be a place to put a MEMO with the existing code/date/procedure with a ! or something to show a note has been added...

Created 01 Oct 17:41 by Guest

Ledger

0 Needs review
92 Vote

Default "balance forward" date for billing statements

Add the ability to specify the "balance forward" date on the Billing Statement; a relative time period, instead of always defaulting to 1 month ago. For example: 3 months, etc.

Created 09 Jul 04:53 by Guest

Statements

13 Future consideration
27 Vote

When posting payment or checkout patient option to email receipt as well as printing.

Most patients want an email receipt vs a printed receipt for visits and payments.

Created 13 Mar 20:44 by Guest

Billing and Adjustments

4 Needs review
12 Vote

automatic post "sent Statement" in Ledger once it is printed or e-billed

No description provided

Created 13 Feb 20:17 by Guest

Statements

0 Needs review
15 Vote

to be able to print a start date and end date for patient ledger rather than inputting a specific date and everything proceeding printing as well

No description provided

Created 28 Nov 21:16 by Guest

Ledger

1 Needs review
4 Vote

Audit individual patient

There should be a way to search an individual patient's history, eg. claims sent or deleted, payments entered or deleted, adjustments made or deleted.

Created 14 Aug 16:39 by Guest

Billing and Adjustments

0 Needs review
4 Vote

Ledger is not updating correctly after the close of month

Ledger is not showing the correct family balances until when update the ledger of the patient this just happen with patients that a positive balance as credit

Created 08 Aug 13:15 by Guest

Ledger

0 Needs review
8 Vote

Income Tax Statements

Looking for something much easier to print off a patients payments from a period of time to be used for income tax purposes. The one we use now shows everyone from the family and includes all the insurance payments as well. Other software has the ...

Created 16 Apr 15:10 by Guest

Ledger

2 Needs review
1 Vote

E-mail statement or receipt

Most patients request you to e-mail receipt or statement

Created 30 Oct 14:15 by Guest

Ledger

0 Needs review
5 Vote

Bolder fonts on ledgers

please make the fonts easier to read at a quick glance. The numbers and the minus sign on the bottom section of the ledger occassionally cause us to misquote.

Created 03 Jul 20:57 by Guest

Ledger

0 Needs review