Dentrix Ideas
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Ability to see what Staff sent Billing Statement
The ability to see what staff member sent a billing statement, When you open the office journal you can see when a billing statement was sent but it should also have the staff Id who sent it. We want to be able to track that someone is doing their...
Created 11 Feb 10:42pm by Guest
Statements
0
Needs review
5
Vote
merge old inactive patient and same re-entered patient ledgers
We mistakenly entered a "new" patient into Dentrix but they were already an existing patient, and set complete treatment on the new patient ledger. It would be great if we could merge those two ledgers and combine so there's no confusion
Created 28 Jan 04:59pm by Guest
Ledger
0
Needs review
6
Vote
Ability to print statement with custom date parameters
Patients often request custom dates of transactions. Currently that is not doable through the print feature with either transactions OR statement.
Created 23 Jan 09:56pm by Vicki Neve
Statements
0
Needs review
3
Vote
Add discount to treatment plan
Adding a discount to the treatment plan with a percentage will be more helpful.
Created 28 Jan 07:02pm by Gourgen Almasi
Ledger
0
Needs review
3
Vote
would love to see an END date on a ledger - So there is an easy way to print a ledger for a Pt within a specific date range >> EX 1/1/2024 to 12/31/2024
would love to see an END date on a ledger - So there is an easy way to print a ledger for a Pt within a specific date range >> EX 1/1/2024 to 12/31/2024 - People are requesting for billing and tax purposes
Created 27 Jan 09:42pm by Guest
Billing and Adjustments
0
Needs review
6
Vote
Print Income Tax Receipt
The option now is not an Income Tax Receipt. It should show only payments made by the patient throughout the tax year. Not the adjustments, treatments, ins. payments, etc.
Created 8 Jan 06:50pm by Guest
Statements
0
Needs review
1
Vote
Expected from Dental
In the box at the bottom of the ledger, it would be great if the "Expected from Dental insurance" would be changed to "Expected from Primary Dental Ins." and below that "Expected from Secondary Dental Ins." or the "Expected from Additional Insurance"
Created 7 Feb 03:00pm by Guest
Ledger
0
Needs review
3
Vote
Add a down payment field to the payment agreement form.
Field is helpful as it will deduct from the total agreed amount and it can coincide with the agreement date.
Created 23 Jan 03:16pm by Guest
Billing and Adjustments
0
Needs review
8
Vote
Need start AND end date for printing ledger transactions.
Need start AND end date for printing ledger transactions.
Created 12 Dec 07:44pm by Guest
Ledger
0
Needs review
28
Vote
Print an specific date of service without printing the entire ledger history
For patients that have supplemental insurance they request specific receipts showing the date of service and payment for that specific day only. It will be nice to just print what they need instead of the entire ledger.
Created 6 Jun 03:18pm by Guest
Ledger
3
Needs review
1
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