Dentrix Ideas

1 Vote

One the tool bar change the saved credit card green or red if there is a credit card save.

No description provided

Created 27 Mar 20:22 by Guest

Billing and Adjustments

0 Needs review
4 Vote

Allow the ability to customize statements/invoices with only SPECIFIC line items

Allow us to select ONLY those line items to include in a statement/invoice to send to the patient -For example, DOS was 9.30.24, Insurance payment and adjustments posted 11.4.24, Patient payment made 1.16.25... Right now there is no way to customi...

Created 12 Mar 19:32 by Guest

Ledger

0 Needs review
1 Vote

AR report

Allow the report to exclude any opening claims with the insurance.

Created 26 Mar 19:42 by Guest

Billing and Adjustments

0 Needs review
6 Vote

When printing a patients ledger, remove internal adjustments for allocation/credit/debit from showing. Confuses patients.

When patients want a printed ledger for end of year of for their hsa, I would like it to print without the internal adjustments for allocation/credit/debit showing on it. It confuses the pt and makes us look shady.

Created 20 Feb 17:48 by Guest

Ledger

0 Needs review
308 Vote

Attach payments and credits to specific charges

Automatically assign credits to charges for a patient or account and allow the user to override the allocations to assign a portion of a specific credit to a charge.

Created 09 Jul 04:55 by Guest

Ledger

60 Future consideration
307 Vote

Edit transactions in History

Allow the user to change or edit history, even if it requires a high-security password.

Created 09 Jul 04:52 by Guest

Ledger

55 Future consideration
1 Vote

Allow office to reorder adjustment types based on preference, not alphabetical order. Alphabetical is archaic.

No description provided

Created 25 Mar 13:27 by Guest

Billing and Adjustments

0 Needs review
277 Vote

Individual Patient billing type and individual statement

Allow the practice to assign a different billing type for a member of the family, and to be able to run billing statements and walkout statements by individual patients.

Created 09 Jul 04:54 by Guest

Billing and Adjustments / Statements

52 Future consideration
8 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 16:59 by Guest

Ledger

0 Needs review
256 Vote

Customize billing statements

Allow the practice to customize billing statements. For example: option to omit the patient chart number; include or hide certain transaction types; change any of the wording (e.g. Balance Forward, Finance Charge); add any wording; change size of ...

Created 09 Jul 04:53 by Guest

Billing and Adjustments / Statements

59 Future consideration