Dentrix Ideas

9 Vote

Add ability to email walkout receipt

It currently takes 6-7 clicks to email a receipt. Your suite of applications allow for eClaims, eBills, etc. why not an eStatement or eTreatment receipt? It's efficient, saves paper and available at a patient's finger tips for home filing. Thanks.

Created 10 Aug 16:53 by Guest

Statements

1
4 Vote

View insurance from the ledger

From the Ledger, it would be really helpful to be able to easily view the account's insurance information straight from the Ledger instead of just pulling up a claim. Currently, I'm having offices complain that they can't just click on the benefit...

Created 15 Dec 00:55 by Guest

Ledger

0 Needs review
11 Vote

Offer BYPASS option for adjusting balances when archiving

The requirement that all members have a zero balance is ridiculous. When we're archiving patients, we do not CARE if individual members have balances, only that the family balance is ZERO. You took a quick and easy process and made it extremely ti...

Created 26 Aug 21:52 by Guest

Billing and Adjustments

2 Future consideration
1 Vote

Hygiene and Dr codes default

Being able to set codes as hygiene or Dr codes so when set complete the code defaults to the providers on the appointment. For example when setting appointments complete the exam codes would automatically be set to the Dr and not the hygienist. El...

Created 11 May 16:31 by Guest

Ledger

0 Needs review
2 Vote

Enter tax/discount round to nearest dollar

It would be nice if this was set up to round to the nearest dollar, that way it keeps things with whole number and no change.

Created 16 Nov 17:34 by Guest

Billing and Adjustments

0 Needs review
4 Vote

SEPARATING ACCOUNTS

I have no idea how many times this needs to be said, but it needs to be DONE ASAP. Separating accounts. If a child turns 27 for example, no longer is on INS and parents request them off the account. No balance on ANYONE, we separate - all of a sud...

Created 01 Dec 15:11 by Guest

Ledger

1 Already exists
5 Vote

QR code on statements

It makes payments much easier and faster

Created 03 Jun 12:28 by Guest

Billing and Adjustments

0 Needs review
3 Vote

Customize office journal

we have in-office codes that we add to the ledger for when a patient cancels or reschedules an appointment but we want it to copy over into the Office Journal as well for reference. Being able to customize what we want the journal to track, or see...

Created 15 May 20:55 by Unknown Unknown

Ledger / Office Journal

0 Future consideration
1 Vote

Allow more characters to be typed on statement notes

To print a manual patient specific note on a statement, it literally only allows a sentence and a half. Plenty of room to allow additional text.

Created 03 May 16:49 by Guest

Statements

0 Needs review
3 Vote

Adjust balance forward date when printing statements from Ledger

It would be really helpful to be able to adjust the balance forward date when printing or e-sending statements directly from the ledger. One month is often not enough time to capture all the services contributing to the balance of a family (especi...

Created 04 May 14:37 by Guest

Statements

0 Needs review