Dentrix Ideas

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
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
8 Vote

Patients Doing Web Payments need to Post Automatically to their Ledgers

Currently we have to manually approve/post payments to patients accounts that already opt in to pay their statements online via quick bill. If a patient makes a payment after business hours then it doesn't get "manually" posted until the next day....

Created 06 Oct 13:41 by Guest

Ledger

3
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
6 Vote

Be able to show multiple credit card payments individually rather than Dentrix showing as one payment

Alot of patients use their FLEX credit card to pay part and their personal credit card to pay part. They can not get reimbursed for the FLEX without proof of payment. Dentrix lumps both payments into one so we can not show the FLEX amount

Created 12 Oct 18:51 by Guest

Ledger

0
3 Vote

Print Individual Specific Items from Ledger

In Eaglesoft, you can highlight any items you want on a patient/family ledger and then print a smart claim that shows only those items. It would be helpful if Dentrix had this feature for when patients who are on a family account want to submit on...

Created 03 May 18:24 by Guest

Ledger

0 Needs review
3 Vote

Visits in the Tx Planner should be included on the Tx Plan Ledger

When procedures are grouped by visit in the tx planner, it would be nice for the same to show in the tx plan ledger.

Created 03 May 17:30 by Shari

Ledger

0 Needs review
4 Vote

texting payment request

The office names needs to show up on the text message. The message looks like spam because the practice name is not on the text or the link.

Created 17 Oct 19:27 by Guest

Statements

0 Needs review