Dentrix Ideas

1 Vote

Organize Ledger Treatment Plan by visit number

When sending prior authorizations I send them in groups by visit number, organizing the treatment plan ledger by the same groupings as the treatment planner in the patient chart would be a huge time saver and keep codes from getting missed. You ca...

Created 25 Jan 22:14 by Guest

Ledger

0 Needs review
1 Vote

Patient balance option

In enterprise, in the ledger at the bottom you can see the patient balance and family balance. As well as see where the balance is coming from and appropriately apply them to the correct procedures.

Created 25 Jan 12:40 by Guest

Ledger

0 Needs review
3 Vote

Standard Aging Report Should Not Be Affected by Insurance Payments on Claims Irrelevant to the Outstanding Aged Amount

When a patient has a balance on their account for over 60 days, then a new claim on the family is paid by insurance, it affects the aging on the account and changes it so the balance is no longer over 60 days. There needs to be a fix regarding thi...

Created 24 May 19:33 by Chelsea Drilling

Ledger

0 Needs review
3 Vote

Remove "Please Pay This Amount" on emailed statements

We just had QuickBill installed to our program so that we could now email statements to patients. The mailed home statements look perfect, but the emailed ones have a "Please Pay This Amount" that shows a balance that is not correct due to the fac...

Created 18 May 22:34 by Guest

Billing and Adjustments

1 Needs review
2 Vote

Archive adjustment types not used

No description provided

Created 16 Mar 11:56 by Guest

Ledger

0 Needs review
2 Vote

Automatically Allocating Balances

Instead of manually allocating debit and credit adjustments for a family ledger, Dentrix should be able to run a utility report to allocate automatically all ledgers that are unbalanced.

Created 15 Mar 19:00 by Guest

Billing and Adjustments

1 Needs review
3 Vote

A list of individual patients that have Credit Balances .

There is not a way to print a list of individual patients that have Credit Balances on their Accounts. Not credit Family Balances, but individual Ledger balances.

Created 09 May 21:41 by Guest

Ledger

1 Needs review
3 Vote

Month End Close

You should have a selection drop down of which month you want to close - Jan, Feb, etc...not some convoluted 1, 2, 3 do some weird math count back.

Created 04 May 21:45 by April Novak

Ledger

0 Needs review
2 Vote

calculated transaction fee

We'd like to charge a 3% fee for credit card transactions. It would be nice if Dentrix had a feature that would add a calculated fee like the one that does a discount for clergy or cash.

Created 09 Mar 17:03 by Guest

Billing and Adjustments

1 Needs review
2 Vote

Quickbill Email body message

Would like the ability to modify the body of text that is sent with Emailed statements sent to patients. Right now the body mentions "You can use the link below to pay the amount due on your E-statement for the next 30 days." This sentence can be ...

Created 06 Mar 16:25 by Guest

Statements

0 Needs review