Dentrix Ideas

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 4 May 09:45pm by April Novak

Ledger

0 Needs review
3 Vote

Accounts with Payment Arrangments

Allow account feature to be added to no statement, no financial charges and no 90 day account past due. These accounts are showing up in our aging report and make our % of overdue accounts especially 90 plus days inaccurate.

Created 21 Apr 03:09pm by Guest

Billing and Adjustments

0 Needs review
2 Vote

Statements

Being able to add the patients phone number on the billing statement, this will bring offices up to code with Collection agencies

Created 11 May 03:59pm by Guest

Statements

0 Needs review
3 Vote

Choose what is on a receipt

I want to be able to manually select what is printed on a receipt. For example, I only want to print the payments made or print only the procedures from a previous appointment (with ADA codes too)

Created 4 Apr 01:53pm by Guest

Statements

1 Needs review
3 Vote

Income Tax Receipt

A clear and easy to read income tax receipt for all expenses paid by the patient and family members only

Created 31 Mar 07:09pm by Mikayla Bruneau

Ledger

0 Needs review
3 Vote

Billing

There should be a way to bill an individual patient and not only the guarantor on the family account. When the guarantor has an insurance claim still out, but an individual in the family has a balance you can not bill the individual the balance du...

Created 25 Mar 04:11pm by Guest

Statements

0 Needs review
3 Vote

Select patient by address

It would be nice to select/find a patient by address. I have received some checks that have no identifying info except for an address.

Created 15 Mar 10:17pm by Guest

Billing and Adjustments

0 Needs review
3 Vote

Finance Charge Option: option to skip if last charge was within the last 30 days

For those of us who send statements weekly, the Finance Charge report is a mess and takes extra time to audit and remove. For example: I sent statements on 2/25/2022 with a due date of 3/17/2022. Finance charges are set to automatically place on t...

Created 10 Mar 04:56pm by Heidi Ball-Kilbourne

Billing and Adjustments

0 Needs review
2 Vote

Change Print Order of Fast Checkout

When you select the fast checkout option, the insurance claim prints first followed by the walkout statement. Allow us to customize the print order so we can choose to print the walkout statement first if we choose to do so.

Created 11 Apr 12:22pm by Guest

Ledger

0 Needs review
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 04:31pm by Guest

Ledger

0 Needs review