Dentrix Ideas

2 Vote

Ability to View Archived Patient Ledger & Document Center

Allow ability to view archived patient ledger and document center without having to change their status to patient or non patient.

Created 11 Apr 05:43pm by Guest

Ledger

2 Needs Additional Detail
4 Vote

Color differentiation for invalidated procedures in ledger!

Invalidated procedures stay in the account ledger but it's very hard to see the +/* difference unless you're looking for it. Having invalidated procedures represented by a text color would easily eliminate a lot of confusion.

Created 11 Apr 03:22pm by Guest

Ledger

1 Needs review
3 Vote

Search Bar for Ledger

Allow us to search for a specific code or tooth # in the ledger. A search bar option would be helpful instead of having to scroll through the whole ledger to find what you're looking for.

Created 11 Apr 01:04pm by Guest

Ledger

1 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
20 Vote

Need an easy way to print ledger for a specific date range with a chosen START and END date, patients always request this for their taxes.

This would help the staff to print out the ledger for a calendar year, showing total of charges, discounts or write-offs, insurance payments and patient payments. We have about 100 patients each year that request this for their taxes. Our old soft...

Created 4 Apr 09:23pm by Guest

Statements

3 Future consideration
3 Vote

All procedures have a note symbol attached now

Since last update all procedures in completed and treatment planned have the music note symbol attached to show there is a note when there isn't

Created 4 Apr 02:29pm by Guest

Ledger

0 Needs review
5 Vote

Statements

1) Make it possible to change the "balance forward" date when sending a statement directly from a patients ledger (Print/Statements/Send Electronically). 2) Make it possible to add an attachment to an emailed/mailed statement, such as an EOB. 3) A...

Created 3 Apr 06:58pm by Brenda Paulen

Billing and Adjustments

0 Needs review
1 Vote

QuickBill Attachments

There needs to be an option to attached documents to quickbills when sending bills electronically it only sends the statement. We need to be able to attach the eobs or any other necessary documents when sending the bill. Patients often call saying...

Created 31 Mar 08:00pm by Guest

Billing and Adjustments

0 Unlikely to Implement
3 Vote

Patient Refund or Voided payment show on deposit slip

I would like for a voided payment or patient refund to show on the daily deposit slip and not just as a debit adjustment on the day sheet.

Created 28 Mar 09:35pm by Guest

Billing and Adjustments

0 Needs review
2 Vote

UCR vs PPO Billing Write Off Report

We currently bill our claims at our UCR fee schedule and post to the ledger using the insurance/PPO contracted fees. I would like to run a report to know how much is being "written off" per PPO fee schedule and then be able to compare this as a pe...

Created 27 Mar 07:03pm by Guest

Billing and Adjustments

0 Needs review