Dentrix Ideas

3 Vote

Add "after the fact" note button to a closed month procedure so at any date you can make note of a tooth # change

A tooth number was incorrectly put into a limited exam 1/18/24. We close our months out so I can't correct it. BUT!!! There needs to be a place to put a MEMO with the existing code/date/procedure with a ! or something to show a note has been added...

Created 01 Oct 17:41 by Guest

Ledger

0 Needs review
3 Vote

DELETE SERVICES FROM LEDGER

For the love of God, we should be able to delete services from the ledger that were walked out in error. EVERY other software allows this and it's insane that Dentrix does not. Thank you.

Created 01 Oct 16:57 by Guest

Ledger

1 Needs review
184 Vote

Customize walkout statements

Add options to customize the walkout statements. Options to exclude insurance estimates, print with estimate of balance due for next appointment, hide fees and print total at bottom, print out alternate codes. Sort options for procedures. Include ...

Created 09 Jul 04:48 by Guest

Billing and Adjustments / Statements

27 Future consideration
54 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 04 Apr 21:23 by Guest

Statements

4 Future consideration
4 Vote

ADD TOOTH# TO STATEMENT PRINT OUT

Please add tooth# to statement. Its not convenient to print statement then hand write tooth#'s next to each procedure THEN scan it in & email to patient or give to pt in office. PLEASE consider this as option for statements. Thank you!!

Created 16 Sep 16:20 by Guest

Statements

1 Needs review
167 Vote

List billing statements sent with transactions

Option to include a line for each time a billing statement has been generated for the account, within the ledger, listed with transactions; with an option to view the billing statement from the Ledger, also show journal notes in the ledger.

Created 09 Jul 04:52 by Guest

Billing and Adjustments / Statements

30 Future consideration
161 Vote

Finance charge option: skip if claims pending

When applying finance charges, give option to skip accounts or to portion of an account balance where there is an outstanding insurance claim pending payment. [199]

Created 09 Jul 04:54 by Guest

Billing and Adjustments / Statements

5 Future consideration
144 Vote

Patient name changes should not apply retroactively to old ledger entries. Names should be locked down to reflect name at time ofprocedure

Patient name changes should not apply retroactively to old ledger entries. Names should be locked down to reflect name at time of procedure/entry. If Jane Doe got married in Jan 2016 then all her old ledger entries should still be Jane Doe not Jan...

Created 09 Jul 04:17 by Guest

Ledger

1 Future consideration
26 Vote

BALANCE FORWARD=ANGRY PATIENTS

I have seen multiple requests for the Balance Forward on our statements to be be changed to something that makes more sense. PLEASE make our statements easier for the patients to read and for us to explain. Make it make sense! Every time we send o...

Created 01 Nov 15:03 by Guest

Statements

6 Needs review
1 Vote

Add additional filtes for the ledger page

When auditing an account, the filter to show linked transactions is great. I would be awesometo have additional filters to view only adjustments, only pmts, only charges and also only invalidated items.

Created 16 Oct 21:14 by Jerri Haack

Ledger

0 Needs review