Dentrix Ideas

1 Vote

We should be able to enter a single credit card insurance payment without doing a bulk payment

We should have the ability to click on the claim from the ledger and post payment with a credit as we do with a check.

Created 06 Jun 19:10 by Megan P

Billing and Adjustments

0 Needs review
1 Vote

The ability to check what email an e statement was sent to.

We should be able to check from the submission history what email a statement was sent to for verification, not only the family file which may not be indicative of where the statement went.

Created 06 Jun 19:06 by Megan P

Statements

0 Needs review
1 Vote

Different Color for In House Savings plan purchase on Ledge

Need a different color for different entries on ledger to they are easily visable when scanning to see the purchase date

Created 05 Jun 20:18 by Guest

Ledger

0 Needs review
1 Vote

Way to add to end of month scans to auto archive or delete inactive accounts

Good morning I was directed to send an email to implement in future Dentrix updates the option to run a scan at end of month to either auto archive inactive patients or remove their files from our Dentrix system. The reason we were looking into th...

Created 23 May 15:35 by Guest

Ledger

0 Needs review
1 Vote

Filter the Batch

We have a large office with many items adding to the Batch area. It would be nice to filter those. If my accounts team is working on electronic statements to have all of them in one area verses hunting for them in the long list of things

Created 03 May 20:07 by Guest

Billing and Adjustments

0 Needs review
1 Vote

In the Billing/Payment Agreement Manager it would be helpful to see a history of all past agreements for the family. I would also be extremely helpful to have multiple family members on payment plans .

Case #02487966 In the Billing/Payment Agreement Manager we are placing a certain patient on a payment plan however the payment is going under the Head of house hold. We would like to be able to place multiple patients that are on a family file on ...

Created 28 Apr 14:06 by Guest

Billing and Adjustments

0 Needs review
1 Vote

add deposit to the account payment agreement

add deposit that will not effect the payment agreement original amount or date . if patient make deposit in their account on the agreement day for example $100 in $1000 agreement starting on 1/1 then the $100 will either not count in the total amo...

Created 19 Apr 15:26 by Guest

Billing and Adjustments

0 Needs review
1 Vote

Bring back opening patient Ledger with online payments

Before we upgraded to the newest version. I was able to post online payments to patient ledgers and it would automatically open the patients ledger it got posted too. Then I could make sure that it was posted to the correct family member not just ...

Created 18 Apr 15:43 by Guest

Billing and Adjustments

0 Needs review
1 Vote

Hide inactivated providers in the ledger to split payments.

Hide inactivated providers in the ledger to split payments. Splitting payments in the ledger is attaching inactivated providers.

Created 18 Apr 13:35 by Guest

Ledger

0 Needs review
1 Vote

We would like to have in a billing statement which would only show due payment

No description provided

Created 12 Apr 15:32 by Guest

Billing and Adjustments

0 Needs review