Dentrix Ideas

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
1 Vote

Payment agreements for specific patient, not whole family

There should be the ability to set payment agreements to a specific member of the family, rather than the whole family. I do not want to have to split a member out of the family especially if they are on the parent/spouse's insurance. If Dentrix d...

Created 13 Jan 21:52 by Cathy Shen

Ledger

0 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
1 Vote

ability to print out walk out receipt from previous days

No description provided

Created 11 Jan 18:26 by nadia smith

Ledger

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
2 Vote

Aging report balances between insurance company balance and patient balance

It would be very helpful on Aging report to separate what is outstanding from insurance company and what is owing by the patient. This would be useful to the admin team.

Created 02 Mar 15:40 by Guest

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 15:09 by Guest

Billing and Adjustments

0 Needs review
6 Vote

Allocated Transfers on Walkout

Please make a way to remove the allocated transfer balances so that they will not show up on the Patient's walkout. As the patient does not understand these.

Created 16 Sep 14:16 by Guest

Ledger

0 Future consideration