Dentrix Ideas

1 Vote

Notification when saved cards are expired or expiring soon

This could be included in the notification bar for daily clinical notes or similar to the alert when Payment Agreements are due. Since we are unable to pull a complete list of all patients with cards on file it's unrealistic to spend the day going...

Created 09 Nov 15:18 by Erin

Ledger

0 Needs review
4 Vote

Date range option for printing Walk Out Statement

This is useful to show services rendered for patient use or insurance purposes.

Created 24 Sep 18:53 by Guest

Ledger

1
2 Vote

Option to print total claim amount billed to insurance, on a statement/family ledger

It would be very helpful when going over a balance with patients if the actual claim total billed to insurance would show on a statement or the family ledger, then you can say "see on the statement, the total billed was $ and the insurance paid $ ...

Created 18 Oct 15:42 by Beth

Ledger

0 Needs review
3 Vote

Bank Deposit Slip

Most beneficial to add a bank name, address and routing # to deposit slip. This way we can use this as it's intended purpose of an itemized bank deposit slip.

Created 28 Sep 19:47 by Guest

Billing and Adjustments

0
4 Vote

Break out separate credit card payments on statement of services/account instead of combining them.

If a balance is paid with two or more credit cards they are combined on the receipt and statement of account into one amount. Breaking this out to show the separate payments would be especially helpful for flex plans, and for families that have mu...

Created 03 Sep 14:32 by Guest

Ledger

0
1 Vote

Include the full address on billing statements

Currently, the statements will only pull the address from line one in the patient's family file. We are in a small town, so a majority of our patients have PO Box addresses. We would like to have the physical address on line one and the PO Box on ...

Created 02 Nov 19:11 by Heidi Ball-Kilbourne

Statements

0 Needs review
5 Vote

Ability to split preauthorizations like claims

If we receive a preauthorization and procedures have not been approved due to pending status, the ability to split the preauthorization without having to delete andrecreate into seperate pred's would keep the integrity of the original pred.

Created 06 Aug 17:28 by Guest

Ledger

0 Future consideration
5 Vote

Showing split payments on receipts instead of combining them into one amount

We are having an issue with flex spending accounts for patients. If they make two separate credit card payments on the same day, when we print their receipt it shows as a combined payment. We need these payments to show up separately. For example,...

Created 30 Jul 16:38 by Guest

Ledger

1 Future consideration
1 Vote

createkeyboard short cut for selecting patient in all modules

When working in the all modules it would be nice to have a keyboard short cut to select patient

Created 30 Oct 18:54 by Guest

Ledger

0 Needs review
5 Vote

Statement sent appear as line item in ledger

It is helpful for the patient to see payment history including when they were sent a statement. This is helpful with some slow pay accounts.

Created 24 Jul 12:45 by Guest

Statements

0 Future consideration