Dentrix Ideas

3 Vote

A report that shows balances from past 30 days ONLY and does not include older balances.

It would be useful for an office that has to catch up after getting away from a third party insurance/billing company. The report would help keep up with current billing cycles, while still auditing accounts with older balances to avoid falling fu...

Created 25 Aug 21:25 by Guest

Billing and Adjustments

0
2 Vote

Auto uncheck the box that says "apply to payment agreement"

This box is making my life chaos. If you forget to uncheck it, it applies family member payments to any payment agreement on file in that family. That means it skews the payment agreement on file and skips payments as the system thinks it was alre...

Created 21 Sep 16:16 by Guest

Ledger

0 Needs review
2 Vote

It would be nice to be able to attach a patient payment to procedure.

No description provided

Created 06 Sep 17:43 by Guest

Billing and Adjustments

0 Needs review
4 Vote

Report showing archived patients with balances to providers.

This would be a very useful report for tracking down collection and production that were incorrect allocated.

Created 25 Jun 18:51 by Guest

Ledger

2
3 Vote

automatic 90 day over due account alert

when searching a patients name, there should be an automatic 90 days over due alert when their name is selected. This is great for offices who accept assignment & easier when doing account over dues.

Created 28 Jul 16:36 by Guest

Ledger

0
1 Vote

Hiding Future appointments from Printed Walk Out

when printing a walkout all future appointments are shown on the bottom of the sheet, there should be an option to hide those appointments as sometimes it is a recare appointment scheduled 6 months out and that could potentially change and cause c...

Created 09 Oct 19:49 by Guest

Ledger

0 Needs review
2 Vote

Ledger history to show on statement preview, auto save to DOC file when sent

New 17.6 does not have the previous ability to preview the exact statement you are mailing out, aging history is missing in the statement preview. This no history statement is auto saved to the DOC file but is useless. The work-around is to batch ...

Created 30 Aug 18:44 by Guest

Statements

0 Needs review
4 Vote

ADA code printing in ledger

It would be great to be able to have the ADA codes displayed in the ledger on the printout. Many patients are requesting the codes for HSA/FSA reimbursement and when we do the copy/paste in excel or word it does not include the patient contact inf...

Created 04 Jun 14:15 by Guest

Ledger

0
2 Vote

payment

It would be helpful after posting a payment we would be able to split payments among family member for the amount we choose

Created 24 Aug 20:09 by Lori

Ledger

0 Needs review
1 Vote

Quick Financial Note ON ledger

Make a place on the ledger that you are able to write a quick financial note that you could opt to not print instead of having to click on GNOTES. (Similar to how Orthotrac ledger's are)

Created 02 Oct 14:58 by Guest

Ledger

0 Needs review