Dentrix Ideas

2 Vote

When printing receipt or ledger list payments separately if made on same day for FSA/HSA.

We had a situation with a patient who paid for most of their services with HSA and the rest on his debit card. HSA denied the receipt because it showed he paid a different amount than what he was claiming.

Created 13 Sep 05:48pm by Guest

Ledger

1 Needs review
4 Vote

Audit individual patient

There should be a way to search an individual patient's history, eg. claims sent or deleted, payments entered or deleted, adjustments made or deleted.

Created 14 Aug 04:39pm by Guest

Billing and Adjustments

0 Needs review
10 Vote

Print Statements for Patient, Not Guarantor

We would like to send physical mail directly to the patient, NOT the guarantor. How is there not an option to use the patient's name for statements? I think it would be a useful addition. Every time we print, it only adds the guarantor's name to t...

Created 13 May 04:29pm by Guest

Statements

0 Needs review
122 Vote

Completing appointment without Clinical Note

We should NOT be able to "gray out" or complete the appointment on Appointment Book View if 1) insurance has not been batched for the day and 2) if No clinical note was signed.

Created 9 Jul 04:15am by Guest

Clinical / Ledger

14 Future consideration
4 Vote

Ledger is not updating correctly after the close of month

Ledger is not showing the correct family balances until when update the ledger of the patient this just happen with patients that a positive balance as credit

Created 8 Aug 01:15pm by Guest

Ledger

0 Needs review
1 Vote

fee schedule

Good Morning, There needs to be a way to update the treatment plan in the system by insurance as well as fee schedule . I chatted with several people and they all tell me there is not any way to update treatment plans by insurance or fee schedule....

Created 24 Sep 08:30pm by Guest

Billing and Adjustments

0 Needs review
12 Vote

Option to print or email patient walkout

We would not waste paper. It is a lot less step to do a direct email then to print. scan, email.

Created 13 Mar 06:27pm by Drew Dental Staff

Ledger

0 Needs review
4 Vote

when 2 credit cards are used on the same account on the same day, be able to print and show 2 payments

No description provided

Created 31 Jul 05:49pm by Guest

Ledger

0 Needs review
102 Vote

Split adjustment (the same as split payment)

Split adjustments in the same way that payments can be split. Allow adjustment amounts to be split among provider and family member balances.

Created 9 Jul 04:52am by Guest

Ledger

16 Future consideration
12 Vote

automatic post "sent Statement" in Ledger once it is printed or e-billed

No description provided

Created 13 Feb 08:17pm by Guest

Statements

0 Needs review