Dentrix Ideas

4 Vote

Allow customization of payment type order

Give me the option to change the order of payment types-I'd like to keep the most used together so i dont have to scroll thru alphabetically

Created 31 Jul 17:02 by Guest

Ledger

0 Needs review
2 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 20:30 by Guest

Billing and Adjustments

0 Needs review
2 Vote

Go back to recent patient search having more than the last 5 patients listed

We've recently experienced the update to the patient search module, and are perplexed. Who or what is benefitted by the change in listing the last 5 people you searched instead of whatever the prior link was? I have used that feature often to brin...

Created 23 Sep 20:37 by Guest

Ledger

1 Needs review
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 17:48 by Guest

Ledger

1 Needs review
5 Vote

Be able to set up a recurrent payment plan with Credit card on file by months or amount

Will be helpful to have an option that allow us to have recurrent payment plan set up with credit cards on file. Example: If pt wants to pay $100 for 6 months with credit card on file on their chosen date. Credit card will automatically run that b...

Created 30 May 16:09 by Kavita Patel

Billing and Adjustments

1 Needs review
11 Vote

Email receipt feature from the patient ledger

We are now in 2023, we need to keep up with the technology. A lot of patients request their walkout statement to be sent directly to their email. We do not have this feature at the moment. We can but it requires a lot of steps. Electronic billing ...

Created 20 Oct 13:21 by Kristle

Ledger

0 Needs review
1 Vote

Add additional filtes for the ledger page

When auditing an account, the filter to show linked transactions is great. I would be awesometo have additional filters to view only adjustments, only pmts, only charges and also only invalidated items.

Created 16 Oct 21:14 by Jerri Haack

Ledger

0 Needs review
1 Vote

Statements- Now on bottom is prior balance, current charges new balance , Should also add outstanding ins. and amount due of at least the prior balance.

Patients get confused with these billing statements, there is not an amount due clearly on the statement. Definitely need this to eliminate many phone calls and confusion.

Created 16 Oct 14:35 by Guest

Statements

0 Needs review
1 Vote

Add onto ledger , dates statements sent for easy view

To view on ledger when a patient has a question about a statement received you can view when sent and review what procedures were on it and what if any were after it was sent and if payment was received after it was sent and before it was received...

Created 16 Oct 14:08 by Guest

Ledger

0 Needs review
1 Vote

Add the ability to read the ledger notes to people without granting them adjustment permissions.

There is no ability for people without adjustment rights to read the notes being left on the ledger. This inability to read notes renders them useless.

Created 14 Oct 20:29 by Guest

Billing and Adjustments

0 Needs review