Dentrix Ideas
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148
Vote
Patient name changes should not apply retroactively to old ledger entries. Names should be locked down to reflect name at time ofprocedure
Patient name changes should not apply retroactively to old ledger entries. Names should be locked down to reflect name at time of procedure/entry. If Jane Doe got married in Jan 2016 then all her old ledger entries should still be Jane Doe not Jan...
Created 09 Jul 04:17 by Guest
Ledger
1
Future consideration
1
Vote
Auto submit additional provider by completed appointments
We will like ledger to get the additional provider set at an appointment to show in ledger when the appointment is completed.
Created 14 Jul 20:22 by Guest
Ledger
1
Needs review
11
Vote
Ability to print statement with custom date parameters
Patients often request custom dates of transactions. Currently that is not doable through the print feature with either transactions OR statement.
Created 23 Jan 21:56 by Vicki Neve
Statements
0
Needs review
125
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 09 Jul 04:15 by Guest
Clinical / Ledger
14
Future consideration
3
Vote
Attach payments to individual procedure codes
Have all payments be applied to specific procedure codes to easily see what is outstanding and why.
Created 05 Jun 16:26 by Guest
Ledger
0
Needs review
11
Vote
Print Income Tax Receipt
The option now is not an Income Tax Receipt. It should show only payments made by the patient throughout the tax year. Not the adjustments, treatments, ins. payments, etc.
Created 08 Jan 18:50 by Guest
Statements
0
Needs review
1
Vote
Secondary Provider in A/R Balances
Would like to know how to find totals for the hygienists(secondary providers) balances for specific patients!
Created 10 Jul 17:24 by Sharon C
Billing and Adjustments
0
Needs review
1
Vote
Allow down payment recognition separate from the total fee
Will allow i.e. orthodontic payments to reflect down payment amount separate from total remaining balance.
Created 09 Jul 16:21 by Guest
Billing and Adjustments
0
Needs review
1
Vote
Add Family balance to payment agreement manager
Payment agreement manager/ Allow customer defaults. Add family balance column to default.
Created 09 Jul 15:37 by Susie Nosbusch
Ledger
0
Needs review
9
Vote
merge old inactive patient and same re-entered patient ledgers
We mistakenly entered a "new" patient into Dentrix but they were already an existing patient, and set complete treatment on the new patient ledger. It would be great if we could merge those two ledgers and combine so there's no confusion
Created 28 Jan 16:59 by Guest
Ledger
0
Needs review
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