Dentrix Ideas

7 Vote

Provide "Expected from Dental Insurance" to 3rd party integrations

Currently Dentrix does not provide the "Expected from Dental Insurance" value (that is on the family ledger) to 3rd party integrations. This datapoint is critical for 3rd party integrations to be able to calculate the correct "Family Portion of Ba...

Created 16 Jul 23:16 by Guest

Ledger

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 09 Jul 04:15 by Guest

Clinical / Ledger

14 Future consideration
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
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 16:29 by Guest

Statements

0 Needs review
13 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 18:27 by Drew Dental Staff

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
1 Vote

print receipt for cash payments

It would be very helpful to be able to print a receipt for a cash payment instead of a walk-out. It saves time and steps for busy offices

Created 14 Oct 17:46 by Unknown Unknown

Ledger

0 Needs review
104 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 09 Jul 04:52 by Guest

Ledger

16 Future consideration