Dentrix Ideas

27 Vote

BALANCE FORWARD=ANGRY PATIENTS

I have seen multiple requests for the Balance Forward on our statements to be be changed to something that makes more sense. PLEASE make our statements easier for the patients to read and for us to explain. Make it make sense! Every time we send o...

Created 01 Nov 15:03 by Guest

Statements

6 Needs review
2 Vote

Option to Print Consolidated Payment Receipts via Ledgers

It would be great / more efficient if there was a quick / easy option to print a consolidated payment receipt directly from the ledger - i.e. to reflect the total amount paid within a specific date range for income tax purposes &/or when patie...

Created 23 Oct 20:06 by Sharman Lewis

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
4 Vote

ADD TOOTH# TO STATEMENT PRINT OUT

Please add tooth# to statement. Its not convenient to print statement then hand write tooth#'s next to each procedure THEN scan it in & email to patient or give to pt in office. PLEASE consider this as option for statements. Thank you!!

Created 16 Sep 16:20 by Guest

Statements

1 Needs review
11 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
3 Vote

Add "after the fact" note button to a closed month procedure so at any date you can make note of a tooth # change

A tooth number was incorrectly put into a limited exam 1/18/24. We close our months out so I can't correct it. BUT!!! There needs to be a place to put a MEMO with the existing code/date/procedure with a ! or something to show a note has been added...

Created 01 Oct 17:41 by Guest

Ledger

0 Needs review
14 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
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
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
92 Vote

Default "balance forward" date for billing statements

Add the ability to specify the "balance forward" date on the Billing Statement; a relative time period, instead of always defaulting to 1 month ago. For example: 3 months, etc.

Created 09 Jul 04:53 by Guest

Statements

13 Future consideration