Dentrix Ideas

4 Vote

Would be nice to have the credit card icon change a different color if the credit card is saved.

When looking at the ledger if the credit card is a different color than it is normally to show that there is a credit card on file. Especially for billing purposes.

Created 12 Feb 15:55 by Guest

Ledger

1 Future consideration
1 Vote

Ater batching bulk ins payment and then generating single statements, accounts with a zero balance are included.

This causes errors in quickbill preview of single statements and typically kicks us out

Created 07 Sep 17:20 by Starleigh Arnold

Statements

0 Needs review
2 Vote

referral sent

it would be helpful to add a code to show that a referral was sent on the ledger.

Created 17 Jun 12:32 by Guest

Billing and Adjustments

0 Needs review
3 Vote

Allow autocharges on any day of the week without manually having to click process on credit card consents

Most dental offices are not open 7 days a week and do not have someone who can come in every day to click process credit card autocharges. The autocharge feature is useless in dentrix and i have been having to go to access my iq and manually setup...

Created 31 Mar 22:39 by Guest

Ledger

0
3 Vote

Adding other merchants to powerpay

We are now using Merchant One instead of WorldPay due to the cost being lower and would benefit from adding our terminals to powerpay. It would create a lot more work for us to manually enter payments.

Created 24 Mar 18:57 by Guest

Ledger

2
1 Vote

Only bill accounts aging, -30, -60, -90days

I would love to see the aging report adding before 30, 60, 90 days to keep track of the early balances before they get out of control. Alternatively, a date range of overdue account balances would be just as good.

Created 28 Aug 21:31 by Guest

Statements

0 Needs review
3 Vote

Provider Credit Balance Filter

When running the Provider Credit Balances Manager it would be VERY helpful and streamlined if when looking at only accounts with a credit balance, ONLY accounts that need allocated would show up on the report. I run this report weekly and accounts...

Created 18 Mar 18:45 by Christy Whalen

Ledger

0
3 Vote

INSURANCE SHOWN IN PATIENT LEDGER

In the bottom of ledger, where it shows balance info, aging, patient, family insurance portion - it would be nice to see the patients insurance name listed somewhere in the ledger...

Created 06 Mar 20:01 by Guest

Ledger

1
4 Vote

Make ADA or CDT codes available on printed ledgers

will help communicate between patient and admin staff when there are questions on EOB's from insurance companies compared to treatment plans/ledgers

Created 10 Dec 19:20 by Guest

Ledger

0 Already exists
1 Vote

Allow a payment to be split between family ledgers

It would be nice to be able to split a payment between family members if they each have a balance, instead of entering them into each ledger separately.

Created 22 Aug 16:46 by Guest

Billing and Adjustments

0 Needs review