Dentrix Ideas

4 Vote

LEDGER PATIENT PAYMENT

In Patients Ledger you can select transaction history it shows, the linked payment and claim. Why we can not do that to patient person payments to view what treatment the payment is for what treatment, same as how the insurance claim and payment l...

Created 22 Nov 15:26 by Guest

Ledger

1 Future consideration
4 Vote

Allocate Family Balances with One Click

Have Dentrix be able to allocate all patient balances with an upgrade or one click and not have to have someone manually go into every account. Even accounts that have been archived because they now have different provide credits and debits.

Created 19 Nov 14:16 by Guest

Ledger

1 Future consideration
4 Vote

Payment agreement ready for process "popup"

We have a team of over 20 employees and we would love to only have the option to limit the payment agreement process "popup" to only our business team. The dental assistants and hygiene team shouldn't have access to that and I fear that they will ...

Created 18 Nov 19:25 by Guest

Billing and Adjustments

0 Future consideration
2 Vote

Aging report

Having an option to click skip accounts with pending insurance claims when printing the aging report. Also, When printing a billing statement having the option to change it to another family member instead of the Head of Household. A lot of adults...

Created 13 May 21:12 by Guest

Statements

3 Needs review
2 Vote

credit on acct color dedication (belonging to Patient or insurance)

It would be nice that the credit on the acct had a color to specify if pt or insurance credit.

Created 09 May 14:21 by Louise James

Ledger

0 Needs review
1 Vote

Change patient balance to insurance pending balance

If a claim has denied a service and you close the claim out, putting the balance on patient balance and then later are able to refile the claim, we need to be able to then move that balance back to insurance pending.

Created 08 Aug 20:55 by Guest

Billing and Adjustments

0 Needs review
4 Vote

Provide a way to reverse or reopen a month end on all the accounts

Unfortunately, things get entered in error and then when the month is closed there is NO WAY to fix the errors.

Created 05 Nov 17:35 by Guest

Ledger

0 Future consideration
4 Vote

Highlight and print ONLY THE ITEMS you want to appear on ledger print out, NOT a DATE RANGE.

Sometimes, there are items such as adjustments or corrections that you don't necessarily want the patient or employers to see. It makes it more confusing for the patient to make sense of it. This is how Dolphin (Orthodontic Software) works. It's a...

Created 05 Nov 16:15 by Guest

Ledger

0 Future consideration
3 Vote

Have a View Function in Ledger so all payments and adjustments pertaining to specfic charges/procedures are grouped together. A 'quick view' of where balances are coming from without having to do full account ledger audit. This would really help the front desk as well to also answer questions about why someone owes.

No description provided

Created 27 Jan 15:53 by Guest

Ledger

0
4 Vote

Please allow us to reallocate an insurance payment from claim to another even after month end in an event a mistake was made during posting.

Accounting shouldn't be this hard. Especially since modern software such as quickbooks allows you to manipulate the dates and balances in an event a mistake had been made even after month end. By allowing a way to reallocating the insurance paymen...

Created 24 Oct 19:35 by Guest

Billing and Adjustments

0 Future consideration