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

Quick Financial Note ON ledger

Make a place on the ledger that you are able to write a quick financial note that you could opt to not print instead of having to click on GNOTES. (Similar to how Orthotrac ledger's are)

Created 02 Oct 14:58 by Guest

Ledger

0 Needs review
1 Vote

Just display payments in the ledger and no balance or procedures as an additional option

No description provided

Created 26 Sep 19:30 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
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
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
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
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

TAX RECEIPTS!!!!

Printing a statement does not show a tally of the total amount for the year. We get many complaints that the statement is not a tax receipt.

Created 28 Nov 22:50 by Rachel

Statements

1 Already exists