Dentrix Ideas

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
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
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
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
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
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 Even accounts that have been archived because they now have different provide credits and debits.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

Batch File Export to Excel

Please allow for the ability for end users to export batch files to excel.

Created 24 May 19:46 by Guest

Billing and Adjustments

1 Needs review