Dentrix Ideas

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 Even accounts that have been archived because they now have different provide credits and debits.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

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

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
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
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
4 Vote

make more space available in the guarantor notes

we are very detailed and put in a lot of notes in the guarantor section. This section fills up entirely too fast, please open it up to allow more space to put more notes.

Created 14 Oct 17:05 by Guest

Ledger

0 Future consideration