Dentrix Ideas

1 Vote

showing the patient's date of birth & the name of insurance in the ledger + history screen.

No description provided

Created 5 Jan 04:52pm by John Whitman

Ledger

0 Needs review
2 Vote

Auto uncheck the box that says "apply to payment agreement"

This box is making my life chaos. If you forget to uncheck it, it applies family member payments to any payment agreement on file in that family. That means it skews the payment agreement on file and skips payments as the system thinks it was alre...

Created 21 Sep 04:16pm by Guest

Ledger

0 Needs review
1 Vote

keep e-Dex make it permeant

No description provided

Created 3 Jan 05:18pm by Guest

Ledger

0 Needs review
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 03:55pm by Guest

Ledger

1 Future consideration
2 Vote

It would be nice to be able to attach a patient payment to procedure.

No description provided

Created 6 Sep 05:43pm by Guest

Billing and Adjustments

0 Needs review
2 Vote

Add automatic debit to a patient's payment agreement

Currently, the payment agreement still has to be manually ran. It relies on the office person remembering to run the card. Several patients have asked about automatic withdraws, especially ortho cases. It would be nice if we could add this feature.

Created 1 Sep 01:34pm by Guest

Ledger

0 Needs review
2 Vote

Ledger history to show on statement preview, auto save to DOC file when sent

New 17.6 does not have the previous ability to preview the exact statement you are mailing out, aging history is missing in the statement preview. This no history statement is auto saved to the DOC file but is useless. The work-around is to batch ...

Created 30 Aug 06:44pm by Guest

Statements

0 Needs review
2 Vote

payment

It would be helpful after posting a payment we would be able to split payments among family member for the amount we choose

Created 24 Aug 08:09pm by Lori

Ledger

0 Needs review
1 Vote

Search codes in order

Please put search codes in order. EX: Limited exam should be with all other exams.

Created 21 Dec 05:07pm by Guest

Ledger

0 Needs review
1 Vote

Practice name to appear on doctors walkout statement

No description provided

Created 19 Dec 05:27pm by Guest

Ledger

0 Needs review