Dentrix Ideas

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
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 07:20pm by Guest

Ledger

0 Already exists
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
1 Vote

EMAIL STATEMENTS

I would like to print my own statements to mail AND email statements to our patients. They request it frequently. The smallest of businesses can do it, I think it can be done. Thank you

Created 19 Dec 05:07pm by Guest

Statements

0 Needs review
2 Vote

Add check number to printed ledger

Patients call at later dates and request a copy of their ledger. They are looking for specific payment info (such as their check number) to turn in to their HSA accounts.

Created 11 Aug 07:55pm by Guest

Ledger

0 Needs review
2 Vote

Naming saved credit cards

In a practice where spouses are separated in financial issues but joined in family file it would be IDEAL to name the saved credit card, as idea as banking accounts where you can nickname the account ie: savings, checking, business, vacation etc...

Created 10 Aug 06:02pm by Guest

Billing and Adjustments

0 Needs review
2 Vote

Bulk Check Total

There should be a box when you enter a claim payment that shows the total amount entered for that check number across other claims - then you can verify the accurate total was entered without having to open extra reports.

Created 9 Aug 04:52pm by PB

Ledger

0 Needs review