Dentrix Ideas

3 Vote

All procedures have a note symbol attached now

Since last update all procedures in completed and treatment planned have the music note symbol attached to show there is a note when there isn't

Created 4 Apr 02:29pm by Guest

Ledger

0 Needs review
5 Vote

Single patient statements

when sending billing statements to a patient we need an option to have it NOT show all the recent charges and adjustments for the whole family, an option to show only the recent charges and adjustment for that specific patient. When adult dependen...

Created 17 Feb 07:43pm by Guest

Statements

2 Needs review
3 Vote

Patient Refund or Voided payment show on deposit slip

I would like for a voided payment or patient refund to show on the daily deposit slip and not just as a debit adjustment on the day sheet.

Created 28 Mar 09:35pm by Guest

Billing and Adjustments

0 Needs review
64 Vote

Billing Statement option for amount to pay if late

Add an option for billing statements to include: Amount Due if Paid by (date) $ Amount Due if Paid after (date) $. The user could specify how many days past the due date the statement is late and the late charge amount to use. [163093]

Created 9 Jul 04:54am by Guest

Statements

3 Likely to Implement
63 Vote

process credit card payment on insurance claims

Currently, you have to process an insurance payer credit card payment manually and then post it separately to the appropriate claim which creates a double posting of the payment (once to run the virtual credit card and the other to clear the insur...

Created 24 Jul 06:21pm by Unknown Unknown

Ledger

23 Future consideration
63 Vote

Sort options for procedures

In the Treatment Plan Case Setup, allow users to choose whether to sort procedures by tooth number, procedure code, visit, status, etc. Also allow users to click on the column headers to change the sorting. Use sort options for the reports.

Created 9 Jul 04:46am by Guest

Appointment Book / Ledger

11 Likely to Implement
3 Vote

Payment Request Report

It would be nice to have a report showing WHO and WHEN a request for payment was sent, within a specific date range.

Created 23 Mar 02:35pm by Guest

Billing and Adjustments

0 Needs review
3 Vote

Allow adult children to be in their own family file but still under the Insurance of a patient who is in a separate family file OR allow the option in billing statements to select individual patient balances/address to print within each family file instead of always do the whole family balance.

Currently, all patients under the same insurance are set up in a family file together. Adult children are typically insured by their parents up to age 27, but we see many instances where although the parents carry the adult child on the insurance,...

Created 22 Mar 04:39pm by Guest

Billing and Adjustments

0 Needs review
3 Vote

Automatically mark procedures charged out as $0 do not bill to insurance.

We often charge out procedures as $0 because we will take x-rays at no charge, re-do a filling at no charge, etc. and if there is any other treatment that day that needs to be sent to insurance and we forget to mark the $0 procedure as "do not bil...

Created 22 Mar 04:17pm by Guest

Billing and Adjustments

0 Future consideration
60 Vote

Defaults for Tax/Discount button

At least, add an option to Save as Default for what is selected in the Enter Tax/Discount dialog box. Improve to set up taxes/discounts per patient, account, provider or billing type to automatically apply taxes and discounts by just clicking the ...

Created 9 Jul 04:56am by Guest

Ledger

6 Likely to Implement