Dentrix Ideas

4 Vote

Audit individual patient

There should be a way to search an individual patient's history, eg. claims sent or deleted, payments entered or deleted, adjustments made or deleted.

Created 14 Aug 16:39 by Guest

Billing and Adjustments

0 Needs review
1 Vote

Changing Statement Date

Would be nice for us to be able to edit the range manually when printing single statements. They do not copy to the document center when you print a batch statement and so when printing a single statement it would be nice to show a couple months p...

Created 10 Oct 14:37 by T. Schneider

Billing and Adjustments

0 Needs review
4 Vote

Ledger is not updating correctly after the close of month

Ledger is not showing the correct family balances until when update the ledger of the patient this just happen with patients that a positive balance as credit

Created 08 Aug 13:15 by Guest

Ledger

0 Needs review
92 Vote

Default "balance forward" date for billing statements

Add the ability to specify the "balance forward" date on the Billing Statement; a relative time period, instead of always defaulting to 1 month ago. For example: 3 months, etc.

Created 09 Jul 04:53 by Guest

Statements

13 Future consideration
12 Vote

automatic post "sent Statement" in Ledger once it is printed or e-billed

No description provided

Created 13 Feb 20:17 by Guest

Statements

0 Needs review
1 Vote

Move "claim partially paid" button

If you double click on "add/edit status" button, it opens the claim status note window and clicks the "claim partially paid" button - can it be moved so it doesn't overlap/it isn't mistakenly clicked? Or make the "add/edit status" button need to b...

Created 08 Oct 16:36 by PB

Ledger

0 Needs review
1 Vote

Be able to set reminders in the Collection manager

I use the collection manager daily/weekly and it would be nice to set reminders in order to send out statements/letters every 30 days by patient

Created 08 Oct 13:41 by Guest

Statements

0 Needs review
4 Vote

when 2 credit cards are used on the same account on the same day, be able to print and show 2 payments

No description provided

Created 31 Jul 17:49 by Guest

Ledger

0 Needs review
4 Vote

Allow customization of payment type order

Give me the option to change the order of payment types-I'd like to keep the most used together so i dont have to scroll thru alphabetically

Created 31 Jul 17:02 by Guest

Ledger

0 Needs review
26 Vote

When posting payment or checkout patient option to email receipt as well as printing.

Most patients want an email receipt vs a printed receipt for visits and payments.

Created 13 Mar 20:44 by Guest

Billing and Adjustments

4 Needs review