Dentrix Ideas

1 Vote

The ability to check what email an e statement was sent to.

We should be able to check from the submission history what email a statement was sent to for verification, not only the family file which may not be indicative of where the statement went.

Created 06 Jun 19:06 by Megan P

Statements

0 Needs review
1 Vote

Different Color for In House Savings plan purchase on Ledge

Need a different color for different entries on ledger to they are easily visable when scanning to see the purchase date

Created 05 Jun 20:18 by Guest

Ledger

0 Needs review
1 Vote

Way to add to end of month scans to auto archive or delete inactive accounts

Good morning I was directed to send an email to implement in future Dentrix updates the option to run a scan at end of month to either auto archive inactive patients or remove their files from our Dentrix system. The reason we were looking into th...

Created 23 May 15:35 by Guest

Ledger

0 Needs review
2 Vote

Making payment agreements patient specific instead of family

Each person in the family can have a different treatment plan and plan to pay differently. With the payment agreement set as "family" Dentrix doesn't allow more than one agreement per family. The payment agreement feature is great for follow up bu...

Created 21 Oct 18:30 by Guest

Billing and Adjustments

0
2 Vote

Fix The Bulk Payment

Please Please Please fix the issues with the Batch Insurance Payment Entry. If you close out of entering payments the already posted amounts do not save - even when choosing Yes. And why can't we see all of the posted payments at the bottom? ? I d...

Created 21 Oct 11:58 by Guest

Ledger

1
2 Vote

Change color of saved credit card once implemented

It would make using charge card easier to use if the color of the card could change from yellow to green once implemented.

Created 11 Oct 18:53 by Guest

Ledger

0
3 Vote

Provider Credit Balances Manager option to Not show accounts with Open Claims

Right now the Pr Credits Balances Manager does not give an option to not show accounts with open claims. This causes more work because you have to go into each ledger to see if there are pending claims.

Created 06 Mar 19:21 by Guest

Ledger

1 Future consideration
3 Vote

Archive old Payment Methods

With new credit card processing we don't need to specify which cc type we are collecting from so we have old payment type definitions to scroll through to get to the one we want every time a patient pays. We want to be able to archive old payment ...

Created 20 Feb 21:26 by Guest

Ledger

0 Already exists
2 Vote

Simplify billing statements for patients

Patients are often confused regarding balance due and where charges are coming from (which family member).

Created 30 Sep 19:34 by Guest

Statements

0
3 Vote

Auto-open payment Notes box

Starting G7.3 the payment notes box is closed by default and must be manually be opened in order to add notes. Please make it open by default - there is no benefit to the dialog coming up with the box closed. This just creates more steps for the e...

Created 18 Feb 18:41 by Guest

Ledger

0 Future consideration