Dentrix Ideas

2 Vote

Add printed name on credit card to reporting

This information is helpful to determine if the name on the credit card matches the name of the patient. This helps with fraud investigations and to ensure credits are posted to the correct patient.

Created 12 Aug 17:17 by Guest

Ledger

0
1 Vote

Print just a payment summary for a particular family

A patient would like to receive a payment summary for the year without printing procedures and adjustments.

Created 20 Sep 18:17 by Guest

Billing and Adjustments

0 Needs review
2 Vote

Option for not doing credit/debit adjustments when archiving patients.

This is would be useful because many practices have families that have been patients for 20+ years that have a zero family balance while individuals have a credit or debit balance. As long as there is no family balance many practices do not need t...

Created 05 Aug 15:09 by Guest

Billing and Adjustments

0
1 Vote

veiw past payment information in claim, ia: check number of payment does not always show completly.

Should always be viewable even if in history for auditing puposes, from insurance because of duplication of payment or partial payments only

Created 13 Sep 19:06 by Suheila Aboumourad

Ledger

0 Needs review
2 Vote

HSA Charges should not be added to personal CC

With the number of patients that have HSA cards - it is very frustrating when they pay a portion with their HSA card and the balance on their personal credit card that the numbers are added up. Patients need a copy to send to their HSA company. Th...

Created 20 Jul 17:56 by Guest

Ledger

1
2 Vote

Ledger Itemized print payments

Ledger: When a patient makes a payment on the same day with 2 different credit cards, when we print either statements, walkouts, patient ledger, on all of them will not show the 2 different payments, It wont show individual payments. We have a lot...

Created 20 Jul 13:26 by Guest

Ledger

1
1 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 01 Sep 13:34 by Guest

Ledger

0 Needs review
2 Vote

Add narrative automatically when billing specific code

Add narrative automatically when billing specific code, and when a claim is created.

Created 30 Jun 13:12 by Guest

Billing and Adjustments

0
2 Vote

Ability to work in ledger while also having a claim window open

Office would like to be able to view and edit the ledger while still having the insurance claim window open, instead of having to close out of the claim first.

Created 18 Jun 20:08 by Guest

Ledger

0
2 Vote

when adding procedure codes to ledger need window to make notation instead of after already posted and then having to enter your security code to get back into code in ledger to make notation.

so we do not have to go back into the spefic code in ledger having to put our security code of 12 numbers everytime we have to make notations

Created 17 Jun 15:34 by Guest

Ledger

0