Dentrix Ideas

1 Vote

new allocation default

You cannot change your adj type after it is allocated, you have to click the set up on the upper right of the screen and then you can pick your adj before you post, can we please change it back to you pick your adjustment without having to go to t...

Created 30 Dec 09:37pm by Guest

Billing and Adjustments

0 Future consideration
8 Vote

Multiple payment agreements

There needs to be a way to have multiple payment agreements per family file or per person. For example the HoH may not owe anything but an adult child or spouse does and instead of the payment agreement being under there name there needs to be a w...

Created 26 Dec 11:50pm by Guest

Ledger

1 Future consideration
1 Vote

Family Allocations made in one button push and put under individual patient

I feel like there should be away to select allocations to be done on the entire account and the adjustments be put in under the correct family member. This saves time and makes so you don't have to go patient by patient. Or what would be even bett...

Created 19 Dec 11:32pm by Guest

Ledger

0 Future consideration
1 Vote

Be able to print a patient's ledger of payments only (over the counter) and print a patien'ts ledger without the running balance

Most patient's request a print-out of their payments for their taxes. Excluding the running balance on their ledger eliminates confusion for the patient

Created 18 Dec 11:55pm by Guest

Ledger

0 Future consideration
1 Vote

Estimated insurance payment/outstanding claim should not remove patient credit balance in ledger

It can avoid collecting payment that is not a true patient balance or co-pay

Created 18 Dec 03:34pm by Guest

Ledger

0 Future consideration
1 Vote

Add procedure codes to Ledger printouts

No description provided

Created 18 Dec 03:31pm by Guest

Ledger

0 Already exists
1 Vote

Ability to change the person that the tax is posted to

Prior to the latest update, tax was able to be posted to whomever made a purchase now it goes to the head of household. Please change it back!

Created 17 Dec 09:40pm by Shawna

Ledger

0 Already exists
2 Vote

Care credit integration to adjust for processing fees.

There is often handling/processing fees for care credit transactions and we are finding we have to adjust for the processing fees manually. It automatically posts to the ledger for a payment but technically we don't get a payment in that amount an...

Created 17 Dec 07:37pm by Unknown Unknown

Ledger

0 Future consideration
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

Need option to have "set amount" be the same amount which posts to the ledger

Then staff would not have to make adj. on ledger-save time when billing

Created 9 Dec 08:41pm by Guest

Ledger

0 Future consideration