Dentrix Ideas

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

Staff initials for posting payments

This would allow us to research who posted the payment if questions arise, such as to see what staff member posted the payment, but did not process it through the terminal.

Created 28 May 14:42 by Guest

Ledger

0
1 Vote

Be able to change tooth number in ledger after month has closed

It would be nice to be able to edit tooth number and provider after the month has closed in ledger.

Created 23 Aug 16:46 by Guest

Ledger

0 Needs review
2 Vote

eStatements setup. Can they have the same aging balance, current balance, etc display as regular statments?

I don't want to have a "patient portion" or Estimated Insurance" box on the eStatements. I want the eStatement to look the same as our regular billing statment setup which has current, 30, 60, 90 and balance due.

Created 18 May 18:14 by Guest

Statements

1
1 Vote

Important -Track who posted payment in ledger

Apparently you can not track who posted a payment in the patient ledger! I always assumed you can get that from the audit trail report but apparently it only shows changes or deletions. We should be able to see which staff member posted the paymen...

Created 16 Aug 17:34 by Guest

Ledger

0 Needs review
2 Vote

Track who processed credit card payment

I want to be able to see who processed a payment so I can tell who made the mistake.

Created 27 Apr 19:41 by Guest

Billing and Adjustments

0
1 Vote

Allow partial refunds on saved credit cards

We are not able to refund a partial credit on a saved credit card for a patient. This is a FATAL FLAW with the program! Why ask a patient "if we can save their card in case insurance pays more than expected" if we have to turn around and ask the p...

Created 09 Aug 16:57 by Guest

Billing and Adjustments

0 Needs review
1 Vote

Default payment type

A way to set your default payment type

Created 09 Aug 13:47 by Guest

Ledger

0 Needs review
1 Vote

Claim Attachment Glitch

When attaching xrays, if you mistakenly hit the arrow next to the drop menu twice, it closes the whole ledger. Why is double clicking even an option?

Created 02 Aug 22:40 by PB

Ledger

0 Needs review
1 Vote

Declined payment agreement

We would like to know if we could disable the pop-up for declined payment agreements but not void the agreement or the card on file

Created 27 Jul 14:50 by Guest

Ledger

0 Needs review