Dentrix Ideas

2 Vote

Templates for Guarantor Notes

It would be really useful to have templates for the guarantor notes. Our office sends several hundred statements each month and each account is reviewed/notes made - if we had the option to set up templates like we do for chart notes, it would sav...

Created 21 Jan 19:23 by PB

Statements

0 Future consideration
2 Vote

Shared TIN's between office locations, when both locations are signed up for ERA's, needs to improve.

Any time an ERA is flagged as a "split after receipt from payer", it causes more work to enter in the ERA from the Dentrix Ledger. To be specific, the clearinghouse washes the claim control number to "0". When this happens, the ERA doesn't import ...

Created 17 Jan 01:44 by Guest

Ledger

0 Future consideration
1 Vote

fluoride/sealants coverage on the ledger

to show fluoride coverage with frequencies and age limits on the ledger when it gets posted we always have to guess if its covered due to frequencies and age limitation, same for sealants

Created 09 Jun 17:46 by Guest

Ledger

0 Needs review
1 Vote

Statement

It would be nice to be able to view in the ledger when a statement is printed so we can keep track easier of how many statements a patient has received.

Created 06 Jun 18:08 by Guest

Statements

0 Needs review
1 Vote

A list that shows who has paid online

Tracking and reporting purposes.

Created 01 Jun 18:48 by Guest

Ledger

0 Needs review
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 19:37 by Unknown Unknown

Ledger

0 Future consideration
2 Vote

Be able to post a take back or refund the same way as payments.

When insurances take back money the only way to show that is to put in a charge adjustment. Same with patient refunds.

Created 05 Dec 18:54 by Guest

Ledger

0 Future consideration
1 Vote

Billing Statements

A report to see all the billing statements that have been generated over a period of time so that we can track who has been sent a bill and if we need to send a new one because if an insurance pays and patient owes a bill and we send the statement...

Created 13 May 20:56 by Guest

Billing and Adjustments

2 Needs review
1 Vote

insurance overpayment

in the past was able to have a pop up when a overpayment was being applied to a claim (usually dual ins.) Was a nice quick way to find that you were needing to address immediately, rather than later. Why was this feature removed?

Created 13 May 17:48 by Louise James

Ledger

0 Needs review
1 Vote

Add each family members balance next to their name

After clicking on "View" in the Ledger, it would be nice to see the patients individual balance next to their name. That way you do not have to click on each patient to find who the balance is on.

Created 11 May 21:40 by Guest

Ledger

0 Needs review