Dentrix Ideas

1 Vote

Quick Key for Adjustments

Add a quick key to enter an adjustment on a patients ledger. For example you can use F2 to search for a different patient. Why not use F3 to make an adjustment

Created 20 Apr 15:27 by Guest

Billing and Adjustments

0 Needs review
2 Vote

Please change the way patients are archived.

I do not think making the payment apply to each patient when there is a guarantor is going to work. When parents/guarantors request info for taxes, etc. they do not want to see that their child paid the bill. Please change it back to way it was be...

Created 04 Oct 14:33 by Stacey Naha

Billing and Adjustments

1 Future consideration
2 Vote

Patient Ledger for a single day appointments

It would be incredibly efficient to be able to run a report for a single day of appointments to determine whether any patients have a balance or credit on their ledger, rather than clicking through each individual appointment's ledger to glean the...

Created 30 Sep 22:00 by Guest

Ledger

1 Future consideration
1 Vote

Simplify sending single statements

Please give the option of not having to close the pop up after each individual statement is sent. We do monthly statements but then we also send out a statement after we close a ins claim and there is a balance. This can be up to 100 statements a ...

Created 15 Apr 18:01 by Guest

Statements

0 Needs review
1 Vote

Able to post procedures without completing appointment

Currently when a scheduled appt is completed via the 'Post/Set Complete' tab, it grays out the appt on the schedule. Needs to be a way not to 'complete' or gray the appt until front office has confirmed services are correct, provider is correct an...

Created 14 Apr 22:13 by Guest

Ledger

0 Needs review
2 Vote

Automatically allocate insurance payments to the provider the claim is attached to.

Multiple providers are properly compensated for their work.

Created 25 Sep 17:04 by Guest

Ledger

1 Future consideration
1 Vote

A report to see the top 1000 patients (by amount spent) over the last few years.

No description provided

Created 12 Apr 21:44 by Guest

Ledger

0 Needs review
2 Vote

correct interest posting to correct patient

Interest must be posted to the account it reflects and not the guarantor. The guarantor is responsible for the bill but the account must be correct. IE. Interest and finance charges on an adolescent must be posted to that account. Not the parent's...

Created 20 Sep 18:38 by Guest

Ledger

0 Future consideration
2 Vote

separate ledgers and balances

A separate ledger for patient by one or more responsible parties and one separate ledger for insurance balance due. This would be especially helpful for orthodontic payment plans as well as regular payment plans where more than one person is respo...

Created 17 Sep 19:21 by Guest

Ledger

0 Future consideration
1 Vote

Alphabetize procedure codes

Hello, there is currently no way to alphabetize the verbiage of the procedure codes. i.e "bridge seat, waterpik, toothbrush, etc". It would be helpful when checking out to have them alphabetized. Thanks!

Created 07 Apr 16:37 by Guest

Ledger

0 Needs review