Dentrix Ideas

2 Vote

Payment Types - Ability to Disable certain Payment Types for a Family File & to set Defaults for Payment Options

There should be a way to Disable certain Payment Types within each Family File - for example if a Family has had 3 returned Check Payments instead of creating a pop-up within the Family File stating we can no longer accept Check Payments for their...

Created 11 Sep 19:35 by Michelle H. LJOPD Insurance Admin

Billing and Adjustments

0 Future consideration
2 Vote

track who entered procedures, payments and adjustment

so you can see who did what

Created 10 Sep 16:05 by Guest

Ledger

1 Future consideration
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
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

Procedure code analysis

This should be in a report so that we can track which codes we use most frequently. We would like to keep an eye on these numbers.

Created 05 Sep 19:19 by Guest

Ledger

0 Already exists
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
2 Vote

Statement mailing address needs to move 4 spaces to the right or center statement on the page.

When using the correct window envelopes (per Dentrix specifications) for the statements, if the statement shifts the slightest bit in the envelope the first few characters of the patients address gets cut-off. This results in the post office retur...

Created 22 Aug 17:40 by Shari

Statements

0 Future consideration
2 Vote

Option to see past bills sent to patients

We should be able to see past bills sent to patients so we can help explain the patient's bill to them or for researching what was sent to the patient. Ledgers change all the time and being able to see what they see makes for a smoother conversation.

Created 21 Aug 13:08 by Guest

Billing and Adjustments

1 Future consideration
2 Vote

Editing template for payment agreements notes default

It'd be helpful to be able to edit the payment agreement notes default to be able to add in statements such as.. 'If your payment is declined you will be charged $(X).' to print onto a patient's signed agreement and not have to type it in each tim...

Created 19 Aug 21:19 by Guest

Ledger

0 Future consideration
2 Vote

Two billers on same account

If a child in a family grows to become an adult (living on his/her own) but is still under the parent's insurance plan, there should be an option to have them billed separately without separating accounts. This way it shows the person has a whole ...

Created 19 Aug 14:11 by Laurel M.

Billing and Adjustments

0 Future consideration