Dentrix Ideas

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

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

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

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
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

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

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