Dentrix Ideas

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

Like to create a report of patient's balances

I'd like to be able to create a report showing all patients balances. This way you could easily be able to see who's late, who you may want to send another statement to, etc.

Created 06 Aug 13:58 by Guest

Statements

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

when posting payments it should post automaticaly to the oldest outstanding balance and provider

it would be nice if the system automaticaly posted to the proper producer and oldest balance etc. then we wouldnt have to work so hard especially with multiple dr practices to post payments to correct drs and producers

Created 31 Jul 23:41 by Guest

Ledger

0 Future consideration
2 Vote

Flagging past due balances in the ledger

It would be really helpful if the bottom of the ledger where the family balance is displayed would show up red if there is a past due balance. It can be hard to catch if a different family member is in or if there is other treatment already posted...

Created 31 Jul 19:45 by Guest

Ledger

0 Already exists
2 Vote

Next appointment show on statement or as a field to not print statement if appt within the week

Able to hold a statement from going out if patient has upcoming appointment

Created 29 Jul 18:19 by Guest

Billing and Adjustments

0 Future consideration
2 Vote

Make bulk payments easier!!

When we are in batch insurance payments, we have no access to view the ledger to research patient balances. over payments ect. It would be nice to be able to do a batch insurance payment and still go through the ledger!

Created 24 Jul 17:50 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
2 Vote

Statements for Claims Closed

Generating patient statements for only claims closed if account has an additional claim that is still open. Thus the patient can pay their co-payments on closed claims or utilize flex monies.

Created 23 Jul 14:46 by Guest

Statements

0 Future consideration
2 Vote

auto populate statement sent onto ledger when sent electronically

When you send a Billing Statement it would be great if it posted to the ledger automatically, rather than having to make up a code and document each one individually.

Created 18 Jul 22:17 by Guest

Statements

0 Future consideration