Dentrix Ideas

1 Vote

Specify if it was and emailed statement or mailed statement sent on journal

It would be nice to be able to see what type of statement was sent (emailed or paper ) when it gets added to the journal and / or document center.

Created 09 Dec 22:14 by Guest

Statements

0
1 Vote

Individual Statements based on date range

In the ledger, need a billing or walkout statement that prints individual family members based on a date range. Need this for FSA/HSA admin. who distribute payment to patient based on health care received.

Created 06 Dec 19:32 by Steve Shetty

Statements

0
1 Vote

Family & Patient Ledger Patient Pay During Select Time Period

For tax purposes, patients call during tax season for the previous years' out-of-pocket spending. There should be a report to run for each patient and/or family with the total during a selected date range. Other software systems have this option. ...

Created 10 Nov 22:21 by Chelsea Drilling

Ledger

1
1 Vote

New Adjustment category

Add a third adjustment category that's specific to production only, for accounting purposes. When making this adjustment, it will show up on the daysheet as a different category, rather than a -,+

Created 10 Nov 21:45 by Kendall Ybarra

Billing and Adjustments

0
1 Vote

office logo on e-statements

No description provided

Created 08 Nov 14:19 by Stephanie

Statements

0
1 Vote

Adding staff member name on claims

An option to select staff member name when putting in insurance payments and when batching out claims so that it is known who did it. Helps offices with multiple front desk employees that have multiple people handling claims.

Created 04 Nov 19:13 by Guest

Ledger

0
1 Vote

New ledger

I would like to see Dentrix adopt an "EOB" like ledger. I feel it would be a lot easier to see the procedure done- the patient payment- and the insurance claim/ (eventually) payment all together. When I get on a ledger I get lost on how much the p...

Created 03 Nov 17:30 by Guest

Ledger

0
1 Vote

A monthly utility to manage Provider Credit Balances

I would like to see a utility/application that can be scheduled in the Task Manager to handle Provider Credit Balances. This would eliminate the need to manage each account individually and have them cleaned up or corrected in one utility action.

Created 26 Oct 17:19 by Amy Redwantz

Ledger

0
1 Vote

Identify which totals are correct and incorrect when balancing the totals issues

How we can identify which payment is correct and not when we have a totals issues.

Created 21 Oct 20:31 by Guest

Ledger

0
1 Vote

Storing paid off payment agreement history

Once a payment agreement is paid off , I think it would be useful if Dentrix stored the history of the paid off payment agreement. This would help if patient's come back to the office and dispute/argue their prior payments or why they paid a certa...

Created 21 Oct 13:25 by Guest

Billing and Adjustments

0