Dentrix Ideas

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 10:21pm 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 09:45pm by Kendall Ybarra

Billing and Adjustments

0
1 Vote

office logo on e-statements

No description provided

Created 8 Nov 02:19pm 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 4 Nov 07:13pm 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 05:19pm 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 08:31pm 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 01:25pm by Guest

Billing and Adjustments

0
1 Vote

Easier transition for entering insurance payment

On G6 you were able to keep the insurance payment box open and transition from patient to patient without closing the box. With G7 you now have to close that box and it causes more clicking and time lose on entering those payments. Wondering if th...

Created 18 Oct 03:05pm by Guest

Ledger

0
1 Vote

Display ADA codes on Patient + Family Ledgers

Patients frequently ask for a ledger summary including ADA codes for HSA/ FSA accounts.

Created 18 Oct 01:02pm by Guest

Ledger

0
1 Vote

statement of account and walkout statement (statement of services rendered) print dates

On the ledger it shows when we print a statement of account but does not update if I print a walkout statement (statement of services rendered). We prefer the look of the walkout as opposed to the statement of account

Created 14 Oct 08:45pm by Guest

Statements

0