Dentrix Ideas

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 11:41pm by Guest

Ledger

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 07:45pm by Guest

Ledger

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 06:19pm by Guest

Billing and Adjustments

Future consideration
1 Vote

Right click procedure code in ledger

Sometimes a girl just wants to open the claim a procedure is attached to without having to open every claim in the ledger! Would also love if you could see the history of the code/tooth (diagnosed date and the option to open the chart note from th...

Created 15 Dec 09:01pm by PB

Ledger

Needs review
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 05:50pm by Guest

Ledger

Future consideration
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 02:46pm by Guest

Statements

Future consideration
1 Vote

FiFO as a default for automatic payments

When using automatic payments have FIFO be an option as a set default so you don't have to go back into every account.

Created 13 Dec 06:36pm by Guest

Billing and Adjustments

Needs review
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 10:17pm by Guest

Statements

Future consideration
1 Vote

Option to have balance owed inside the PAY THIS AMOUNT box and NOT the "estimated amount"

No description provided

Created 17 Nov 03:24pm by Guest

Billing and Adjustments

Needs review
1 Vote

Referred to to show in patient ledger

easier to see instead of flipping screen to see it in trmt planner

Created 16 Nov 04:51pm by Guest

Ledger

Needs review