Dentrix Ideas

1 Vote

When printing receipt or ledger list payments separately if made on same day for FSA/HSA.

We had a situation with a patient who paid for most of their services with HSA and the rest on his debit card. HSA denied the receipt because it showed he paid a different amount than what he was claiming.

Created 13 Sep 05:48pm by Guest

Ledger

1 Needs review
1 Vote

Would like to be able to go to the patient Ledger while on the "Batch Insurance payment" screen

It would be helpful to know, by going to the Ledger, to see if the patient might need a statement sent by checking their balance after posting the payment.

Created 12 Sep 12:22am by Guest

Statements

0 Needs review
1 Vote

Send a billing statement from the batch insurance screen

Been able to send billing statement after you posted and insurance payment form the batch insurance payment screen on the ledger

Created 11 Sep 12:37pm by Guest

Ledger

0 Needs review
1 Vote

Bug when adding treatment to ledger

When trying to add a treatment completed to the ledger - the program will end up with a "not responding" prompt. This will occur until I restart the computer. Happens every other time I try to add a treatment. Have spoken with others that deal wit...

Created 9 Sep 07:41pm by Guest

Ledger

0 Needs review
1 Vote

Add due date to quick bill mailed statements

No one can help me get a due date printed on my billing statement thru quick bills!!!!!

Created 5 Sep 06:33pm by Guest

Statements

0 Needs review
1 Vote

Patient's copy of credit card receipt, remove signature section

Because its the patient's receipt, no reason for them to sign their own receipt.

Created 4 Sep 01:59pm by Shannon Bradsher

Ledger

0 Needs review
1 Vote

I would the ability to enter last 4 digits of credit card # when entering patient credit card payment without having to use dentrix pay.

The patient and office would benefit when needing to refer back to source of payment.

Created 3 Sep 06:43pm by Guest

Billing and Adjustments

1 Needs review
1 Vote

Edit payment agreement

It would be helpful to be able to edit/adjust a payment agreement instead of having to start over and redo the entire agreement. For example, if a patient had run out of HSA money for the year and want to defer their December payment and make a do...

Created 30 Aug 07:49pm by Guest

Billing and Adjustments

0 Needs review
4 Vote

Audit individual patient

There should be a way to search an individual patient's history, eg. claims sent or deleted, payments entered or deleted, adjustments made or deleted.

Created 14 Aug 04:39pm by Guest

Billing and Adjustments

0 Needs review
1 Vote

Change the order of the buttons in Ledger and Family Files

The buttons can be rearranged in treatment planning, but not in the other modules/screens. Each person who logs in should be able to customize the toolbar buttons to their preferences.

Created 13 Aug 04:44pm by Guest

Ledger

0 Needs review