Dentrix Ideas

1 Vote

Track who initiated a treatment plan. Multiple providers (3 doctors and 6 hygienists). We would like to know the effectiveness of pre-selling/ pre-diagnosing treatment by our hygienists.

With multiple hygienists that pre-diagnose and sell treatment, we would like to track who was responsible for pre-diagnosis and preselling all treatment being completed by the doctors. Which hygienist is most effective at selling treatment, what a...

Created 05 Nov 00:18 by Guest

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1 Vote

one page monthly & yearly deposit report and the same for production . See attached example

No description provided

Created 11 Oct 20:08 by debbie brakebill

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1 Vote

Add name DOB and Insurance ID number to the preauthorization aging report

at present this report is useless when it comes to month end review. There 's no point in having an insurance phone number to call when you have no patient information in front of you. Yes there is a name but you need to add patients DOB and ID nu...

Created 28 Sep 17:36 by Guest

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1 Vote

Please add ADA procedure code date range under select summary reports

practice transition consultants analyse production reports for potential practice buyers by looking at the type and number of procedures done over a time period. Very useful tool. Other Dental practice software companies have this feature.

Created 17 Sep 16:02 by Guest

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1 Vote

Tx Plan Report

It would be great if a report could be pulled like the Unscheduled treatment report, showing a detail of procedures tx planned by date, Dr, patient, and procedure. We have many doctors and we want to ensure that tx is being proposed under the corr...

Created 09 Sep 23:10 by Guest

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1 Vote

Put reason for visit in new patient lists

be able to select reason for visit for new patients, i.e. emergency exam, spec exam, new patient exam, new patient hygiene

Created 28 Aug 05:06 by Guest

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1 Vote

Provider Tax Receivables

It would be nice to be able to track Provider Tax income for a period of time for doing taxes.

Created 27 Jul 13:13 by Guest

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1 Vote

Displayed Production and Day Sheet Match

It would be incredibly helpful if production numbers and the day sheet matched -- at least more closely. It's unclear where the production numbers are sourced. (Is it the actual appointment window? Continuing Care?)

Created 21 Jul 19:53 by Guest

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1 Vote

Pull report on letters generated in Dentrix

For follow up to letters, delinquent and otherwise, sent to patients from dentrix. For Eg. It would be helpful to pull a report for a specific time frame of collection letters sent to patients.

Created 02 Jun 18:47 by Guest

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1 Vote

Allow click through to family files, ledgers etc from report preview

Run any report and have active links to allow you to click on the patient to open the ledger, or family file. Huge time saver than having to open the separate module then search

Created 14 May 17:03 by Colin Cooper

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