Dentrix Ideas

14 Vote

Export To Excel....Pleeease :)

I need to run report that require me to see multiple values, through different lenses, all at the same time. Fortunately, that is where data-dumps into excel and pivot tables + other features come into play, to help a person Efficiently slice and ...

Created 9 Sep 01:47pm by Guest

Reporting

2 Future consideration
14 Vote

Option to customize route

Being able to customize the route slips would make us able to only include the information that is important to our Doctors and hygienist. That way they would not be overwhelmed looking at all the information but only seeing what's important. We l...

Created 11 Jul 04:37pm by Guest

Practice / Reporting

1 Future consideration
7 Vote

Make bulk payments shown on the deposit slip itemized

For example; If there was a bulk insurance payment it should list all of the patients attached to that payment on the deposit slip.

Created 24 Aug 02:18pm by Kendall Ybarra

Reporting

1 Future consideration
10 Vote

issue is claims are being sent to batch but not actually sent to insurance companies, claims are created right but the insurance claims are not showing up on insurance claims to process report.

This would help, my office to get a report for patients that have insurance and the claim is still pending on the batch waiting to get sent to insurance.

Created 3 Oct 05:50pm by Guest

Claims / Insurance / Office Manager / Reporting

0 Future consideration
8 Vote

Log which staff posted adjustments

No description provided

Created 30 Sep 07:10pm by Guest

Office Manager / Reporting

0 Future consideration
6 Vote

More detailed patient reports

There currently is no way to easily run a report to find out how many appointments were completed during a specified time frame. All the existing reports will either only give me the number of patients seen or procedures completed, which doesn't t...

Created 16 Jan 06:11pm by Stephanie Clark

Reporting

1 Future consideration
6 Vote

Create a list of patients who have never had a cleaning

We could call the patient's and get them in for a cleaning if they have only come in for tx or emergencies.

Created 5 Sep 12:52pm by Guest

Reporting

0 Future consideration
5 Vote

Patient Balance Report

When running the Patient Balance Report, there should be more filters. You should be able to filter out accounts that do not have any balances. If there is no Family Balance and No Patient Balance, these accounts do not need to be on the report. R...

Created 8 Mar 02:52pm by Guest

Reporting

1 Future consideration
5 Vote

Production by zip code report

It would help with marketing and knowing what area most of your treatment accepting patients come from.

Created 30 Aug 03:07pm by Guest

Reporting

0 Future consideration
4 Vote

Please put the patient/ family member's next appointments on the credit report

We need to make sure we apply the credit for treatment or refund it to the patient, and making a note on their appointment helps me to remember this. I like to do this ahead of time and must look up appointments patient by patient on the credit re...

Created 26 Feb 09:27pm by Guest

Reporting

1 Future consideration