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Vote
create a spreadsheet for end of the month payments breakdown
this would help dr to see how much in cash, checks, credit card , and care credit and dental ins payments were received for the month
Created 4 Oct 02:57pm by Guest
Office Manager / Reporting
0
Already exists
1
Vote
Procedures Not Attached to Predetermination
Enhance or add a treatment planned procedures to the "Procedures Not Attached to Insurance Claims" report. Currently there is no way to report on treatment planned procedure(s) which have not been added to a pre-authorization claim (all existing p...
Created 3 Oct 03:01pm by Guest
Insurance / Reporting / Treatment Plan
1
Already exists
1
Vote
A report that shows RX's prescribed the past 12 months etc.
With the new e-prescribing coming out it's very helpful to know!
Created 3 Oct 01:54pm by Guest
General / Reporting
0
Future consideration
1
Vote
Printing a report listing the patients who we have sent statements to
So then we could go through each patient to see if they've come in to pay and who hasn't
Created 26 Sep 07:07pm by Guest
Reporting / Statements
0
Future consideration
1
Vote
To be able to create a practice analysis spreadsheet for the year.
To be able to look at each month and compare numbers quickly.
Created 26 Sep 05:39pm by Guest
Reporting
0
Future consideration
1
Vote
Have appt provider as a choice, not just primary provider in morning huddle report
Because then each provider for the day would have their appointment separated out in groups instead of having to look for each pt. under either date/time or alphabetical order. That way if health histories or such need to be attended to, it would ...
Created 25 Sep 06:42pm by Guest
Reporting
0
Future consideration
1
Vote
can broken or cancelled appointments be added to the appointment list?
The current report allows us to see all changes in the patients appointment except this critical one. It will help us distinguish chronic abusers of appointments and help train administrators who are not skilled in redirecting those appointments.
Created 23 Sep 02:57pm by Guest
Reporting
0
Future consideration
1
Vote
Adding Production as an option in the Data Fields when you're trying to run a report of referring dentists, and having all their demographics along with their production for a specific period of time. Having this in an excel format would make it really easy to sort and manipulate the data. Right now you would need to run separate reports and would have to do quite a bit of data entry.
No description provided
Created 12 Sep 05:42pm by Guest
Reporting
0
Future consideration
1
Vote
Aging report for over 90 should not include totals of less then 90
The aging report does not reflect the expected total balance since it includes totals for the patients less than 90 days. Please make the report easier to read, maybe by making those totals in a separate section at the end of the report.
Created 11 Sep 02:53pm by Guest
Reporting
0
Future consideration
1
Vote
Schedule production
It would be useful to see how many new patients comes in each month its great to have MTD but monthly would be much more useful since we track new patients monthly.
Created 10 Sep 03:08pm by Guest
Reporting
0
Already exists
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