Dentrix Ideas

1 Vote

payment reports split by staff members

I need to print a daily report of payments only entered by myself... not including everyone in the office!This would allow me to balance all payments made via mail which are entered by different staff member other than the frontdesk staff who ente...

Created 8 Oct 07:55pm by Guest

Office Manager / Reporting

0 Future consideration
1 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