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1. Change format of Provider AR Totals 2. Be able to merge old providers into 1 provider so that there aren't 20 inactive providers that show on the Provider AR totals
1. Reason for its importance: When a practice KPI gets over $1,000,000 the YTD totals are unreadable. It cuts off the first few numbers because there is not room. 2. When pulling a Provider AR totals report, there can be upwards of 9 pages, that ...
Created 8 Nov 05:30pm by Guest
Reporting
0
Future consideration
3
Vote
Customize Statistics report
when pulling the practice statistics report, it doesnt allow you to make any customizations, like seeing just active patients, or patients who have been in, in the past few months, that would be helpful.
Created 11 Oct 04:48pm by Guest
Practice / Reporting
0
Future consideration
3
Vote
easier way to save a report to pdf
there are too many steps to save a report to pdf please make it a one click or two. the microsoft print to pdf portprompt does not work you have to save it to document center then export too long!!
Created 8 Oct 10:37pm by Guest
Reporting
1
Future consideration
3
Vote
Insurance estimated payments summary
when we pull our daily reports, we pull the insurance estimated numbers rather than the insurance aging numbers. it can be time consuming to have to pull each individual one, and subtract from the other. it just isn't beneficial to always just hav...
Created 12 Sep 03:05pm by Guest
Reporting
0
Future consideration
3
Vote
Preauthorization Aging Report Print Status Notes
When printing regular Claims Aging report you have the option to select Print Status Notes for the claim notes. Would love this for the Preauthorization Report so we can see the last follow up note on the preauth!
Created 12 Sep 02:06pm by Guest
Reporting
0
Future consideration
2
Vote
UCR fee Provider monthly report
We need to run a monthly report by provider that shows breakdown of procedures with UCR fees. Please contact us with additional questions. We need to be able to do this by June 1st
Created 22 May 10:45pm by Guest
Reporting
0
Needs review
2
Vote
Report for Treatment plan by case type and procedure code
In the treatment manager and the Patient Report by filters, you can run reports with different options. I would like a filter/option for the type of Case Status (Purposed/Accepted/Rejected/etc.) and filter specific procedure codes. EX - Report for...
Created 1 May 02:47pm by Kellie Boyle
Reporting
0
Needs review
2
Vote
Report by code & provider
There should be a way to run a report by procedure code & by provider with the patients name.
Created 26 Jul 09:11pm by Guest
Reporting
0
Needs review
2
Vote
Attaching Hygienist to specific proceedure codes as default. The tech at Dentrix informed me that this is not an option at this time. 7/14/23
No description provided
Created 14 Jul 04:42pm by Guest
Reporting
0
Needs review
2
Vote
generate report of patients whose treatment plan was entered but status was not updated to acc or rej
Or show the status on the unscheduled treatment plan report. As of now we have to check each patient individually going to the treatment plan. it is useful because we don't see if the tx was accepted or rejected. We have to check each patient goin...
Created 27 Jun 03:04pm by Guest
Reporting
0
Needs review
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