Dentrix Ideas

1 Vote

Running a patient refund report

Currently, there is a way to run a report to give a general overview of patient refunds by providers, but there is no way to get a breakdown by patient name, day, month, etc.

Created 24 Jan 14:41 by Guest

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0 Needs review
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 05 Sep 12:52 by Guest

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0 Future consideration
6 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 15:07 by Guest

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0 Future consideration
5 Vote

End of year payment report

There should be a report in Dentrix that you can print all the payments a patient has paid throughout the year and all family members WITHOUT showing the ledger with the procedures just payments made. Primarily for Tax Purposes

Created 07 Jul 13:58 by Guest

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1
1 Vote

a report that gives provider name, pt name and ins with procedure code and total of charges for ea code

report needs to be for production of a Hyg provider for specific code w/ ins info and chgs with pt's name

Created 11 Jan 17:04 by Guest

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0 Needs review
5 Vote

Create report that would illustrate Payer Mix by Medicaid/Insurance Companies/Self-Pay.

This metric would allow practices to analyze the payer mix. It is also required to complete the CARES Act Provider Relief Fund application.

Created 24 Jun 17:09 by Leslie Barrett

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1
1 Vote

Aging Report to current month

When printing aging report it always prints to the first patient EVER seen at the office which after two years, we like to write off any of those past balances. We would like to be able to adjust the dates on the reports for the current year or 6 ...

Created 03 Jan 13:35 by Guest

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2 Vote

RETURN RESENT DATE TO INSURANCE AGING REORT

HAVING GENERATED THIS REORT FOR YEARS IT WAS VERY SIMPLE TO SEE WHEN CLAIMS WERE LAST SENT OR RESENT. WITH NEW REPORT I NOW HAVE TO OPEN *EVERY SINGLE CLAIM TO SEE THIS INFORMATION. VERY TIME CONSUMING. With the information on the report I would o...

Created 03 Feb 19:11 by Guest

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0 Needs review
3 Vote

Need to have the insurance aging report do a calculate by a certain date in the past

the regular aging report has the option to calculate by a certain date, like 31 jan 2022.

Created 03 Feb 18:02 by Guest

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4 Vote

Tracking rescheduled, missed, and cancelled appointments with a report.

If you can track referrals with a report, you should be able to track these as well. And yes you can see individually who has done one of the three in their ledger, but it would be more helpful to see as a whole how many patients has done these wi...

Created 23 Feb 14:34 by Guest

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