Office Manager | Dentrix Ideas

Office Manager chart audit

Check list for office managers to audit scheduled patient accounts. Verifying insurance, co-pays, pending treatment, and outstanding balance.

Created 11 Nov 07:14pm by Vianey Munoz

Office Manager

0 Needs review

1 Vote

Develop a report showing all active patients who have not been seen since a specific date

provides a list of patients practice may reach out to for potential recalls, also allows practice to keep records up to date in case patients should be archived

Created 7 Nov 06:25pm by Roberta Dodero

Office Manager

0 Needs review

1 Vote

Patient Notes Report - Run off a date range first instead of going through every single patient and then applying the requested report filter. Currently it takes WAY to long to run.

To look at notes for patients that came in the practice for a date range to see what care was prescribed or if we missed a recommendation from a doctor. Currently I try to look at notes for one day of visits and it goes through every patient and t...

Created 31 Oct 06:11pm by Guest

Office Manager

0 Needs review

6 Vote

Automatic log out after idle for a set amount of time

This would help with general security as well as keeping things clean and clear as to who is inputting things in a workstation. Staying logged in indefinitely is not a great idea. An option to select the amount of time to stayed logged in would be...

Created 2 Dec 02:59pm by Guest

Office Manager

1 Needs review

3 Vote

Select all claims

Please allow users to "select all" claims batched in the Office Manager using shift so we can highlight & send all claims by selecting the first & last claim while holding shift. All claims highlight when batched together but that is not t...

Created 27 Dec 11:01pm by Guest

Office Manager

0 Needs review

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Office Manager chart audit

Develop a report showing all active patients who have not been seen since a specific date

Aging Report

Inactivating Several Patients at once

date range in the archived patient list

Generate a production report filtered by specific fee schedule

Uninsured Patient Report

Patient Notes Report - Run off a date range first instead of going through every single patient and then applying the requested report filter. Currently it takes WAY to long to run.

Automatic log out after idle for a set amount of time

Select all claims

Filter by status

Filter by category

Identify yourself with your email address

Office Manager chart audit

Develop a report showing all active patients who have not been seen since a specific date

Aging Report

Inactivating Several Patients at once

date range in the archived patient list

Generate a production report filtered by specific fee schedule

Uninsured Patient Report

Patient Notes Report - Run off a date range first instead of going through every single patient and then applying the requested report filter. Currently it takes WAY to long to run.

Automatic log out after idle for a set amount of time

Select all claims