Dentrix Ideas

1 Vote

Space to write notes on printed Aging and Insurance Aging

Would love to have some space on both aging reports to be able to write notes on. Similar to how the Continuing Care list prints.

Created 17 Nov 17:59 by Guest

Office Manager

0 Needs review
1 Vote

Make the Office Manager More Organized and User Friendly

I would like to be able to add sections to the OM to split the reports by type - one each for batched claims/pre-authorizations, printed reports, eClaims pre-submission/transmission reports, day sheets/deposit slips, task manager scheduled reports...

Created 16 Nov 19:46 by PB

Office Manager

0 Needs review
1 Vote

view reports without printing

When a report is created, I would like to be able to view it without printing it to see if it is correct

Created 16 Nov 12:02 by Guest

Office Manager

1 Needs review
1 Vote

Search Aging Reports by the year.

Add the ability to search for Aging Reports by the year.

Created 15 Nov 14:51 by Guest

Office Manager

0 Future consideration
1 Vote

Inactivating referral sources

An enhancement to inactivate referral sources would help so that retired, deceased, or otherwise inactive sources will not come up in reports or print in other situations.

Created 07 Nov 21:58 by Vicki Neve

Office Manager

0 Needs review
1 Vote

Combine multiple listings of referral sources

There may be occurrences where a referral source is entered more than once. A software capability to combine them into one would be beneficial to reduce confusion and false numbers in reports run.

Created 07 Nov 21:54 by Vicki Neve

Office Manager

0 Needs review
2 Vote

Allow patients to be able to fill out a questionnaire more than 1 time in 30 days

We have patients that come in for a cleaning and check up but when they come back for restorative work in 1-2 weeks, they cannot fill out the covid questionnaire because it is only allowed 1 time in 30 days.

Created 02 Nov 21:03 by Lacy Thomas

Office Manager

0
1 Vote

Aging report

There should be a report to get aging report for every provider regardless of who the primary provider is. This makes easier to track payment at the end of month. This addition to the office manger can help us figure out the balance for each provi...

Created 31 Oct 20:49 by Guest

Office Manager

0 Needs review
1 Vote

Printable report of patients with ortho coverage

We're doing an Invisalign promo and want to send an email to all the patients with ortho coverage to promote event.

Created 13 Oct 16:50 by Guest

Office Manager

0 Needs review
2 Vote

Quick Link in the office manager module that can access Worldpay's IQ reporting module.

The express virtual terminal is difficult to extrapolate data from and IQ is very quick to lock you out of the software. They are very difficult to work with.. If we could quickly pull our batch totals from the office manager, we could bypass some...

Created 27 Aug 18:03 by Guest

Office Manager

0