Dentrix Ideas

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
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
2 Vote

When adding or changing definitions option to revert back to previous definitions

it would be helpful as this mistake happens very easily and is not easily rectified after

Created 25 Aug 22:23 by Guest

Office Manager

0
2 Vote

Move all patients from one referral source to another

Move all patients from one referral source to another. We want to clean up the extra Referral source with 1 patient only and move it under "others" referral source

Created 07 Aug 17:19 by Guest

Office Manager

0
2 Vote

A report to show how much uninsured patients paid for the year/month, etc.

We are trying to see how much of our payments come from insurance vs non-insured patients

Created 21 Jul 20:56 by Guest

Office Manager

1
2 Vote

Add names to Single billing statements in the Office Manager.

If we have multiple in the Batch processor then we cannot tell whos statement is who's .

Created 01 Jul 19:50 by Guest

Office Manager

0
2 Vote

Balance on account

It would be nice to print a report at beginning of day for just that day to see who has a balance on account, since covid we are no longer printing router slips.

Created 29 Jun 14:41 by Guest

Office Manager

0