Dentrix Ideas

1 Vote

A report listing total number of patients (no names)on line by line list of insurance plans

See which insurance company has the largest patient base in the practice to help in determining which insurance companies to consider joining.

Created 5 Nov 08:59pm by Rose Kelkenberg

Office Manager

1 Already exists
1 Vote

report for specific insurance renewal months

You should be able to run a report showing specific insurance renewal months for many different reasons. Not all plans renew in January. Or at least when you purge insurance benefits used for a certain month it should generate a report of what pat...

Created 5 Nov 02:33pm by Guest

Office Manager

0 Future consideration
1 Vote

making template for hygiene recall cards

I was able to print treatment plan cards to send out for unscheduled DDS , but cannot make recall cards to mail out for unscheduled recall cleanings

Created 14 Oct 06:35pm by Guest

Appointment Book / Office Manager

0 Already exists
1 Vote

payment reports split by staff members

I need to print a daily report of payments only entered by myself... not including everyone in the office!This would allow me to balance all payments made via mail which are entered by different staff member other than the frontdesk staff who ente...

Created 8 Oct 07:55pm by Guest

Office Manager / Reporting

0 Future consideration
1 Vote

create a spreadsheet for end of the month payments breakdown

this would help dr to see how much in cash, checks, credit card , and care credit and dental ins payments were received for the month

Created 4 Oct 02:57pm by Guest

Office Manager / Reporting

0 Already exists
1 Vote

Conversion to regular patient

I would love to see a way to run a report of emergency patients who have converted to regular patients. It would help us monitor our customer satisfaction.

Created 30 Sep 09:34pm by Guest

Office Manager

0 Future consideration
1 Vote

Need a place to enter Lab Fees

Need to be able to attach lab fees to dental codes for Insurance feed that do not include lab fees in their pricing. Would like to be able to have an option to attach to certain insurance companies. There might be different fees for different insu...

Created 26 Sep 06:17pm by Guest

Office Manager

0 Future consideration
1 Vote

A/R

When in office manager it would be wonderful to be able to print an accounts receivable report broken down into 0-30, 31-60, 61-90, 91-120 and 120+ days

Created 4 Sep 07:15pm by Guest

Office Manager

0 Future consideration
1 Vote

Be able to view total number of inactive patients.

This would show how many patients have been inactivated.

Created 3 Sep 08:06pm by Guest

Office Manager

0 Already exists
1 Vote

Separate New Patients by Insurance

We get military referrals for treatment but do not consider them a new patient since it is usually a one-time referral. We would like a way to see how many new patients we get per month without military referrals considered. They have a specific i...

Created 22 Aug 05:39pm by Guest

Office Manager

1 Already exists