Office Manager | Dentrix Ideas

Purging Insurance

When insurance gets purged it gets rid of all the information on the patients ledger. If you can have the option to purge the insurance but keep the name of the insurance company and the id or group number, so if the patients calls wanting to see ...

Created 4 Nov 09:21pm by Guest

Office Manager

2 Future consideration

6 Vote

It would be nice if the practice management reports could have a feature to show the totals per month for the year instead of having to run a separate report for each month.

Our accounts have asked for this to be able to compare numbers to our Quick Books accounting software. Seems like a simple addition to your reports that would be very helpful!

Created 26 Feb 10:07pm by Guest

Office Manager

0 Needs review

2 Vote

REMOVE INACTIVE PROVIDERS FROM REPORTS

Please make it optional to include/list inactive providers on reports. There is no reason to print multiple pages with zeros on it for providers that have been gone for years. It's a waste of ink & paper, & just makes for messy, bulky repo...

Created 13 Jan 03:07pm by Guest

Office Manager

0 Needs review

4 Vote

Add a report for unscheduled treatment for a specific ada code, showing a list of patients

To keep track of the patients who haven't scheduled a specific ada code like implant placement

Created 22 Jul 08:37pm by Guest

Office Manager

1 Needs review

1 Vote

When entering monthly production goals, please have the ability to select ALL providers so we can enter a TOTAL goal for the practice

When entering monthly production goals, please have the ability to select ALL providers so we can enter a TOTAL goal for the practice. We would like to go to any computer in the office and see what the total goal is for the Practice so we can see ...

Created 23 Dec 02:12pm by Anonymous

Office Manager

0 Needs review

2 Vote

Save Report as PDF

Hoping to have a way to save reports from the Office Manager as a PDF - some reports are too long to print and its not feasible to have the print preview up if the project you're working on takes several days, because it gets overridden when acces...

Created 16 Dec 02:04am by PB

Office Manager

0 Needs review

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Purging Insurance

It would be nice if the practice management reports could have a feature to show the totals per month for the year instead of having to run a separate report for each month.

REMOVE INACTIVE PROVIDERS FROM REPORTS

Add a report for unscheduled treatment for a specific ada code, showing a list of patients

Print day sheets showing daily totals for a date range (ex. a month)

Save Report as .pdf

Simplify duplicate accounts

Longer character count for Fee Schedule Names

When entering monthly production goals, please have the ability to select ALL providers so we can enter a TOTAL goal for the practice

Save Report as PDF

Filter by status

Filter by category

Identify yourself with your email address

Purging Insurance

It would be nice if the practice management reports could have a feature to show the totals per month for the year instead of having to run a separate report for each month.

REMOVE INACTIVE PROVIDERS FROM REPORTS

Add a report for unscheduled treatment for a specific ada code, showing a list of patients

Print day sheets showing daily totals for a date range (ex. a month)

Save Report as .pdf

Simplify duplicate accounts

Longer character count for Fee Schedule Names

When entering monthly production goals, please have the ability to select ALL providers so we can enter a TOTAL goal for the practice

Save Report as PDF