Dentrix Ideas

1 Vote

Search Aging Reports by the year.

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

Created 15 Nov 02:51pm by Guest

Office Manager

0 Future consideration
2 Vote

Inactivating Several Patients at once

Mass inactivating patients who haven't been to the practice in more than 5-7 years after repeated outreach to bring the patients back into the office would be helpful. It is very time consuming to run through and dozens (or in our case, hundreds) ...

Created 23 Aug 09:20pm by Guest

Office Manager

0 Needs review
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 7 Nov 09:58pm 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 7 Nov 09:54pm by Vicki Neve

Office Manager

0 Needs review
9 Vote

Show debit of credit card refunds on deposit slip.

The deposit slip report is my record of funds that are deposited into the bank account. When there is a credit card refund, that refund is not deducted from the total of credit card collections that are automatically deposited in the bank account....

Created 20 Nov 12:47am by Guest

Office Manager

1 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 08:49pm by Guest

Office Manager

0 Needs review
13 Vote

Save Report as .pdf

It would be great to be able to save a report from the office mgr as a .pdf rather than the only options of print or display. A report I'm working with is 411 pages and I really don't want to print it.

Created 14 Aug 08:48pm by Guest

Office Manager

1 Future consideration
12 Vote

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
3 Vote

Inactive dental codes

There should be a way to flag inactive codes to not show up on the current fee schedule. Very frustrating when you are updating the fees and have to look to see which codes should be updated. I understand that they could not and should not be dele...

Created 5 Apr 09:38pm 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 04:50pm by Guest

Office Manager

0 Needs review