Dentrix Ideas

5 Vote

Reporting in Dentrix needs to be more refined.

I would like to see a REPORT CENTER in Dentrix. Open Dental, Curve Hero both have capabilities for customized reporting. Taking away and adding in filters to be able to search the software for accurate, customized, information. For Example - Aging...

Created 05 Mar 21:45 by Renee Golemba

Office Manager

0 Needs review
1 Vote

Have the insurance show how many patients are attached without having to run a report

No description provided

Created 26 Sep 16:44 by Guest

Office Manager

0 Needs review
2 Vote

Ageing reports to not show pending insurance claim balances

I would like the option to run an ageing report without including pending insurance claims. Omit the esent and printed accounts that have not been paid by insurance yet.

Created 24 Jul 15:03 by Guest

Office Manager

0 Needs review
4 Vote

Archive a provider

It would be nice to be able to archive a provider so they do not show up on any reports unless you want them to.

Created 26 Mar 15:19 by Guest

Office Manager

1 Needs review
1 Vote

We should be able to export our fee schedules without extra codes exporting

Within office manager you can print your active fee schedule under reports that shows only the codes marked as show in chart. When you try to export that same fee schedule (this is also in office manager but under the maintenance tab) it adds a bu...

Created 18 Sep 15:59 by Guest

Office Manager

0 Needs review
1 Vote

Patient Report

Please add a report that can filter active, inactive and archived patients. It would be so helpful to search out patients that are listed under that criteria so see if their status within the office has changed. It would help to quickly see which ...

Created 17 Sep 21:03 by H Jones

Office Manager

0 Needs review
5 Vote

Multi-codes - allow procedure time to be zero.

Currently, multi-codes if used will add at least 10 min to an appointment. There are procedures that we want to bundle that don't add time to an appointment. You should be able to set them up with zero time added to an appointment length.

Created 06 Dec 20:02 by Sean Murphy DDS

Office Manager

0 Needs review
17 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 00:47 by Guest

Office Manager

2
10 Vote

Indicate type of report that has been generated in heading. Is it an "Entry" or "Procedure" dated report

I OFTEN have to re-run a report, because I have lost track of whether or not I clicked the "Entry Date" or "Procedure Date" when generating it. Can you indicate on the report itself, what method was used to generate that particular report?

Created 30 Jun 14:50 by Nelle Pedersen

Office Manager

2 Needs review
22 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 20:48 by Guest

Office Manager

1 Future consideration