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 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
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
2 Vote

Add Perio Main to Statistics Report

Be able to plan schedule and patient flow by knowing how many perio patients are due

Created 8 Oct 04:46pm by Guest

Office Manager / Reporting

0 Future consideration
2 Vote

A treatment plan option that allows you to select outstanding treatment by procedure code

Most unscheduled treatment plan reports are very long, if we wanted to search out a patient and a specific procedure code it would cut down on the report and help to be more detailed in looking to contact the patient.

Created 25 Sep 09:45pm by Guest

Office Manager

1 Future consideration
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
2 Vote

Procedure Reports

I would like to have a report that shows the number of procedures done within a certain time frame and percentage of procedures done, not based on production, just procedure codes.

Created 26 Aug 08:24pm by Guest

Office Manager

0 Already exists
2 Vote

Filter audt trail

Be able tc filter the audit trail by patient name

Created 24 Jul 10:56pm by Guest

Office Manager

0 Already exists
2 Vote

Filter reports

The ability to filter by different categories for reports in office manager would be great! Such as in outstanding claims report, you should be able to filter by year or even insurance companies. This will be useful to tackle older claims or newer...

Created 17 Jul 01:26pm by Guest

Office Manager

1 Future consideration
1 Vote

Auto archiving deleted codes from the fee schedules

Currently I manage 55 fee schedules for our practice with our made up codes we are approaching 2400 codes per fee schedule. I am not sure why when the invalidate procedure button for Enterprise was created it also did not remove or gray out any i...

Created 24 Aug 03:35pm by Chase Elliott

Office Manager

0 Needs review