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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 05 Nov 20:59 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 05 Nov 14:33 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 18:35 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 08 Oct 19:55 by Nancy
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 04 Oct 14:57 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 21:34 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 18:17 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 04 Sep 19:15 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 03 Sep 20:06 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 17:39 by Guest
Office Manager
1
Already exists
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