Dentrix Ideas

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
1 Vote

Report showing production and estimated insurance payout for specific dates.

a report showing production entered for a specific day shows what is billed to insurance. What about a report showing actually received amounts for said day? so a report could be for DOS Jan 10 ran on April 1. will show payments made by insurance ...

Created 21 Aug 17:58 by Guest

Office Manager

0 Future consideration
1 Vote

Security Settings

With most software programs I have used, there is a security setting that helps office managers limit the access of other employees. Such as clinical staff, doctors versus front office staff. The clinical staff does not need access to patients pay...

Created 07 Aug 19:25 by Guest

Office Manager

0 Already exists