Office Manager | Dentrix Ideas

Patient Notes Report - Run off a date range first instead of going through every single patient and then applying the requested report filter. Currently it takes WAY to long to run.

To look at notes for patients that came in the practice for a date range to see what care was prescribed or if we missed a recommendation from a doctor. Currently I try to look at notes for one day of visits and it goes through every patient and t...

Created 31 Oct 18:11 by Guest

Office Manager

0 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

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

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

5 Vote

would like a report for fee schedules attached to all insurances

No description provided

Created 07 Aug 13:26 by Guest

Office Manager

0 Needs review

1 Vote

Version 24.16, need total # of subscribers for each insurance at the "end" of report

the older versions gave this total # at the end of report but it doesnt with the new version. The office have to literally add it up ourselves which is very inconvenient

Created 11 Oct 20:44 by Guest

Office Manager

0 Needs review

1 Vote

Remove the phone number for day sheet (chronological) report

When we provide day sheet to our associate dentist we don't want to provide them with patient contact information.

Created 07 Oct 18:08 by Guest

Office Manager

0 Needs review

Dentrix Ideas

Filter by status

Filter by category

Multi-codes - allow procedure time to be zero.

Show debit of credit card refunds on deposit slip.

Uninsured Patient Report

Patient Notes Report - Run off a date range first instead of going through every single patient and then applying the requested report filter. Currently it takes WAY to long to run.

Save Report as .pdf

Ageing reports to not show pending insurance claim balances

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

would like a report for fee schedules attached to all insurances

Version 24.16, need total # of subscribers for each insurance at the "end" of report

Remove the phone number for day sheet (chronological) report

Filter by status

Filter by category

Identify yourself with your email address

Multi-codes - allow procedure time to be zero.

Show debit of credit card refunds on deposit slip.

Uninsured Patient Report

Patient Notes Report - Run off a date range first instead of going through every single patient and then applying the requested report filter. Currently it takes WAY to long to run.

Save Report as .pdf

Ageing reports to not show pending insurance claim balances

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

would like a report for fee schedules attached to all insurances

Version 24.16, need total # of subscribers for each insurance at the "end" of report

Remove the phone number for day sheet (chronological) report