Dentrix Ideas

1 Vote

minimum balance filter

The patient balance report needs to have a feature where there is a filter for minimum balance currently.

Created 19 Nov 22:28 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
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

Office Manager chart audit

Check list for office managers to audit scheduled patient accounts. Verifying insurance, co-pays, pending treatment, and outstanding balance.

Created 11 Nov 19:14 by Vianey Munoz

Office Manager

0 Needs review
1 Vote

Develop a report showing all active patients who have not been seen since a specific date

provides a list of patients practice may reach out to for potential recalls, also allows practice to keep records up to date in case patients should be archived

Created 07 Nov 18:25 by Roberta Dodero

Office Manager

0 Needs review
1 Vote

Aging Report

Aging and Credit reports should print with ease and not re-calculate before doing so.

Created 05 Nov 14:12 by Guest

Office Manager

0 Needs review
1 Vote

Uninsured Patient Report

Looking for a report that shows the specific patient names of those who are uninsured. Not just the number of patients.

Created 31 Oct 21:09 by Guest

Office Manager

0 Needs review
1 Vote

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
15 Vote

Purging Insurance

When insurance gets purged it gets rid of all the information on the patients ledger. If you can have the option to purge the insurance but keep the name of the insurance company and the id or group number, so if the patients calls wanting to see ...

Created 04 Nov 21:21 by Guest

Office Manager

2 Future consideration
7 Vote

Inactivating Several Patients at once

Mass inactivating patients who haven't been to the practice in more than 5-7 years after repeated outreach to bring the patients back into the office would be helpful. It is very time consuming to run through and dozens (or in our case, hundreds) ...

Created 23 Aug 21:20 by Guest

Office Manager

0 Needs review