Dentrix Ideas

1 Vote

view reports without printing

When a report is created, I would like to be able to view it without printing it to see if it is correct

Created 16 Nov 12:02pm by Guest

Office Manager

1 Needs review
1 Vote

Search Aging Reports by the year.

Add the ability to search for Aging Reports by the year.

Created 15 Nov 02:51pm by Guest

Office Manager

0 Future consideration
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

Referral Tracking

We like that we are able to create treatment plans and mark that they are being referred out. So when the treatment is completed and we receive the correspondence from the office we refer to, it is easy to chart what treatment was completed. Howev...

Created 17 Oct 09:37pm by Guest

Office Manager

0 Needs review
2 Vote

Add a "Last Month" Button anywhere that you need to enter DATE RANGES.

For example. Analysis Summary reports. It asks for a date range. Instead of having to enter 09/01/2022 to 09/30/2022 you can just click one button that says "last month" and it will enter the appropriate range for you.

Created 14 Oct 02:33pm by John Mady

Office Manager

0 Needs review
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

HYG should only view her own day sheet report without accessing other providers.

I want to give my HYG an access to day sheet report to view her production for the day, but when I do that she get access to view all other associate report as well. There should be access only to the hygienist confidentiality to other providers.

Created 6 Oct 04:55pm by Guest

Office Manager

0 Needs review
3 Vote

Future Appointment For New patients

It would be essential to have an option where we could look at future appointments by procedural code. We would like the option to see when new patients are coming into the office in the future which is not an option in the custom lists and report...

Created 29 Sep 08:09pm by Guest

Office Manager

0 Needs review