Office Manager | Dentrix Ideas

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 07:14pm by Vianey Munoz

Office Manager

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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 7 Nov 06:25pm by Roberta Dodero

Office Manager

0 Needs review

2 Vote

Need monthly reports of payments made by non insured patients (not all cash/cc payments)

A monthly report is needed that splits up insured patient payments (insurance + copays) and the non-insured fee for service patients (cash, cc,etc - but not copays)

Created 1 Mar 06:58pm 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 06:11pm by Guest

Office Manager

0 Needs review

5 Vote

When entering monthly production goals, please have the ability to select ALL providers so we can enter a TOTAL goal for the practice

When entering monthly production goals, please have the ability to select ALL providers so we can enter a TOTAL goal for the practice. We would like to go to any computer in the office and see what the total goal is for the Practice so we can see ...

Created 23 Dec 02:12pm by Anonymous

Office Manager

0 Gathering Feedback

6 Vote

It would be nice if the practice management reports could have a feature to show the totals per month for the year instead of having to run a separate report for each month.

Our accounts have asked for this to be able to compare numbers to our Quick Books accounting software. Seems like a simple addition to your reports that would be very helpful!

Created 26 Feb 10:07pm by Guest

Office Manager

0

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Office Manager chart audit

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

Need monthly reports of payments made by non insured patients (not all cash/cc payments)

Aging Report

Merging Duplicate Accounts

Convert Day Sheets to Excel

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.

When entering monthly production goals, please have the ability to select ALL providers so we can enter a TOTAL goal for the practice

It would be nice if the practice management reports could have a feature to show the totals per month for the year instead of having to run a separate report for each month.

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Office Manager chart audit

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

Need monthly reports of payments made by non insured patients (not all cash/cc payments)

Aging Report

Merging Duplicate Accounts

Convert Day Sheets to Excel

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.

When entering monthly production goals, please have the ability to select ALL providers so we can enter a TOTAL goal for the practice

It would be nice if the practice management reports could have a feature to show the totals per month for the year instead of having to run a separate report for each month.