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
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
125 Vote

Remove or Archive Providers no longer with the practice

We have maximized our providers and are no longer able to add new providers. To make room for new providers, we would like to be able to archive deceased or inactive providers.

Created 09 Jul 04:16 by Guest

General / Office Manager

4 Future consideration
2 Vote

List of Archive patients

It would be so helpful if the list could be edited by date range. The way it is it generates a list of EVERYONE that has ever been archived.

Created 16 Oct 15:48 by Guest

Office Manager

0 Needs review
4 Vote

More options needed when printing an insurance aging report

My aging report generates fine as long as I generate a complete report. When I try to generate it for one ins company it does not generate it all for that one ins company. Ex: I want to print every claim for Metlife that is on the report. I select...

Created 09 Sep 20:37 by Unknown Unknown

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
2 Vote

Audit trail form of payment changes

I would love to be able to see who changed a form of payment on a patient's account currently you can see if the amount was edited but not if the form of payment was changed for example patient paid cash we have it on a printed deposit slip in a f...

Created 07 Oct 20:46 by Guest

Office Manager

0 Needs review