Dentrix Ideas

2 Vote

Add a note section when inputting an insurance payment

When I enter insurance payments, I am often doing adjustments on the account at the same time. I do these adjustments directly on the insurance payment screen. I cannot however, add a note on this screen. I have to post the payment/adjustment onto...

Created 08 Jun 18:43 by Nelle Pedersen

Billing and Adjustments

0
2 Vote

Range of teeth numbers for SRP

When doing localized SRP, insurance companies request the tooth number(s), the ability to add the teeth would make the claims process so much better. i.e. #11, #12 or #13, #15

Created 07 Jun 21:45 by Shawna

Claims

0
3 Vote

City name change option in Zip/Area Code Utility

Option to merge duplicates and option to correct entry errors

Created 13 Sep 20:11 by Guest

Office Manager

0 Future consideration
3 Vote

Insurance estimated payments summary

when we pull our daily reports, we pull the insurance estimated numbers rather than the insurance aging numbers. it can be time consuming to have to pull each individual one, and subtract from the other. it just isn't beneficial to always just hav...

Created 12 Sep 15:05 by Guest

Reporting

0 Future consideration
3 Vote

Set template for Patient appointment NOTES so they are not deleted on accident when closing out of an appointment

When interrupted and having to close out of pt appointments notes are getting accidently deleted. I'd love it if those notes would automatically save.

Created 12 Sep 14:37 by Guest

Scheduling

1 Future consideration
3 Vote

Preauthorization Aging Report Print Status Notes

When printing regular Claims Aging report you have the option to select Print Status Notes for the claim notes. Would love this for the Preauthorization Report so we can see the last follow up note on the preauth!

Created 12 Sep 14:06 by Guest

Reporting

0 Future consideration
3 Vote

Change G7 back to the way G6 was that we can change dates on work stations and have it stick!

With all of the electronic EOBs that are happening these days, it is possible for EOB payments to be made on dates when the practice isn't open. Yes these payments can be entered into the ledger with previous dates, but the difficulty arises when ...

Created 12 Sep 00:33 by Guest

Billing and Adjustments

1 Future consideration
1 Vote

FIX THIS: Notes in ANY ledger transaction are accessible to ONLY anyone with Edit (of ANYTHING in the Ledger record) capability

Currently, there is limited value of Notes (the ones with a musical note icon) in Ledger, only (usually) managers with EDIT capability can read them, otherwise you must provide EDIT capability to the rest. Maybe you can solve it by splitting Edit ...

Created 24 Feb 21:37 by Guest

Ledger

0 Needs review
1 Vote

Insurance Collections Details report

Claim payment report that shows how much amount was posted for the month including production for procedure date. Ex. If a report is run for the month of September, we would like to see how much collection belongs to the claims for the month of Se...

Created 24 Feb 17:10 by Guest

Practice

0 Needs review
2 Vote

Communication texts need to ALL send out @ BEGINNING of day PRIOR to appointment

Current system only allows for reminders to be sent day prior, but AT TIME OF appointment. This is not feasible, as we cannot wait until all reminders go out -especially for the afternoon, as we have to have time to fill any cancellations. These n...

Created 03 Jun 18:03 by Office Admin/TFD

Appointment Reminders

0