Dentrix Ideas

1 Vote

Changing Statement Date

Would be nice for us to be able to edit the range manually when printing single statements. They do not copy to the document center when you print a batch statement and so when printing a single statement it would be nice to show a couple months p...

Created 10 Oct 02:37pm by T. Schneider

Billing and Adjustments

0 Needs review
4 Vote

Audit individual patient

There should be a way to search an individual patient's history, eg. claims sent or deleted, payments entered or deleted, adjustments made or deleted.

Created 14 Aug 04:39pm by Guest

Billing and Adjustments

0 Needs review
1 Vote

fee schedule

Good Morning, There needs to be a way to update the treatment plan in the system by insurance as well as fee schedule . I chatted with several people and they all tell me there is not any way to update treatment plans by insurance or fee schedule....

Created 24 Sep 08:30pm by Guest

Billing and Adjustments

0 Needs review
26 Vote

When posting payment or checkout patient option to email receipt as well as printing.

Most patients want an email receipt vs a printed receipt for visits and payments.

Created 13 Mar 08:44pm by Guest

Billing and Adjustments

4 Needs review
5 Vote

Be able to set up a recurrent payment plan with Credit card on file by months or amount

Will be helpful to have an option that allow us to have recurrent payment plan set up with credit cards on file. Example: If pt wants to pay $100 for 6 months with credit card on file on their chosen date. Credit card will automatically run that b...

Created 30 May 04:09pm by Kavita Patel

Billing and Adjustments

1 Needs review
1 Vote

I would the ability to enter last 4 digits of credit card # when entering patient credit card payment without having to use dentrix pay.

The patient and office would benefit when needing to refer back to source of payment.

Created 3 Sep 06:43pm by Guest

Billing and Adjustments

1 Needs review
1 Vote

Edit payment agreement

It would be helpful to be able to edit/adjust a payment agreement instead of having to start over and redo the entire agreement. For example, if a patient had run out of HSA money for the year and want to defer their December payment and make a do...

Created 30 Aug 07:49pm by Guest

Billing and Adjustments

0 Needs review
5 Vote

payment plan for multiple family members

We would like to be able to add payment plans to multiple patients in a family.

Created 13 Mar 08:26pm by Guest

Billing and Adjustments

1 Needs review
3 Vote

Allow notes to be added or adjustment types modified on patient payments or adjustments after the month has been closed out.

Useful for front office to track/read balances or credits when billing can go back and add or correct notes and adj types when needed.

Created 10 May 08:10pm by Guest

Billing and Adjustments

0 Needs review
2 Vote

Dentrix Pay processing cc when entering virtual credit card payment from insurance claim payment screen

In order to process an virtual insurance credit card payment, multiple steps are required and entries to the ledger are confusing to patients. When entering a virtual credit card payment when posting to the enter insurance payment for a claim the ...

Created 3 Jun 09:37pm by Joseph Battaglia

Billing and Adjustments

0 Needs review