Dentrix Ideas

1 Vote

unable to void refund charges

refund charges should be able to be voided if discovered before the closeout of the batch that night.

Created 20 Aug 04:05pm by Guest

Billing and Adjustments

0 Needs review
7 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
5 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
3 Vote

Add a down payment field to the payment agreement form.

Field is helpful as it will deduct from the total agreed amount and it can coincide with the agreement date.

Created 23 Jan 03:16pm by Guest

Billing and Adjustments

0 Needs review
1 Vote

Refunds Restrictions

When a credit exists on a patient account, that credit can be refunded to a card not matching the patient's name and the only information that shows on the receipt AND in IQ is the patients name. No where on either platform does it show that a dis...

Created 5 Aug 04:38pm by Guest

Billing and Adjustments

0 Needs review
4 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
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

Report without Invalidating Procedures

In the report, run patient ledger without invalidated patient procedure on Ledger.

Created 25 Jul 12:44am by Guest

Billing and Adjustments

0 Needs review
3 Vote

Adding Patients Payments to Show Transaction Links

I wanted to suggest a helpful tool that would allow us to link patient payments to specific visits and treatment codes. Currently, this option is available for insurance payments and adjustments, but not for patient payments. Having this feature w...

Created 16 Dec 08:35pm by Guest

Billing and Adjustments

1 Needs review
1 Vote

Allowed amounts creating problems in the Ledger/Statements

We were excited to find that adding allowed amounts in the payment table made our In-network Delta treatment plans correct, however when we went to the Ledger and the family billing type box it shows the patient owes the amount of the write off. A...

Created 23 Jul 02:33pm by Guest

Billing and Adjustments

0 Needs review