Dentrix Ideas

2 Vote

In Ledger, give option as default to not show the dialogue box to select Credit or Charge Adjustment, just show all as before.

Sometimes what one person feels is a useful shortcut/addition is just one more click for someone else who is very familiar with the current procedure.

Created 12 Oct 08:31pm by Guest

Billing and Adjustments

0 Needs review
2 Vote

Match online epayments date imported in ledter to actual date patient paid

No description provided

Created 8 Oct 07:56pm by Guest

Billing and Adjustments

1 Needs review
3 Vote

Modify or Change Adjustment Listing Without Affecting History of Patients in Dentrix.

I would like to be able to Edit our list of Adjustments Choices without it affecting the History of Adjustments already done in Dentrix. We have 40 types of Adjustment choices. At least 4 Adjustments we no longer use, and many that we Do Use are a...

Created 10 Jul 10:08pm by Guest

Billing and Adjustments

0 Future consideration
2 Vote

Able to change payment due on payment agreement

When making a monthly, biweekly, etc credit card payment on the billing/payment agreement it would be great if you were able to change payment due after agreement is made. Patient's sometimes will call to change payment date. Unable to enter payme...

Created 29 Sep 03:32pm by Guest

Billing and Adjustments

1 Needs review
2 Vote

Adjustment "transfer balance credit" should always require a "transfer balance debit". And vice versa

If you transfer a credit balance to another family member, you create a debit adjustment. You should be REQUIRED to make a credit adjustment for exactly the same amount for the other family member. The way it is currently constructed, an employee ...

Created 23 Sep 04:31pm by Lucretia Frederich

Billing and Adjustments

0 Needs review
2 Vote

Option for not doing credit/debit adjustments when archiving patients.

This is would be useful because many practices have families that have been patients for 20+ years that have a zero family balance while individuals have a credit or debit balance. As long as there is no family balance many practices do not need t...

Created 5 Aug 03:09pm by Guest

Billing and Adjustments

0 Needs review
1 Vote

New Adjustment category

Add a third adjustment category that's specific to production only, for accounting purposes. When making this adjustment, it will show up on the daysheet as a different category, rather than a -,+

Created 10 Nov 09:45pm by Kendall Ybarra

Billing and Adjustments

0 Needs review
2 Vote

Add narrative automatically when billing specific code

Add narrative automatically when billing specific code, and when a claim is created.

Created 30 Jun 01:12pm by Guest

Billing and Adjustments

0 Needs review
1 Vote

Making payment agreements patient specific instead of family

Each person in the family can have a different treatment plan and plan to pay differently. With the payment agreement set as "family" Dentrix doesn't allow more than one agreement per family. The payment agreement feature is great for follow up bu...

Created 21 Oct 06:30pm by Guest

Billing and Adjustments

0 Needs review
1 Vote

Storing paid off payment agreement history

Once a payment agreement is paid off , I think it would be useful if Dentrix stored the history of the paid off payment agreement. This would help if patient's come back to the office and dispute/argue their prior payments or why they paid a certa...

Created 21 Oct 01:25pm by Guest

Billing and Adjustments

0 Needs review