Dentrix Ideas

2 Vote

Report to show payments received in the first couple months of the year are from previous year or present year

This report would be helpful when there is a tax id change.

Created 5 Feb 05:50pm by Guest

Billing and Adjustments

0 Future consideration
2 Vote

Reallocations

Should not effect monthly production. You should put line item of reallocations to correct history but not make it look like production for this month on annalysis.

Created 5 Feb 05:44pm by Guest

Billing and Adjustments

0 Future consideration
2 Vote

Two different cards for auto payment plan

I have a patient who wants to use different cards on different days for her auto payment plan.

Created 5 Feb 05:43pm by Guest

Billing and Adjustments

0 Future consideration
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
2 Vote

Please change the way patients are archived.

I do not think making the payment apply to each patient when there is a guarantor is going to work. When parents/guarantors request info for taxes, etc. they do not want to see that their child paid the bill. Please change it back to way it was be...

Created 4 Oct 02:33pm by Stacey Naha

Billing and Adjustments

1 Future consideration
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
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
2 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 12:33am by Guest

Billing and Adjustments

1 Future consideration
2 Vote

Payment Types - Ability to Disable certain Payment Types for a Family File & to set Defaults for Payment Options

There should be a way to Disable certain Payment Types within each Family File - for example if a Family has had 3 returned Check Payments instead of creating a pop-up within the Family File stating we can no longer accept Check Payments for their...

Created 11 Sep 07:35pm by Michelle H. LJOPD Insurance Admin

Billing and Adjustments

0 Future consideration
1 Vote

Have an option for the Sales Tax - right now it defaults to ALL procedures for the day

Most dental procedures are not Taxable. With a busy office, procedures that are not taxable are often getting taxed. If I had to option to set the preference for Selected Procedures, this would be less likely to happen.

Created 12 Oct 04:31pm by Guest

Billing and Adjustments

0