Dentrix Ideas

1 Vote

Quick Key for Adjustments

Add a quick key to enter an adjustment on a patients ledger. For example you can use F2 to search for a different patient. Why not use F3 to make an adjustment

Created 20 Apr 15:27 by Guest

Billing and Adjustments

0 Needs review
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 04 Oct 14:33 by Stacey Naha

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 19:35 by Michelle H. LJOPD Insurance Admin

Billing and Adjustments

0 Future consideration
1 Vote

Electronic Billing For Dental Practices That Are Fee For Service

Please Remove " Print agreement amount" from this site, as a default for the E-Statements on Quick Bills. as an office of Fee for service this doesn't work. After countless hours of setting this program up and hours on phone trying to correct this...

Created 30 Mar 17:25 by Guest

Billing and Adjustments

0 Needs review
1 Vote

Post Full Fee And Estimate PPO Fee

There needs to be a way to post the full fee to the patient's ledger while factoring the patient's co-insurance from the reduced PPO fee. If the patient's insurance changes, if they have dual insurance, or if the procedure isn't eligible for a PPO...

Created 28 Mar 17:14 by Guest

Billing and Adjustments

0 Needs review
2 Vote

Option to see past bills sent to patients

We should be able to see past bills sent to patients so we can help explain the patient's bill to them or for researching what was sent to the patient. Ledgers change all the time and being able to see what they see makes for a smoother conversation.

Created 21 Aug 13:08 by Guest

Billing and Adjustments

1 Future consideration
2 Vote

Two billers on same account

If a child in a family grows to become an adult (living on his/her own) but is still under the parent's insurance plan, there should be an option to have them billed separately without separating accounts. This way it shows the person has a whole ...

Created 19 Aug 14:11 by Laurel M.

Billing and Adjustments

0 Future consideration
1 Vote

We would like to suggest in the ledger being able to change the colors of sub types.

We are wanting to add a new color in our ledger under Credit Adjustments. We want to change the color of one of the subtypes, for instance; having the debit adjustments in a different color so it will be easier to identify when glancing at the led...

Created 24 Mar 20:06 by Guest

Billing and Adjustments

0 Needs review
1 Vote

credit transfers

A report showing who made credit transfers to accounts would be very useful.

Created 22 Mar 15:03 by Guest

Billing and Adjustments

0 Needs review
1 Vote

Apply Offset Adjustments when splitting family members

Prior to update, when you would split a family member it would automatically adjust balances to zero out accounts. Now it does not, and you have to manually go in and make adjustments to not have the family members have a credit.

Created 17 Mar 16:16 by Guest

Billing and Adjustments

0 Needs review