Dentrix Ideas

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 16:39 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 16:09 by Kavita Patel

Billing and Adjustments

1 Needs review
2 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 20:30 by Guest

Billing and Adjustments

0 Needs review
6 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 20:26 by Guest

Billing and Adjustments

1 Needs review
2 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 19:49 by Guest

Billing and Adjustments

0 Needs review
10 Vote

Automatically mark procedures charged out as $0 do not bill to insurance.

We often charge out procedures as $0 because we will take x-rays at no charge, re-do a filling at no charge, etc. and if there is any other treatment that day that needs to be sent to insurance and we forget to mark the $0 procedure as "do not bil...

Created 22 Mar 16:17 by Guest

Billing and Adjustments

0 Future consideration
1 Vote

Add the ability to read the ledger notes to people without granting them adjustment permissions.

There is no ability for people without adjustment rights to read the notes being left on the ledger. This inability to read notes renders them useless.

Created 14 Oct 20:29 by Guest

Billing and Adjustments

0 Needs review
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 14:37 by T. Schneider

Billing and Adjustments

0 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 20:10 by Guest

Billing and Adjustments

0 Needs review
24 Vote

Post an insurance credit card payment directly from the patient insurance claim instead of having to go to dentrix pay to process.

If you could post a virtual credit card payment to the insurance eob when a patient calls you can see right away what the payment was for and which claim it was for. It would make it alot easier for staff to inform the patient and you would be abl...

Created 11 Sep 22:05 by Guest

Billing and Adjustments

2 Future consideration