Dentrix Ideas

1 Vote

Attach material code to procedures

When changing code 99555 to 99121 please have it so we can attach it to procedures like implants (79932). Similar to crowns that split fees into dental/lab we need to split fees into dental/material automatically and not have to do it manually eve...

Created 10 Jan 17:39 by Kelly Unrau

Billing and Adjustments

0 Needs review
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
2 Vote

adding 2nd ins after primary ins claim sent and paid.

Please find a more productive way to bill secondary ins - when the 2ndary was entered after the primary ins claim was sent and paid. The solutions available now. The first one, make the ledger messy and very confusing for the patient recreating th...

Created 12 Nov 20:31 by Guest

Billing and Adjustments

0 Needs review
3 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
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
1 Vote

Add a report to show if a scheduled patient has not been billed

There should be a daily report where you can see if there are any patients who came in that do who do not have treatment code for that day

Created 23 Dec 14:48 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
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
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
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