Dentrix Ideas

1 Vote

Payment plan amendments

Payment plans can only be set up once charges are entered. Occasionally a patient would like to start pre-paying for treatment. In other cases, benefits are paid for a lesser amount and rather than close the initial plan, we would like to adjust t...

Created 31 Mar 16:34 by Guest

Billing and Adjustments

0 Needs review
27 Vote

When posting payment or checkout patient option to email receipt as well as printing.

Most patients want an email receipt vs a printed receipt for visits and payments.

Created 13 Mar 20:44 by Guest

Billing and Adjustments

4 Needs review
1 Vote

One the tool bar change the saved credit card green or red if there is a credit card save.

No description provided

Created 27 Mar 20:22 by Guest

Billing and Adjustments

0 Needs review
1 Vote

AR report

Allow the report to exclude any opening claims with the insurance.

Created 26 Mar 19:42 by Guest

Billing and Adjustments

0 Needs review
3 Vote

Add a down payment field to the payment agreement form.

Field is helpful as it will deduct from the total agreed amount and it can coincide with the agreement date.

Created 23 Jan 15:16 by Guest

Billing and Adjustments

0 Needs review
1 Vote

Allow office to reorder adjustment types based on preference, not alphabetical order. Alphabetical is archaic.

No description provided

Created 25 Mar 13:27 by Guest

Billing and Adjustments

0 Needs review
3 Vote

Adding Patients Payments to Show Transaction Links

I wanted to suggest a helpful tool that would allow us to link patient payments to specific visits and treatment codes. Currently, this option is available for insurance payments and adjustments, but not for patient payments. Having this feature w...

Created 16 Dec 20:35 by Guest

Billing and Adjustments

1 Needs review
2 Vote

INSURANCE PAYMENTS SHOW CHRONOLOGICALLY ON DEPOSIT SLIP

Report insurance payments chronologically on the deposit slip in order to make it easier when balancing.

Created 21 Jan 17:08 by Guest

Billing and Adjustments

0 Needs review
5 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