Dentrix Ideas

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
1 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
1 Vote

I would the ability to enter last 4 digits of credit card # when entering patient credit card payment without having to use dentrix pay.

The patient and office would benefit when needing to refer back to source of payment.

Created 03 Sep 18:43 by Guest

Billing and Adjustments

1 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
9 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
2 Vote

Dentrix Pay processing cc when entering virtual credit card payment from insurance claim payment screen

In order to process an virtual insurance credit card payment, multiple steps are required and entries to the ledger are confusing to patients. When entering a virtual credit card payment when posting to the enter insurance payment for a claim the ...

Created 03 Jun 21:37 by Joseph Battaglia

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
4 Vote

Import Online Payments Doesn't Import all payments

It would be nice if the Dentrix actually matched/posted the payments that World Pay is taking on their behalf. We just started using QuickBill Premium approx 2 weeks ago so that our patients would have a way to pay their bill via a link on their s...

Created 11 Dec 19:28 by Amy

Billing and Adjustments

2 Needs review
3 Vote

Texting Payment Request

Texting Payment Requests We recently started utilizing the "text payment request" for statements and we have had a handful of patients upset thinking this is a scam because it does not include any of our office information. It would be great if De...

Created 01 Mar 17:47 by Guest

Billing and Adjustments

0 Needs review