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
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
23 Vote

Billing Statement to patient instead of guarantor

Guarantor isnt necessarily the one paying for the patient. So should be able to send bill to patient and not to the guarantor. Will also then show how much each familt member owes and not the whole.

Created 16 Sep 18:03 by Guest

Billing and Adjustments

0 Future consideration
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
7 Vote

Patient Refund or Voided payment show on deposit slip

I would like for a voided payment or patient refund to show on the daily deposit slip and not just as a debit adjustment on the day sheet.

Created 28 Mar 21:35 by Guest

Billing and Adjustments

0 Needs review
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
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

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
7 Vote

QR Codes on statements

I would like to add a QR code on the walk out statement which links our patients to our online bookings for next appointment if one is not made in office.

Created 16 Nov 14:54 by Guest

Billing and Adjustments

0 Needs review