Dentrix Ideas

5 Vote

Adjust provider payment allocation after month end closes

Sometimes the month closes out automatically on the weekend and if a patient made a payment after hours before the month closes out. Sometimes the payment doesn't get allocated properly and we have to make adjustments, but once the month is closed...

Created 21 Oct 17:13 by Guest

Billing and Adjustments

1
5 Vote

Attach Insurance Credit Card Payment to Power Pay

Integrate the insurance claim to Power Pay so that the insurance claim is cleared out when the insurance virtual credit is entered Power pay. At this time we have to run the payment through Power Pay first and then go back and close the insurance ...

Created 01 Oct 16:52 by Guest

Billing and Adjustments

0
3 Vote

Remove "Please Pay This Amount" on emailed statements

We just had QuickBill installed to our program so that we could now email statements to patients. The mailed home statements look perfect, but the emailed ones have a "Please Pay This Amount" that shows a balance that is not correct due to the fac...

Created 18 May 22:34 by Guest

Billing and Adjustments

1 Needs review
2 Vote

Automatically Allocating Balances

Instead of manually allocating debit and credit adjustments for a family ledger, Dentrix should be able to run a utility report to allocate automatically all ledgers that are unbalanced.

Created 15 Mar 19:00 by Guest

Billing and Adjustments

1 Needs review
3 Vote

Accounts with Payment Arrangments

Allow account feature to be added to no statement, no financial charges and no 90 day account past due. These accounts are showing up in our aging report and make our % of overdue accounts especially 90 plus days inaccurate.

Created 21 Apr 15:09 by Guest

Billing and Adjustments

0 Needs review
2 Vote

calculated transaction fee

We'd like to charge a 3% fee for credit card transactions. It would be nice if Dentrix had a feature that would add a calculated fee like the one that does a discount for clergy or cash.

Created 09 Mar 17:03 by Guest

Billing and Adjustments

1 Needs review
6 Vote

Adjustments and refunds

We would like the refunds and adjustments to show on the day end deposit slip. Very frustrating that is does not populate.

Created 15 Aug 17:25 by Guest

Billing and Adjustments

0 Future consideration
3 Vote

Select patient by address

It would be nice to select/find a patient by address. I have received some checks that have no identifying info except for an address.

Created 15 Mar 22:17 by Guest

Billing and Adjustments

0 Needs review
3 Vote

Finance Charge Option: option to skip if last charge was within the last 30 days

For those of us who send statements weekly, the Finance Charge report is a mess and takes extra time to audit and remove. For example: I sent statements on 2/25/2022 with a due date of 3/17/2022. Finance charges are set to automatically place on t...

Created 10 Mar 16:56 by Heidi Ball-Kilbourne

Billing and Adjustments

0 Needs review
2 Vote

Billing statement with patients name, not the guarantor

Whenever I send out billing statements I always get phone calls with complaints that it was sent to the guarantor even though it is the balance of a different patient in that family. It would be helpful to have just the patients name on the statem...

Created 15 Dec 18:32 by Guest

Billing and Adjustments

1 Needs review