Dentrix Ideas

4 Vote

Option to Print Consolidated Payment Receipts via Ledgers

It would be great / more efficient if there was a quick / easy option to print a consolidated payment receipt directly from the ledger - i.e. to reflect the total amount paid within a specific date range for income tax purposes &/or when patie...

Created 23 Oct 20:06 by Sharman Lewis

Ledger

Needs review
4 Vote

Change back recent change on signature manager

Before the 24.18 they made a change on the default date setting when you write a note from the signature manager. It used to default set the date you were on in the signature manager when you went to write a note. The change made it so now it puts...

Created 23 Oct 17:42 by Guest

Clinical Notes

Needs review
14 Vote

If Primary Insurance Pays in Full, Don't Give Option to Create Secondary Insurance Claim

I ran the "Secondary Insurance Claims Not Created" report, and every single one of the entries was for a claim that was paid in full by the primary insurance plan. They just happened to have secondary insurance, which did not need to be used. Dent...

Created 30 Mar 14:44 by Guest

Claims

Future consideration
5 Vote

Would like the option to "hide" accounts/claims by right clicking in "claims manager" after reviewing and following up on the claim. This would mirror how the collections manager currently works.

No description provided

Created 09 May 15:02 by Guest

Claims Manager

Needs review
3 Vote

Ability to print Batch Processor

Would be helpful to print the Batch Processor to easily review claims that still need to be paid or pre-d's yet to be received.

Created 07 Apr 20:39 by Jacquie R

Office Manager

Needs review
4 Vote

new patient sync

Allow a search to sync new forms to patients instead of requiring exact info. if a patient is returning to practice and reactivating or there was a typo on the data entry, allowing us to manually select and then update/sync the info would be bette...

Created 22 Oct 19:14 by Evolve Family

Patient Forms

Needs review
5 Vote

Allow PDF uploads to claim attachments

Most of our forms are scanned in PDF which is not recognized by Dentrix. It would be more efficient to access PDF forms while submitting claims rather than trying to screenshot documents.

Created 08 May 15:33 by Guest

Claims

Needs review
13 Vote

When yearly max does not apply to Preventive/Diagnostic

It will be helpful to have a way that we can set up yearly max does not apply to example: prev/diagnostic.

Created 09 Sep 15:40 by Guest

Insurance
6 Vote

Categorize in Family File

In the family file/more information the patients should be color coded according to active, inactive, and non-patient status, so it would be easier to schedule for the appropriate patients.

Created 22 Nov 15:42 by Guest

Family File

Needs review
9 Vote

Scanning EOB

It would be really helpful to have the option to scan the EOB at the end of entering an insurance payment and it go into the patients document center, whether a single or bulk payment.

Created 06 Jul 15:39 by Guest

Insurance

Needs review