Dentrix Ideas

4 Vote

More options needed when printing an insurance aging report

My aging report generates fine as long as I generate a complete report. When I try to generate it for one ins company it does not generate it all for that one ins company. Ex: I want to print every claim for Metlife that is on the report. I select...

Created 09 Sep 20:37 by Unknown Unknown

Office Manager

0 Needs review
15 Vote

to be able to print a start date and end date for patient ledger rather than inputting a specific date and everything proceeding printing as well

No description provided

Created 28 Nov 21:16 by Guest

Ledger

1 Needs review
12 Vote

automatic post "sent Statement" in Ledger once it is printed or e-billed

No description provided

Created 13 Feb 20:17 by Guest

Statements

0 Needs review
2 Vote

Let us customize the font for the Treatment Plan.

We need to have an option to customize the font for the Treatment plan that we print and give to our patients especially the senior citizens cause the font is so tiny and hard to read. The total price for the treatment plan is worst cause it's sma...

Created 29 Oct 18:35 by Fred Perez

Treatment Plan

1 Needs review
7 Vote

Allow for mass patient deactivation

Would like to be able to deactivate any patient with no balance owed whose last visit was more than 36 months ago

Created 18 Jun 18:16 by Guest

General

0 Needs review
2 Vote

Making a patient's insurance "inactive" instead of deleting it all together

We have a patient that had primary and secondary insurance (thru her husband), now only had his insurance as her primary. I checked w/ your team and found out her old ins needs to be deleted and make his primary. "Softdent" lets you make hers "ina...

Created 28 Oct 20:30 by Guest

Insurance

0 Needs review
2 Vote

Be able to check find and schedule an archived patient while on the appointment book

It would be so much easier while on the appointment book rather than go to the Family file, un-archive the patient and then go back to the schedule to make an appointment

Created 28 Oct 18:59 by Guest

Scheduling

0 Needs review
3 Vote

Add "after the fact" note button to a closed month procedure so at any date you can make note of a tooth # change

A tooth number was incorrectly put into a limited exam 1/18/24. We close our months out so I can't correct it. BUT!!! There needs to be a place to put a MEMO with the existing code/date/procedure with a ! or something to show a note has been added...

Created 01 Oct 17:41 by Guest

Ledger

0 Needs review
1 Vote

EXPORT DAYSHEET TO EXCEL

No description provided

Created 23 Nov 12:21 by Niles Nicolo

Reporting

0 Needs review
3 Vote

Signature manager- missing note- New note date should be the missing date

When you're in the signature manager and it says missing note. When you press the button to "Edit Note", the new note that opens should be automatically set to the missing note date. It used to be and now it is not and now I've signed a bunch of n...

Created 30 Sep 13:25 by Guest

Clinical Notes

0 Needs review