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Day sheet report - needs to include if a claim was created.
Should include a column showing pt status of insurance. Such as N=no ins, C=claim created etc.
Created 12 Jun 17:36 by Guest
0
Needs review
1
Vote
Allow 'check-in' link via text/email days in advance
An office can gather and review new/existing patient forms and medical/dental history in advance rather than only the day of.
Created 12 Jun 13:57 by Guest
Patient Forms
0
Needs review
1
Vote
Signature Manager
Don't make the signature manager "missing" entries if there is a clinical note signed. Having it linked to the scheduled provider is not how all practices are set up.
Created 08 Jun 22:58 by Guest
Clinical
0
Needs review
1
Vote
Detailed Adjustment Summary Report with Patient Name & Insurance Company's
It would be nice to generate an Adjustment Summary Report with the patient name. Example: +Patient Refunds. A list of names with a date range showing how many refunds our office sent out in a year. A list of Insurance Company's showing the name of...
Created 08 Jun 19:12 by Guest
Reporting
0
Needs review
1
Vote
We should be able to enter a single credit card insurance payment without doing a bulk payment
We should have the ability to click on the claim from the ledger and post payment with a credit as we do with a check.
Created 06 Jun 19:10 by Megan P
Billing and Adjustments
0
Needs review
1
Vote
The ability to check what email an e statement was sent to.
We should be able to check from the submission history what email a statement was sent to for verification, not only the family file which may not be indicative of where the statement went.
Created 06 Jun 19:06 by Megan P
Statements
0
Needs review
1
Vote
allow customization of placement of treatment in treatment plan
So if working all items as "visit one" allowing certain treatments to be customized to placement as deemed by user and not Dentrix
Created 06 Jun 16:42 by Guest
Treatment Plan
0
Needs review
1
Vote
Check-in link for future appointments
Modify "Today's Follow Up Actions", so we can send "check-in link" by future appointment days.
Created 05 Jun 20:31 by Guest
Patient Forms
0
Needs review
1
Vote
Different Color for In House Savings plan purchase on Ledge
Need a different color for different entries on ledger to they are easily visable when scanning to see the purchase date
Created 05 Jun 20:18 by Guest
Ledger
0
Needs review
1
Vote
Select multiple appointments to be able to change the providers in bulk
Individually changing the providers for each appointment is tedious. There should be a feature to be able to select multiple appointments at a time to change the providers for the appointment in bulk.
Created 01 Jun 19:18 by Guest
Appointment Book
0
Needs review
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