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Conversation Recordings
When we have questions about what we said to a patient it is very important to have the ability to go back and listen to those calls for verification. Irma
Created 12 Jun 09:51pm by Guest
0
Needs review
1
Vote
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 05:36pm 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 01:57pm 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 8 Jun 10:58pm 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 8 Jun 07:12pm by Guest
Reporting
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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 6 Jun 07:10pm 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 6 Jun 07:06pm 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 6 Jun 04:42pm by Guest
Treatment Plan
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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 5 Jun 08:31pm 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 5 Jun 08:18pm by Guest
Ledger
0
Needs review
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