Dentrix Ideas

60 Vote

Defaults for Tax/Discount button

At least, add an option to Save as Default for what is selected in the Enter Tax/Discount dialog box. Improve to set up taxes/discounts per patient, account, provider or billing type to automatically apply taxes and discounts by just clicking the ...

Created 09 Jul 04:56 by Guest

Ledger

6 Future consideration
7 Vote

May 2024 Update to Creating New Patient Appointments

The recent change to creating an appointment for new patients was not thought out thoroughly. It requires us to create a family file that takes longer that the old way of creating a new patient appointment. We don't need to add family files to the...

Created 20 May 17:42 by Guest

Scheduling

2 Needs review
8 Vote

Income Tax Statements

Looking for something much easier to print off a patients payments from a period of time to be used for income tax purposes. The one we use now shows everyone from the family and includes all the insurance payments as well. Other software has the ...

Created 16 Apr 15:10 by Guest

Ledger

2 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
15 Vote

Create a way to SEARCH for an EXISTING EVENT (not appointment)

Create a way to SEARCH for an EXISTING EVENT (not appointment). For example, there is important information in the Notes section of a past event that we need to refer back to (like a contact phone number, or name of a sales rep at that day's meeting)

Created 15 Aug 00:01 by Guest

Appointment Book

1 Needs review
6 Vote

add date of birth to new patients

No description provided

Created 13 Jun 18:36 by Guest

Scheduling

1 Needs review
9 Vote

color coded pop ups

we should be able to have the option of color-code pop ups to identify the reason for it. Like a different color for billing, one for insurance, misc pt notes, medical info, etc.

Created 27 Feb 20:27 by Guest

General

0 Needs review
2 Vote

when entering pre-d responses it should be the same as when entering a payment

the cursor should automatically default to the next item entered the same as when entering payments. This would reduce the amount of times you have to manually click on the next code fee

Created 31 Oct 13:14 by Guest

Treatment Plan

0 Needs review
3 Vote

Procedure buttons set should be locked for editing

I spent so much time making a new buttons set and it was accidentally deleted. The procedure buttons setup should be locked for editing so its not accidentally saved with changes made by someone else.

Created 25 Sep 20:13 by Dineen

Permissions

0 Needs review
1 Vote

Remove certain procedure codes from "signature manager"

It would be great to toggle off or remove certain procedure codes from the clinical notes manager/signature manager that show Missing or Signed notes. For example, we have made up codes we use to post in the ledger (i.e., Statement Sent or Toothbr...

Created 05 Dec 21:15 by Guest

Clinical Notes

0 Needs review