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Separate the insurance portion from the patient portion on the ledger
It would make it a lot easier to know what a patient owes verses what the insurance owes on a running balance.
Created 19 Jan 22:51 by Guest
Ledger
0
Needs review
6
Vote
Connect and highlight same family members on days schedule
It would be very helpful to have all family members on that days schedule to connect and highlight so when making reminder calls you are aware of the whole family.
Created 19 Jan 22:42 by Guest
Scheduling
0
Needs review
5
Vote
Keep the "Select Patient" Button in the upper left hand corner ALWAYS
The "Select Patient" button keeps moving around in every view- Ledger, Chart, Family File. Please keep the buttons in the same order on every page, on every view!
Created 15 Mar 22:18 by Guest
Family File
1
Needs review
2
Vote
Edit payment agreement
It would be helpful to be able to edit/adjust a payment agreement instead of having to start over and redo the entire agreement. For example, if a patient had run out of HSA money for the year and want to defer their December payment and make a do...
Created 30 Aug 19:49 by Guest
Billing and Adjustments
0
Needs review
2
Vote
remove necessity of adding birthday when creating/adding a family member
Just wanted to comment that we don't like that the birthdate HAS to be entered when adding a new patient or new family member. Could this be reviewed please? Sometimes we may want to add a stepparent on for information's sake but they aren't a pat...
Created 30 Aug 18:58 by wendy southam
Family File
0
Needs review
2
Vote
Ability to merge medications in medication set-up
Sometimes patients or staff have typos when entering medications. When we are cleaning up our medications from time to time, and we correct this, we end up with a duplicate medication. At this point we have to delete (which would remove from patie...
Created 30 Aug 13:50 by Guest
Health History
0
Needs review
4
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
0
Needs review
15
Vote
Change insurance plans address in bulk instead of going into each plan individually
Guardian address has changed but there are multiple Guardian plans in the system. Would like to be able to change the address in bulk instead of going into each individual plan? Can this be an added feature?
Created 22 Aug 15:10 by Robert Palmer
Insurance Maintenance
1
Needs review
1
Vote
Ability to Sort Batch Manager
It would be very convenient to be able to sort the Batch Manager by Date, Description, or Status.
Created 25 Oct 22:09 by Guest
General
0
Needs review
1
Vote
Mobile view- Show events
Our doctors block out times for various events. These do not populate in the Mobile view. If the Dr. is accessing the day, they do not know if the time slot is actually available. unless they are in the office with the desktop. This diminishes the...
Created 25 Oct 14:58 by Guest
General
0
Needs review
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