Dentrix Ideas

Add additional filtes for the ledger page

When auditing an account, the filter to show linked transactions is great. I would be awesometo have additional filters to view only adjustments, only pmts, only charges and also only invalidated items.

Created 16 Oct 21:14 by Jerri Haack

Ledger

0 Needs review

1 Vote

Adjust Formula for Treatment Planner

Our office is a fee for service practice. When calculating the total the patient will owe, the patient portion is calculated as "Allowed Amount - Fee". Unfortunately, Dentrix now calculates the patient portion as "Allowed Amount - Primary Estimate...

Created 16 Oct 21:07 by Guest

Treatment Plan

0 Needs review

1 Vote

Statements- Now on bottom is prior balance, current charges new balance , Should also add outstanding ins. and amount due of at least the prior balance.

Patients get confused with these billing statements, there is not an amount due clearly on the statement. Definitely need this to eliminate many phone calls and confusion.

Created 16 Oct 14:35 by Guest

Statements

0 Needs review

1 Vote

DETAILED REPORT TO SHOW PATIENT NAME & $ AMOUNT ADDED TO SCHEDULE FOR SPECIFIC DATE RANGE

Create a report to substantiate the Treatment Accepted $ amount on the morning huddle report. The report should include patient name added to the schedule, provider the appt is with, and dollar amount added to the schedule. It would be great to al...

Created 16 Oct 12:31 by Valerie

General

0 Needs review

13 Vote

Changing Default options for Payment Screen

In the payment screen it always defaults to "check" as payment option. It would be nice to be able to change this default as needed. Especially in this day in age, there are a lot more payments coming in by way of Credit Card, not check. It would ...

Created 03 Aug 17:51 by Guest

Ledger

4 Needs review

4 Vote

Would like a marked watch area to automatically change when treatment is put in for the same watch area.

No description provided

Created 28 Mar 19:32 by Marcy w/ Dental Associates

Charting

0 Needs review

Dentrix Ideas

Filter by status

Filter by category

Add additional filtes for the ledger page

Adjust Formula for Treatment Planner

Statements- Now on bottom is prior balance, current charges new balance , Should also add outstanding ins. and amount due of at least the prior balance.

Remove the numbers from the insurance company list

Add onto ledger , dates statements sent for easy view

Appointment Icons - Change location

Advance to particular page in a long report

DETAILED REPORT TO SHOW PATIENT NAME & $ AMOUNT ADDED TO SCHEDULE FOR SPECIFIC DATE RANGE

Changing Default options for Payment Screen

Would like a marked watch area to automatically change when treatment is put in for the same watch area.

Filter by status

Filter by category

Identify yourself with your email address

Add additional filtes for the ledger page

Adjust Formula for Treatment Planner

Statements- Now on bottom is prior balance, current charges new balance , Should also add outstanding ins. and amount due of at least the prior balance.

Remove the numbers from the insurance company list

Add onto ledger , dates statements sent for easy view

Appointment Icons - Change location

Advance to particular page in a long report

DETAILED REPORT TO SHOW PATIENT NAME & $ AMOUNT ADDED TO SCHEDULE FOR SPECIFIC DATE RANGE

Changing Default options for Payment Screen

Would like a marked watch area to automatically change when treatment is put in for the same watch area.