Dentrix Ideas

Provider Credit Balances Manager

This module is important in a multi-doctor practice but it is very time consuming to use!

It would be great if we could add columns to this such as:

Next appt/Last payment date/Last payment type/Pending insurance claim/Lasst time balance was allocated/

I don't really understand what the difference colors of the triangles mean or the symbols on the triangles. Every time I think I have figured out I find an exception to what I thought. Even when I look through Dentrix documentation on it, it is still unclear.

  • Guest
  • Jun 2 2026
  • Needs review
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