Dentrix Ideas

Provider Report that shows patients only and no collection totals or adjustments

We would like for our providers to review the list of patients that they have seen, with out the collection or adjustment totals present. I has come to our attention that services are set complete and added to the ledger, but treatment may have been missed, or set complete incorrectly. 

  • Guest
  • Jan 3 2020
  • Future consideration
  • Mar 5, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

    For clarification, any additional information you can provide on the request is appreciated.

  • Attach files
  • Guest commented
    5 Mar, 2020 08:58pm

    As we grow and add associates, we want them to review the treatment that they completed prior to leaving for the day, to ensure accuracy of what was posted (some providers complete patient notes after the patient is dismissed or prior to leaving for the day). We would like all payments and adjustments completed under their provider number hidden, as this is not relevant to the end of day task, makes the report longer and is distracting for the Provider to review.

    I understand this report is available with other Practice Management Software. If you have additional questions regarding my request/idea, please feel free to reach out to me at 412.281.9411 or via email at

    Thank you for your consideration.

    Best Regards,