Dentrix Ideas

This would be so helpful! and allow for a cleaner ledger when trying to see why there are balances or credits on the account. Exactly how they have it for the claims/insurance payments. But for patient payments!!

You are able to do this in Open Dental. You can attach payment amounts to specific charges as well as credits/adjustments as well as attach to the provider who rendered treatment. Would be nice to see this in Dentrix.

or use open item accounting as in the dentech software

In our office, if the dentist wants to discount a procedure, we will enter the charge at our normal fee and also enter an adjustment. If we bill insurance for a discounted procedure, we have to 1. adjust the fee (regular fee - discount), 2. send the claim, 3. delete the claim, 4. correct the fee, 5. recreate the claim, and 6. enter notes of explanation in the claim and the adjustment. This would be SOOOO much simpler and more accurate if we could 1. attach the adjustment to the procedure, and 2. opt to print the claim with either our full fee (depending on the type of adjustment), or the net amount.

please, this would help with allocating among providers as well. Just make any payment go with a specific charge, and if it results in a credit then assign it to a specific account/provider. Also allow to auto allocate across all patients.

I would love to see this feature added! Especially when entering a pre-treatment estimate once it's received from insurance.

I think we have the same idea. Please look at my post currently ranked 8th. I would love to have this added to Dentrix. Please see my post: Office fee - Insurance allowable = write off and ability to estimate patient's portion.

In the Adjustment Notes area I enter in the date of service to reference the claim. In the ledger just click on the Insurance Adjustment and then you can see what the DOS is, you can also write in the procedue if more than one was done.

Dentrix G4 Productivity Pack 8 introduced the ability to "link" an adjustment to an insurance claim. Within the claim, after making a payment, return to the "Enter Payment" menu, and you will now find the option of Enter Adjustment. Adjustments entered in this way will be linked to the claim and procedures within the claim by highlighting any of them on the Ledger and choosing View | Show Transaction Links.

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I think this might be similar to what I want. I would like to see us be able to split the write-off like we split a payment between providers. (ie Dr exam and hygiene prophy)

Add line item accounting!

From an idea merged into this one. Offices would also like the ability to run a report for payments that were made to procedures within the date range of the report, for example, i want to see all payments made for procedures done in April.

You can accomplish this by organizing the treatments into Visits. Within visit 1, it will still take the most expensive procedure, with the idea being that you will complete and bill all of those "Visit 1" procedures together, and ins will take the deductible from the most expensive of that visit.

Thanks Terry. I have been in touch with Valeri at support on 2 occassions. She confirmed with me yesterday that there is currently no way to automatically rebalance/reallocate providers on both the Production and Collections side. I was advised to post my enhancement suggestion here. I have also forwarded the suggestion to the head of Dentrix Canada. Cheers.

Hi Terry, Yes our adjustment types have been assigned already. This is how we are using the software as an Accounting General Ledger. We have a number of + and - adjustments that are clearly defined in Practice Definitions. The adjustments that are Production related have been assigned as Production Adjustments and include some + and - adjustments. The adjustments that are Collection related have been assigned as Collection Adjustments and also include some + and - adjustments. We are one of many practices that pay some providers on Production after adjustments. For practices such as ours we must accurately track providers' Production both before and after Adjustments AS WELL AS Collections both before and after Adjustments. In order to track this properly we must define and assign some + and - Adjustment Types to Production, and separate + and - Adjustment Types are defined and assigned to Collections. This is the only way to assign Adjustment Types and have Dentrix meet legislation for "Generally Accepted Accounting Principles". For Practices that have assigned + and - Adjustment Types to Production, as well as separate + and - Adjustment Types to Collections we have a problem: the ability in the Ledger to Reallocate Credit Balances will only allow reallocation of transactions between providers on the COLLECTIONS side. If, when in the Ledger Pre-payments Options Setup where one can select the Adjustment Type used for Allocation of Credit Balances, we choose the Production Adjustments and post the transaction, the signs (+ and -) of the resulting transactions are incorrect. The result is catastrophic in all of the Provider and Practice financial reporting, and could be catastrophic to our practice if we were to follow your advice from the knowledgebase. This is what I mean be using Dentrix as more of an accounting Generel Ledger: an Adjustment to Production is NOT the same as an Adjustment to Collections; the signs (+ or -) are opposite in these two cases. Interestingly, Dentrix was clearly setup and intended to be used in the way I am referencing. This is clearly seen in the Provider A/R Totals report. In this report on the Collections side any +Adj will make the TOTAL Collections smaller and a -Adj will make the TOTAL Collections larger. In other words, Collections are a - sign, and therefore a +Adj will reduce the Collections and -Adj will increase the Collections. Of course the opposite is true for the Production side of this report. Any +Adj to Production will make TOTAL Production larger and a -Adj will make the TOTAL Production smaller. This is how an accounting General Ledger functions. The ramifications of Dentrix in it's current state for practices such as ours is troubling. In the event that an account administrator posts a Production Adjustment to the incorrect provider, then there is no automated way to Reallocate the transaction. Therefore, Production Adjustments must be fastidiously posted to the correct providers or a very serious series of errors will become propagated within the Dentrix Reports. It would be much simpler if developers were to create a utility that could be initiated to ensure that Production adjustments are allocated correctly across providers, and that this utility could reallocate across providers where Production adjustments had been posted to the incorrect providers. Unfortunately the knowledge database you refer to does not address the enhancement request for practices that use the Dentrix Ledger and the Practice A/R Totals Reports to its, clearly intended, full ability. Regards and thank you for considering this in more detail.

We've recently upgraded to G6 - payments being posted to inactive providers (many years inactive). EX - 1 payment made on account for 2 kids/equal split-is broken up to 14 lines on the walkout receipt... including guarantors and inactive providers. The parent needed to submit receipt to her HSA and was denied. I spent a couple of hours trying to figure it out : { I understand why after speaking with Level 2 Dentrix support, but If I have a family with several children, check out will be a VERY long drawn out process if I take one payment & manually split for the kids. It will still post to to incorrect providers going back 15+ years. We use PowerPay exclusively for credit cards. This is probably WAY more information than you need & I probably have not made my concerns clear...my apologies. Colleen@seasidechildrensdentistry.net

Having a report that would specifically show over the counter collections based on the production for each month. Not the total collected but based on production.

We need a report for collections by procedure code.

currently can only show links for insurance payments and procedure codes,.. this should be extended so show links includes credit card, debit card and personal cheque payments