Dentrix Ideas

Practice Analysis by procedure date in the practice analysis module, not in the Office Manager

When running reports for my CPA, it would be best if the reports we turn in all matched. This can only happen when the choice for Procedure Date and Entry Date are an option. Dentrix has done a great job in giving users this option in most every report. However, The Practice Analysis that is generated from the Practice Analysis Module DOES NOT GIVE THIS OPTION. This is important for practices to have an accurate total of production that is produced in any given month. Should there be the need to make a correction to a claim that was created 3 months earlier, the claim is processed as a zero payment to the insurance. Then we send a statement to the patient, they call us back with a different insurance. At this point, we have to enter the new insurance and then re-create the claim. This then creates new procedures with the old date for the month I am currently in. I trust this is clear.

  • Guest
  • Mar 16 2022
  • Needs review
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