Dentrix Ideas

Offer BYPASS option for adjusting balances when archiving

The requirement that all members have a zero balance is ridiculous.  When we're archiving patients, we do not CARE if individual members have balances, only that the family balance is ZERO.  You took a quick and easy process and made it extremely time-consuming and costly.  GIVE US A WAY TO OPT OUT of this software menace.

  • Guest
  • Aug 26 2019
  • Future consideration
  • Apr 3, 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.

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  • Melissa Ratliff commented
    12 Apr, 2022 04:08pm

    Yes!! I hate when I am trying to archive a patient or even family and there is no way to because some have credits and some have balances. And there is no way to go back and reassign the money because of course it is in the history so I have a bunch of families that we have not seen in over 10 years still just showing inactive because I am unable to archive them.

  • Guest commented
    27 Aug, 2019 01:25am

    YES!  Could not believe they made this change to the software--so unecessary and pointless.  When patients are archived, we're pretty much DONE-