Dentrix Ideas

5 Vote

Separate family files with open claims

Allow for us to separate family files when there are "open claims" especially when each individual has their own insurance plan. It's not convenient to have to delete claims or pre-authorization's in order to separate their files. Claims should fo...

Created 12 Mar 18:06 by Grant Lo

Family File

0 Needs review
3 Vote

Allow the ability to customize statements/invoices with only SPECIFIC line items

Allow us to select ONLY those line items to include in a statement/invoice to send to the patient -For example, DOS was 9.30.24, Insurance payment and adjustments posted 11.4.24, Patient payment made 1.16.25... Right now there is no way to customi...

Created 12 Mar 19:32 by Guest

Ledger

0 Needs review
2,218 Vote

Add a third insurance (tertiary) for a patient.

Add the ability to set up a third (tertiary) insurance in the patient's Family File, and even a fourth (quaternary). This is increasingingly important because so many people are picking up Aflac's supplemental insurance. This is also needed for wh...

Created 09 Jul 04:37 by Guest

Insurance

192 In Development
1 Vote

Pinboard Appointment Book Default to Remove not Keep Scheduled

When moving an appointment to the pinboard, a notification from Appointment Book has two options where after moving, it keep them scheduled on Appointment (default) or remove them from Pinboard. Please change the default to fully remove like in pr...

Created 14 Mar 20:31 by Guest

Scheduling

0 Needs review
1 Vote

Cynthia Falter

please reinstate the capability for attachments that have attached to a primary claim so that they will automatically attach to secondary claims

Created 14 Mar 16:57 by Guest

Claims

0 Needs review
1 Vote

Ability to delete unscheduled appointments from patient chart

No description provided

Created 13 Mar 21:07 by Guest

Scheduling

0 Needs review
1 Vote

Report

All report needs a way to go to the end of the report with clicking next 300 times when it is a big report.

Created 13 Mar 18:50 by Guest

Reporting

1 Needs review
1 Vote

Dentrix Claims Manager

Some Claims that say they are batched have been printed. It is not picking up correct information on some Claims

Created 13 Mar 18:49 by Guest

Claims Manager

1 Needs review
1 Vote

Claims Manager - Printed Claims should not say "Batched"

Claims that have been Printed are listed as "Batched" in the Claims Manager. It therefore appears as if these claims have not been sent, but they have been printed and sent and should say "Printed"

Created 13 Mar 15:41 by Guest

Claims Manager

0 Needs review
2 Vote

Reports for insurance downgrades/denials

We have a lot of adult prophys that get downgraded to child prophys. I would like to be able to run a report so I can appeal prior claims that were written off prior to me starting at this office.

Created 12 Mar 15:12 by Guest

Claims

0 Needs review