Hello Dentrix Team and Community,
I hope this message finds you well. I am writing to propose a crucial enhancement for the Dentrix system that will significantly improve our financial management capabilities. Your support and votes are essential to bring this change to life!
Currently, there is no way to track specific actions taken in the ledger regarding payments, adjustments, and refunds. While we can follow who creates and moves a patient, it is imperative that we have similar tracking capabilities for financial transactions. Revenue in and out is the cornerstone of our business operations, and the ability to trace every ID associated with these transactions is vital for accountability and accuracy.
Key Points of the Suggestion:
Track Payments: Ensure that every payment made is logged with the ID of the user who processed it.
Adjustments: Record every adjustment made in the ledger with the responsible user’s ID.
Refunds: Document every refund transaction, including the user ID of the person who issued the refund.
Implementing this feature will enhance transparency, accountability, and security within our financial operations. It will also provide us with a more robust audit trail, which is essential for maintaining the integrity of our revenue management.
Call to Action: If you believe this feature would benefit our community, please vote for this suggestion. Your support is crucial to help us achieve a more efficient and secure system.
Thank you for considering this important feature. Let’s work together to make Dentrix even better!
Best regards,
Jennifer Mires
Guest
