Enhancement Requests

Do you have an idea for a new feature in Dentrix?

Welcome to MyVoice, the feedback site where you can enter, vote on, and view the status of requests from customers like you, to improve and enhance the Dentrix software.

We want to hear from you!

You may search for an idea using the field below, or enter your own idea if nobody else has made the same suggestion. To vote on an idea, simply click the “vote” button that is shown beneath the vote tally for each suggestion.

If you submit your own idea, please try to explain why this feature would help your office, so that other users (and our development team) can better understand why the feature is important to you.

If your idea is related to a legal requirement such as a new prescription or claim form (or changes to an existing form), please be sure to provide a link to a website that provides documentation regarding the changes, or attach the documentation to the idea directly (please do not attach any documents, screen shots, or other files that contain patient-specific, HIPAA-protected information).

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  1. Check for patient duplicates before adding new patient

    When you fill out the "Enter New Patient Information" fields and press "OK", it would be nice for Dentrix to check the fields with existing patient information in the database. If it finds a duplicate, or even 75-80% similar, it will ASK if we are sure we want to create that new patient, just in case the new patient is an existing patient's son that has the same name and address. This will prevent adding any duplicate patients and would make life A LOT easier. Thank you!

    401 votes
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      5 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
    • Medication List in Health History

      In the Health History, it is nice that you separated the Medical conditions and allergies, but we need an additional area for Medications.

      67 votes
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        2 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
      • be able to make changes to a closed claim

        You should be able to make changed to a closed claim. example: patient provided me with only 1 insurance. created the claim, sent it out, received payment, and entered the payment to the claim in which the claim is closed not. Now the patient realized that they have a secondary insurance. apparently since the claim is closed I cannot create another claim. It has to be deleted and recreated as well as the payment already imputed.

        123 votes
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          3 comments  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
        • flagging patients who are due for a medical history update

          We like to have an updated medical history for every patient every 2 years. Other than pulling every single chart to check for when the last update was done, it would be nice to have a place on dentrix to mark when they are due for a new med history update. The flag could come up on the patient chart just like when they are due for prophy or x-rays.

          261 votes
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            9 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
          • Updating Insurance plans

            It would nice to be able to change a billing address for an insurance in one place and have it automatically update that insurance address on all plans. (associated with that ins carrier). Instead of having to open the insurance maint. and pull all of the insurance plans with that insurance provider and change it on all of them individually.

            47 votes
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              0 comments  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
            • Texting

              There should be a way to text a patient directly from the appointment view rather than having to click 5 different things prior to being able to text them. You can use the phone directly from the appointment book view, texting with a right click would be a great feature

              71 votes
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                0 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
              • "Primary" phone number instead of "mobile" or "home"

                I would love to see an option to note a patients "primary" number and secondary number and then what it is - whether it be a mobile or home number. It then be nice to be able to have the PRIMARY number be an option on the schedule view. Some patients prefer to use a home number, while others prefer to use a mobile.

                51 votes
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                  1 comment  ·  Family File  ·  Flag idea as inappropriate…  ·  Admin →
                • Non-scheduled ASAP list

                  We need a way to keep track of those patients who don't want to make an appointment but want to be called ASAP for an opening on hygiene. Right now, all I have is a pad of paper on which I put names, phone numbers and if they want a specific day or time of day. Just seems like a printable list would make it so much easier to keep up with.

                  185 votes
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                    4 comments  ·  Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
                  • Make ipad signature possible!!

                    Very disappointed. We were sold the idea of going paperless by using ecentral questionnaires and still can not have a legal signature on our ipads when the patient completes the medical history update. Our office is very unhappy!! I can not believe that Dentrix would not have the appropriate legally required signature space available for our patient's to sign with in the software program developed for ipads accurately.

                    Could you please make the signature capability possible when using the ipad. That is our main form of all patient responses and medical and financial updates.

                    57 votes
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                      3 comments  ·  Questionnaires  ·  Flag idea as inappropriate…  ·  Admin →
                    • discounts in treatment plan

                      when treatment planning it'd be great if we could enter a discount to show the patients actual amount rather than writing it in... without changing any UCR fees to show the original amounts.

                      84 votes
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                        0 comments  ·  Treatment Manager  ·  Flag idea as inappropriate…  ·  Admin →
                      • Create the Option to Choose what Services are Deducted from the MAX Allowance.

                        Some Insurance Maximums are not reduced by Preventative or Diagnostic Care. Please allow us the options to check what categories get deducted from the Max Allowance.

                        44 votes
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                          2 comments  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
                        • 3 Insurance plans

                          Many federal employees have 3 insurance plans. 2 dental and 1 medical. The BC BS medical plan must be filed first before either of the 2 dental plans will pay. Dentrix only allows 2 plans to be entered which means the 3rd claim is done manually.

                          43 votes
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                            2 comments  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
                          • making a child, who is now an adult, there OWN head of household

                            So here I go again!!!! I have a child who is now an adult coming back to the practice. Mom and Dad still have open treatment plans and perhaps a balance on their account, which has absolutely NOTHING to do with the child. I cannot make this child, who is an ADULT now, their own HOH because of their parents issues. But Dentrix requires all balances be at zero and all treatment plans completed. So I either have to go in and write off (temporarily) any balances owing and remove ALL treatment plans(completed or not) so I can move this…

                            198 votes
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                              5 comments  ·  Family File  ·  Flag idea as inappropriate…  ·  Admin →
                            • Address changes for Insurance Companies

                              Need to be able to change address for Insurance companies with the same address all at once instead of 1 by1

                              21 votes
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                                1 comment  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
                              • Guardian insurance company has changed their address. I would like to change all Guardian insurance at once vs. doing each plan individually

                                Guardian insurance company has changed their corporate mailing address. I would like to change all Guardian insurance companies in our system vs. doing each plan individually

                                21 votes
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                                  1 comment  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
                                • 74 votes
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                                    3 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                                  • better billing statements for patients

                                    when printing a patient bill, it only goes back 1 month for payments that a patient has made. patients like to see all the payments made. we should not have to print multiple reports when sending out patient bills monthly. it should all be one slip of paper

                                    10 votes
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                                      0 comments  ·  Dentrix Does It!  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Birthdate in new appointment window

                                      its is very important to get birthdate for a pt when new appt is made, i am surprised that this is not advised before , nor the requirements team or testing team has pointed or its in the list. whatever that feature is very important

                                      237 votes
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                                        4 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                                        Trevor Terry responded

                                        Thanks for the information, I’ll re-open the idea and ensure it’s documented.

                                      • Add another insurance option for entering orthodontic benefits seperate from dental. Often there is a seperate lifetime benefit for ortho.

                                        Add a tab in the insurance information module to input ortho benefits. This would help with estimates and with tracking ortho vs. dental benefits.

                                        196 votes
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                                          0 comments  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Frequencies and Limitations

                                          It is very important for clinical and billing staff to have this information.

                                          Each drop box provides the option of # of months it is allowed, # of years it is allowed, or if it is allowed # of times per period (see example attached).

                                          13 votes
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                                            1 comment  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
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