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.

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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.

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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!

    164 votes
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      2 comments  ·  Appointment Book  ·  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.

      161 votes
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        6 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
      • pt status

        Under the status menu in the family file. I think there should be other options.
        examples:
        Inactive-Pt Moved
        Inactive-Insurance Change
        Inactive-Pt Unhappy/Switched Dentist
        Pt on Hold- Getting new Ins/Job
        This would make it easier for tracking.

        248 votes
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          11 comments  ·  Family File  ·  Flag idea as inappropriate…  ·  Admin →
        • changing the status of an appointment when rescheduled

          The appointment book should automatically change the status of the appointment to "none" when moved to the pinboard. This would prevent any mistakes from thinking an appointment is confirmed when in reality, someone just forgot to change the status when it was rescheduled.

          59 votes
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            3 comments  ·  Appointment Book  ·  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…

            110 votes
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              4 comments  ·  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.

              83 votes
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                4 comments  ·  Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
              • 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.

                154 votes
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                  0 comments  ·  Insurance  ·  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

                  173 votes
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                    3 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.

                  • 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.

                    29 votes
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                      0 comments  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
                    • Completing appointment without Clinical Note

                      We should NOT be able to "gray out" or complete the appointment on Appointment Book View if 1) insurance has not been batched for the day and 2) if No clinical note was signed.

                      100 votes
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                        8 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                      • Include batched claims that were never sent in the Insurance claims to process report

                        Include batched claims that were never sent in the Insurance claims to process report

                        89 votes
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                          6 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                        • Auto inactivate pts that have not been seen for several years.

                          Im finding it very time consuming to have to comb through pts on my count. care list that have not been seen at the office sense 2014. It would be very useful to be able to auto inactivate pts we know are not returning to out office instead of manually inactivating each patient. OR we should be able to print a cont care report with an option to enter dates of pts who have been here within a certain time period.

                          78 votes
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                            2 comments  ·  Continuing Care  ·  Flag idea as inappropriate…  ·  Admin →
                          • Insurance claims batched

                            be able to run a report to see insurance claims batched but have not been sent. so that you can re create them to send to the insurance company, instead of having to run the insurance aging report.

                            75 votes
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                              10 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                            • User that Posts Payments

                              I can't believe that you can not see what user posted a payment to a patients account...I would like to see that feature added!

                              44 votes
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                                2 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                              • Chart audit to be able to check what chart notes havent been signed

                                We would like to be able to run an audit report of what chart notes haven't been signed.

                                65 votes
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                                  1 comment  ·  Charting  ·  Flag idea as inappropriate…  ·  Admin →
                                • 24 votes
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                                    3 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                                  • insurance benefits

                                    Make it so we may tell the system whether to apply insurance payments for preventive/diagnostic services against the maximum or to not. Many plans do not consider those benefits to be part of the yearly maximum.

                                    38 votes
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                                      1 comment  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
                                    • The ASAP list needs another column at the end that has a place for comments as to what the desired time is for the requested appointmen time

                                      There is space at the end of the column to put comments on the asap list as to what the patients requested time or days would be preferred.
                                      The only way to know their request is to open the scheduled appointment and put comments on the bottom, which is way more time consuming.

                                      26 votes
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                                        1 comment  ·  Appointment Book  ·  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.

                                        17 votes
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                                          0 comments  ·  Treatment Manager  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Entering STAFF ID should be mandatory and the system should NOT just use who last made appt.

                                          At this time when using pinboard - the computer leaves the original ID in Staff ID. When changing or making new appt - this should go blank and always require the person making the appt add their ID. The history is an important feature but this is important. IE I don't make appt anymore yet my ID is still connected to the new appt made using the pinboard.

                                          207 votes
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                                            7 comments  ·  Appointment Book  ·  Flag idea as inappropriate…  ·  Admin →
                                            Trevor Terry responded

                                            Thank you for reaching out to me, I’ll ensure that our development team is aware of this request.

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