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. 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 →
    • invalidated procedures

      Make it so that a procedure that has been invalidated is more clearly marked in the ledger. Maybe something like having the option of invalidated procedures being a different color in the ledger.

      22 votes
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        0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
      • Ledger report

        I would like a report of either the patient's ledger or the family ledger which isolates a given time period and gives the totals for treatment and payments. If you can isolate and total private payments over ins payments that would be helpful also.

        42 votes
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          0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
        • Increase the font size in all applications

          Please allow the user to control the font size in each Dentrix application. The font size can be very difficult to read in the ledger and other places!

          49 votes
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            0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
          • Payment option to ask who we want the payments to be allocated to when entering in payments each time.

            Payment option to set up to allow it to default to asking which family member and DOS we want the payment to be allocated AND Splitting payments option to when entering in payments each time. Currently there doesn't seem to this option available and current options never seem to always apply and payments. We have to have someone manually go in each day and make sure proper splits are done to the right provider dds vs. hyg.

            4 votes
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              1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
            • Epic Interface - All charges attached to Encounter Requirement

              When interfaced with Epic, we need to attach all charges to an encounter. While this is fantastic when entering charges for today's date, there are times that providers need to document historical procedures. We are unable to do this with your current workflow. Please either create procedures that can be documented without being attached, or allow providers to choose when procedures should be attached to an encounter or not.
              Thank you!

              21 votes
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                2 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
              • Ledger Notes (Like a Clinical Note)

                I would love to be able to add a note on the ledger, like adding a procedure or a clinical note in the chart, so that it shows in the ledger in date order. And the ability to make it a different color so that it stands out would be nice. It could include information like finance agreements the patient agreed to, etc.

                4 votes
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                  0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                • changing what family member a payment is posted to

                  I use to be able to move payments made by the patients to different family members within the same family, even after the month was closed. (No changes to the payment other than moving a payment from one family member to another.) (I am NOT talking about insurance payments) It much easier to correct each family member back to zero balance. This was especially helpful when there was a divorce or death in family and you need to have a zero balance before you archive them or move them to a separate account. I would love this feature to be…

                  25 votes
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                    0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                  • There needs to be a report that can show misallocations so they can be corrected as far as possible

                    We have major misallocations in our system. We run will two providers that are not associates but separate entities. I have had numerous of your people look at it all the way up to the designer of the 7.1 that is in beta to see how to fix it. it can't, hoping 7.1 will do the job. I want a list of accounts that allocations are off.

                    1 vote
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                      0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                    • multipule payment plans

                      Need to be able to have more than one payment agreement at a time.

                      1 vote
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                        0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                      • Dentrix Pay

                        When taking a lump payment for multiple patients it can get tedious to take a full payment on one ledger and have to edit the amount then add a payment to another ledger as a different payment type than the credit card, then change it to credit card (because you add it as credit card you have to run a card). There should be a way to take payment and in the "split by..." area maybe an option other than just "split by family member" , but ALSO "Split by another patient" ?!? Or something to that extent. That would…

                        3 votes
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                          0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                        • improve the snipping tool by adding the office heading at the top of the page

                          When a patient needs a transaction listing for a past flex reimbursement, the snipping tool doesn't have any of the office heading at the top of the page that the patient needs. We always give the patient a walkout statement the day of the procedure, but sometimes they need it for the past. On our old system (Softdent) we could just do a transaction listing with the dates needed.

                          1 vote
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                            0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                          • A pop up for payments

                            Can there be a pop up alert to make sure that the payment is posted correctly. Like "Are you sure this patient is paying by "check" for Dr. Molar today?" This could alleviate some payments getting posted incorrectly.

                            1 vote
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                              0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                            • Please create an option to purge pre-authorization claims.

                              Please create an option to purge pre-authorization claims.

                              Or, the ability to create a pre-authorization aging report which excludes inactive or archived patients. Thanks!

                              9 votes
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                                1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                              • it would be very helpful to be able to print the ledger how it actually appears on dentrix, before you go into the options.

                                it would be very helpful to be able to print the ledger how it actually appears on dentrix, before you go into the options and click on a specific option to print a certain way. sometimes its very helpful to just have exactly how its shown to us. some patients like to know everything as well as for our records.. please take a look into this and consider because i wasn't the first person i spoke with regarding this.
                                thank you

                                1 vote
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                                  0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                                • Allow a way to track production by provider, but still keep a single pay to provider

                                  I post procedures using the various providers who perform those procedures in order to track production. However, this allows a lot of room for staff to make errors when posting payments to the wrong provider, which throws off allocations. It is also a lot more time consuming to have to do this. I wish there were a way to use one provider in order to make posting easier, but to use a secondary provider in the background to track production.

                                  1 vote
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                                    0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Requesting new feature on next update

                                    When printing walkout/doctor's statements would like the option to add print YTD fiancé charges, late charges, and payments. Many patients that have health spending accounts need to have the services rendered, code for service and the payment they made to get reimbursed. It is necessary to have these features all on one form. Now we are having to use family walkout and walkout/doctor's statement & cut and paste the two together.

                                    1 vote
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                                      0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                                    • There is no way to track denials. Other software I have used allows you to post a

                                      There is no way to track denials. Other software I have used allows you to post a $0 payment (denial) and then you can go ahead and work the denial and possibly get payment in the future and then post it to the claim. You then have a report-able history of any issues/reasons for denial and you can follow up accordingly. With dentrix, there is no way to track denials within the software.

                                      4 votes
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                                        0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Adjustments in family file

                                        It would be nice if there were a feature to allow you to transfer credits from one family member to another automatically as opposed to having to do it manually. The ledger balance reflects the combined debits and credits so hopefully this can be added to the software.

                                        4 votes
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                                          0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Break Down Patient Balance by Claim(Date of Service) in Ledger AND Statement

                                          Am very surprised that each claim doesn't have a column for the amount of the patient balance due. There should be a column for the claim total (Patient Responsibility), then one to the right of it for Total Patient Balance. This should print seamlessly to the Billing Statement. Sometimes a patient comes for a cleaning, then has work done. When a statement is sent, it should be VERY EASY to see each dos and the amount due - even if it is $0.00
                                          And a Comment Section next to each amount due from patient (Deductible, Not A Benefit, Alternative Benefit…

                                          3 votes
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                                            0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
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