Keep a history of the user who entered information and any changes for transactions and changes made to other files. The audit trail should record more changes and the user who initially entered certain records. [4218 5696]

Add options to customize the walkout statements. Options to exclude insurance estimates, print with estimate of balance due for next appointment, hide fees and print total at bottom, print out alternate codes. Sort options for procedures. Include only selected procedures for the dy. Would like to add the collections policy. Ability to remove the doctor's information. Option to change text color.

Allow the user to specify for each adjustment type whether it should be included with Production totals or with Collections totals for practice analysis and reporting (for example the Production Summary and Payment Summary reports). Users have asked for adjustments on the Deposit Slip to accomplish this. This is done in some vital areas, but needs to be done for all related to production and collections.

Allow office to create and customize reports. [293]

For the Procedure Code List and the Fee Schedule List, include the category sub-headings. The procedures that are not in a category should print under "None". Include options to generate the reports by selected categories and to exclude procedures in the "None" category.

For any place, particularly reports, where a range of providers can be selected, make
it possible to select several/multiple non-consecutive providers from a list. Should also be done for seleting procedure codes, payment types, billing types, etc.

For the Fee Schedule Report, add options for the following. Exclude procedures with zero fees; hide specific columns; sort by procedure code, category, highest fee to lowest fee, description, etc.; double space; select multiple fee schedules without using a range; exclude lab and material fees. [15572 753]

Provide a list of the prescriptions that are set up in the Office Manager. Have an option to include prescription notes on the list. Print list for ALL prescriptions entered in Dentrix. [2365]

Add an option to calculate and Include YTD totals and Previous Month totals (all totals that are options when the Day Sheet is by Entry Date) on the Day Sheet when by Procedure Date. [1092]

For the Practice Statistics Report, add options to generate by date range, provider range, and billing type range.

Allow users to customize the Font and Font Size for all forms and reports individually, to override the Report Fonts Setup in Office Manager for specific reports.

List new patients for a date range and include production for those patients for a date range. Have an option to break down production per provider, average production. Include the referral source for each patient. Include an option to show total payments for each patient. Have an option to generate the report for all patients with production within a date range and include % of production. [7862]

Provide a new report to print and/or preview all of the appointment day notes for a date range, so they canlook back over to see what ideas they had, things they missed, etc. Include option to print appointment notes for the appointments in the date range (by Provider). [3153 4708]

Provide a year-end statement of all patient totals, including total charged, number of procedures performed, total sent to insurance, total paid by insurance, total paid by
patient, etc. Could be useful for tax purposes. Option to generate for any date range. [4342]

Allow the Audit Trail to be run by single patient - it is too difficult to use the Audit Trail quickly.

Add the ability (or put the option for the Patient Note Report back) to print all Clinical Notes for a date range. [147272]

For the Deposit Slip, add options to sort chronologically, by provider, check number, ins carrier name, patient name, etc. [1464]

I have many patients wanting tooth number information on their statements. If there are multiple one surface fillings paitents dont know if they are being billed twice. I then have to print out ledgers for them.