It would be a great PLUS if when we are in the "unscheduled list", calling pt's who have cancelled previous appts, yet can't quite reschedule at that time (for one reason or another) if we could keep notes in the "notes" section of the appt in question. So, in future - when we are calling again - we can preview comments or notes pertinent to that patient or that appt!!

Allow more than seven letters for a fee schedule name, please.

Most insurance companies have longer names than seven characters.

Thanks.

be able to have the option to manually "link" procedures in the ledger.

Special Adjustments:
When they are posted, and you run a ledger report they show up at the top of the report as "Balance Forward". This is confusing for the special adjustment may have happened later in date of the first transaction posted. Can you place the special adjustment(s) into the ledger at the date they appear?

Please make active field in family file (nxt to preferred name) to list drug allergy.

Type in first few letters of last name, comma, then first name. Do not differentiate by capital letters such as McPherson. Be able to type "mcp"

I would like an option to automatically change a status on an appointment when correspondence is sent. Specifically I would like dentrix to automatically mark appointments that recall card has been sent as soon as it is printed in the letters.

In the ledger, it would be nice if you did not have to click "View", then select the patient - just to be able to click "Treatment". If I select the patient, I should not have to re-select the patient again to see the treatment plan.

Insurance benefits should not be posted to PA's. We do not take into consideration expected insurance benefits and when an insurance benefit is posted it now skews the payment due date.

The payment plans report needs to be interactive like the continuing care report. Also, we need to be able to have an option for viewing payment due on a specific date with out requireing a previous due date as this will not show new plans due with in the same time period.

Select Patient - would like exclude Inactive patients (archived patients are automatically excluded) from the search window.

Every time I sign my clinical note I have to click once to open the Sign Clinical Note Window and then click another time to open the ePad II window to digitally sign the clinical note. The Denxtix software should be smart enough to know an ePAd II is connected and open the signature window automatically without having to click twice. Repetitive f(x) need to be removed from the Dentrix software. This is a prime example.

Patients are always asking for a statement/ledger report that shows their activity for the year for tax purposes. It would be wonderful if an extra box (filter) could be added to the "Patient Ledger Report" window from both Office Manager-Reports-Ledger-Patient's Ledger Report" and "Ledger-Print-Patient Ledger" that would give us the option to put in an "Ending or Last Transaction Date" also. This way we could pull a report for the time period they request and not any more, especially if they need to go back a couple of years.

Allow us to split a secondary claim. Sometimes insurance will pay part of a secondary claim, and want us to resubmit only one of the procedures with more information. In Dentrix, once you've marked the procedure as paid on the secondary claim, you can't resubmit the other procedures. This would be made easier if you could split the secondary claim the same way you can split the primary claim.

When sending Non-Assigned Claims please give option to "Resolve Now" rather than having to select claim in ledger and post 0.00 paid. These non-assigned claims show up on outstanding claims report if you forget to go in and resolved them manually.