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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  1. Attach Insurance Maximums, Age and Frequency Limitations to Coverage Table Categories or Individual Procedures.

    Need to be able to attach insurance maximums/limitations to individual procedure codes and/or categories (could be done with coverage tables). Both monetary maximums and a maximum number of times the code will be covered each year, as in the case of prophies, bitewings, etc. Also age limtes. Should tie into the Continuing Care system so a warning message comes up if an appointment is scheduled before insurance will pay for it, and a patient will be flagged when their insurance will once more pay for a procedure. Also needed in the case of crowns and other procedures that will not…

    3,368 votes
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    in development  ·  234 comments  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add a third insurance (tertiary) for a patient.

    Add the ability to set up a third (tertiary) insurance in the patient's Family File, and even a fourth (quaternary). This is increasingingly important because so many people are picking up Aflac's supplemental insurance. This is also needed for when a child's parents are divorced and have remarried, and both parents and/or step parents have insurance coverage for the children.

    3,280 votes
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    126 comments  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
  3. When scheduling recall appointment, warn user if patient is already booked for a prophy/perio maint

    When scheduling recall patients, a warning should come up if patient already has a prophy or perio maintenance scheduled to avoid duplicate recall appointments for a patient.

    2,700 votes
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    57 comments  ·  Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  4. Make it easier to change the insurance plan to bill and resubmit a claim to the corrected insurance plan.

    Allow users to edit an insurance claim in history. Make it easier to change the insurance plan to bill and resubmit a claim to the corrected insurance plan.

    2,674 votes
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    planning  ·  58 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
  5. Option to calculate/show discounts and write-offs on Treatment Plan

    Add a column to the Treatment Planner that calculates and shows discounts or write-offs. Show credit adjustments as part of the treatment plan (cash discounts). Wants to be able to see adjustments as part of the treatment plan financing without adding the adjustments to the patients account until the treatment plan is completed--should have option to post automatically when the treatment plan is completed. Add options for the Treatment Planner to calculate discounts and taxes (similar to the Ledger, Enter Tax / Discount option). For calculating, there could be options for "Selected Procedures" for "Selected Case" or "Selected Visit". There…

    2,464 votes
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    100 comments  ·  Treatment Planning  ·  Flag idea as inappropriate…  ·  Admin →
  6. Task list reminders

    Would like to be able to schedule reminders that display. For calls to be made, letters and reports to be printed, and various tasks, and the ability to check them off as they are done (could be added to Office Journal). Specify which provider or staff the alert is for. Also need call reminders in the appointment book. Should have an option to attach a "beep" or "chime" to the reminders to catch their attention. When the reminder pops up, should have options to cancel, remind again in five minutes, remind again in one hour, remind again in one day…

    2,454 votes
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    82 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  7. Track sick leave, PTO, vacation, and holidays

    Add options for the Time Clock to track sick leave, PTO, vacation, and holidays. Set up columns for regular hours and additional columns for each sick, vacation and holiday. Show vacation time as a different color. Options to auto pay holidays, also add an option for a "Per Diem" type, to pay a specific amount per day.

    1,793 votes
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    58 comments  ·  Time Clock  ·  Flag idea as inappropriate…  ·  Admin →
  8. Attach providers to procedures during appointment creation.

    Would like the ability to attach a provider to each procedure when the appointment is created

    1,670 votes
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    74 comments  ·  Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
    researching  ·  Trevor Terry responded

    In order to have multiple providers for an appointment, we are taking a two-phase approach. The first phase, which is currently in beta, is that users will be able to select different providers for each procedure upon appointment completion. This allows the office to indicate what actually happened during the appointment, thus removing the need to go to the ledger and manually change the provider for each procedure after the appointment is completed.

    The second phase is to allow the user to set providers for each procedure when an appointment is created. Currently, we are not actively working on this phase, and do not have a timeframe for its release, but we will continue to monitor feedback.

    In line with this, we are changing the wording of this request to be closer to the second-phase of the feature, in order to allow offices to share feedback.

  9. Send forms through fax or email

    Would like to be able to send billing statements, walkout statements, day sheets, appointment reminders, treatment plans, tooth chart, perio chart, insurance claims, prescriptions and any other necessary forms via e-mail. [5546]

    1,612 votes
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    83 comments  ·  Correspondence  ·  Flag idea as inappropriate…  ·  Admin →
  10. New Patient appointment include more fields

    When creating an appointment for a new patient, add the following fields: work phone, cell phone, preferred name, occupation, drivers license number, age/birthdate, referral source, insurance, emergency contact, special needs, medical alerts, drug allergies, note field, email address, etc. Would also like to be able to choose billing type and Fee Schedule. Would also like any of these fields not already in the family file to be added.

    1,562 votes
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    93 comments  ·  Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
    Chad Parker responded

    Thank you for the request. We added mobile phone and email to the New Patient Appointment information dialog in G6.

  11. More phone numbers and flag preferred contact method

    Allow for more phone numbers, with a flag to indicate which is the preferred phone number, or the order of the phone numbers to be used when contacting the patient. Use preferred phone number for Appointment Book, Reports, etc. Add more phone number fields with the ability to label each one (e.g. "Cell," "Emergency," "Caretaker," "Pager," etc.). [963 2702 4229]

    1,525 votes
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    74 comments  ·  Family File  ·  Flag idea as inappropriate…  ·  Admin →
    Trevor Terry responded

    Your Enhancement Request has been recieved, thank you.

  12. Assign default provider for procedure codes and multi codes

    Add the ability to attach specific procedure codes to certain providers for the default provider to use when a procedure code is posted. The user should be able to set up a procedure or multi-code to post for the patient's Prov1 (primary provider in the Family File), the patient's Prov2 (secondary provider in the Family File), or to a specific provider. This would provide the user with more options for posting procedures besides defaulting to the patient's Prov1 or to the provider selected in the Chart. This should include the ability to set up a multi-code for some procedures to…

    1,507 votes
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    54 comments  ·  Charting  ·  Flag idea as inappropriate…  ·  Admin →
    researching  ·  Chad Parker responded

    Thanks for the request! We are looking into this feature and researching what it would take to accomplishment. Good feedback here. Thanks everyone!

  13. Clinical Notes Font Size, Styles, Colors

    It would be very helpful if the clinical notes could allow certain text to be bold, italics, and/or a larger font and allow attachments. We are constantly duplicating information from clinical notes into Patient Alerts so that it is more apparent in the future. We also use lots of CAPITALS and ****** to bring attention to information in clinical notes. A simple rich text editor in there would be a really helpful addition.

    1,382 votes
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    129 comments  ·  Charting  ·  Flag idea as inappropriate…  ·  Admin →
  14. More note text for billing statements

    Increase the character number limit for the billing statement note text (for all billing statements and for individual account billing statement note) and allow the longer note to be printed on the billing statement. [152527]

    1,254 votes
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    32 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow us to select insurance subscribers from outside of the currently selected family.

    Allow users to select any patient as the insurance subscriber/insured party. Do not limit to family members. Does not want to enter patients more than once for insurance purposes. [1685]

    1,199 votes
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    62 comments  ·  Family File  ·  Flag idea as inappropriate…  ·  Admin →
  16. Automatically downgrade insurance coverage (e.g. composite to amalgam).

    It is very time consuming to downgrade each treatment plan option that is not covered by insurance-- for example, if patients have a cavity on their back molar teeth, we have to offer both the amalgam and composite as options-- however, we must manually override their insurance coverage for the composite to what the insurance would cover for an amalgam. It would save A LOT of time if Dentrix could automate this feature.

    1,031 votes
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    53 comments  ·  Insurance  ·  Flag idea as inappropriate…  ·  Admin →
  17. supernumerary tooth charting

    I would like to be able to chart SN and other pathology and have it appear in the clinical chart.

    1,013 votes
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    50 comments  ·  Charting  ·  Flag idea as inappropriate…  ·  Admin →
  18. Production Summary: More options

    Provide a formatted list of all patients who have had a specific procedure, range of procedures or multiple procedures within a date range (completed or treatment planned), with subtotals for each patient. Provide options to select specific procedures for the report. Options to sort the list by largest production to least production. List total production from all patients. Provide a way to find the top 20% of patients according to production--"80/20 Report". Option to group/run this report by Guarantor/Head of house. An option to run a production-only day sheet, listing only the procedures done with the patients' names. Production summary…

    994 votes
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    59 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  19. Flag when an insurance claim has a partial payment.

    Allow the user to flag an insurance claim as being partially paid when more payment is expected. Include on reports and keep claim current (not in History) and include for batch payment entry until it is complete paid. [3143 4492]

    981 votes
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    29 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
  20. More Time Blocks per provider & other improvements

    Ability for more customization and flexibility of time blocks (set them up at random) and click and drag them across operatories to move them. Set up a time block several times a day for one doctor (no limit). Allow notes to be added to time blocks. Should be able to assign more than six time blocks total to a provider, more than two a day and more than 12 per operatory. Set up filters for Billing Type as well as Procedure. Customize the colors. Clear time blocks for just one day or operatory. [3955 151963]

    952 votes
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    25 comments  ·  Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
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