How can we improve Dentrix?

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 should be options for any adjustments for the treatment plan to be included when the the treatment plan is printed, on the related reports. Offices have asked to be able to show discounts in the Presenter.

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101 comments

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  • Buffy commented  ·   ·  Flag as inappropriate

    I don't think Dentrix has figured this out but this can be worked around by creating a new fee schedule and adjusting it to be decreased by 5% (or whatever). then in the tx planner click to compare to fee schedule and select that one. both columns of fees will appear on the tx plan, your regular fees and the discounted amount.

  • Chrissy Weaver commented  ·   ·  Flag as inappropriate

    Is this still being researched? We want to be able to show a discount in the treatment planner. Please provide an option to apply a discount to the entire treatment plan. Thank you!

  • Shell commented  ·   ·  Flag as inappropriate

    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.

  • Amber Garcia commented  ·   ·  Flag as inappropriate

    When treatment planning, it would be helpful to be able to add in discount information to show patients what their actual out-of-pocket cost will be. For example, when treatment planning for a patient who would be eligible for a 10% senior discount, I would like to show them what they'd need to pay after the discount.

  • Chrissy Weaver commented  ·   ·  Flag as inappropriate

    I would like to offer a treatment plan to our patients which show the fee - the estimated insurance payment = the patient estimate.

    The way Dentrix is currently set up, this is not possible when alternate benefits or downgrades are provided, which remap the patient's benefits and effect the entire mathematical calculation provided by the program.

    Let's bypass this when necessary and have the option for insurance payment estimates to be manually entered by staff, and the patient estimate to be also manually entered by staff. It would be even better if you could highlight and change the numbers right on the preview screen or within the modules provided.

  • Anonymous commented  ·   ·  Flag as inappropriate

    When entering a fee schedule where a discount is applied, would love to be able to enter normal fee, then the "discounted fee" and have the reflection show immediately without calculating manually. Thank you!

  • gail@ahprodental.com commented  ·   ·  Flag as inappropriate

    Please allow a discount to be posted in the treatment plan. For patients without insurance, at times we will apply some sort of an adjustment (such as a senior courtesy) and we now cannot put it other than a note.

  • Kari Kern commented  ·   ·  Flag as inappropriate

    When entering Pre-Treatment estimates allow us to enter in pt portion rather then insurance portion so it can account for insurance writeoffs

  • Anonymous commented  ·   ·  Flag as inappropriate

    To be able to also view expected insurance payment in treatment planner consent forms (in document center) This would be beneficial for treatment that has been charged out in op and patient comes to the reception area to pay. We would all have the same reference point on how much patient out of pocket would be. See attached file

  • taylor commented  ·   ·  Flag as inappropriate

    Dentrix needs to be more PPO friendly when it comes to an insurance/ patient portion standpoint. A solution would be to create a blue book with the PPO allowed fees, but still post our full amount to the ledger. Have your system estimate the patient portion off of the blue book amount listed. This is a feature of Softdent that I miss the most. It was so accurate when it came to insurance estimations with our PPO companies. Because, sometimes patients have two insurances that are PPO, and it is different fees. So trying to decide after both claims what should be in the ledger is a hassle. Please feel free to call me and let me go over this in detail with someone.

  • dmillerdds@CreekwoodDentalArts.com commented  ·   ·  Flag as inappropriate

    Sometimes when we are TXPLing we want to charge a patient a different amount or 0 for a specific procedure. However, we want them to see the actual fee along with the discounted fee. It would be nice to have the option to manually change the patient amount but still leave the fee the same. Sort of like insurance where we can manually change the estimated insurance amount, however these patients don’t have insurance. This would be so the patients can see the value of what they are actually getting vs what they are paying. I hope this makes since.

  • Cathy commented  ·   ·  Flag as inappropriate

    I have a case where a patient has an extended time line of treatment due to her age. We want to be able to provide a courtesy adjustment to the fees in the future but only if the pt has all the tx with the doctor. If there are changes with staff at the front desk, there is no way to ensure that the adjustments will be made correctly in the future. The flags don't always get read and can get outdated quickly.

  • Carmel Brantz commented  ·   ·  Flag as inappropriate

    Dentrix needs an option to have adjustments taken at the time the charge is recorded. IE: the same gross charges generated for all payers. However, some clients accounts should receive adjustment at time of service to agreed rates. Example Delta Dental... Leaving gross charges overstates AR. If you have two fee schedules, it will bill different rates for the same procedure code which is not correct billing proceedures.

  • Debbie Ellard commented  ·   ·  Flag as inappropriate

    We would like to be able to enter the deductible and any insurance participation write off when posting a predetermination from insurance company.

  • office@ConnectDentalSpecialists.com commented  ·   ·  Flag as inappropriate

    Admin since you are in the researching mode, possibly you need to see how the OPEN DENTAL software is doing it and just make it the same. They really have it down as a dental office needs it.

  • Stephanie Sullivan commented  ·   ·  Flag as inappropriate

    Instead of changing our fees in the treatment plan when giving a discount, allow us to post an adjustment to show it. This way the patient can see our full fee and the discount, rather than them seeing it after it has posted.

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