How can we improve Dentrix?

Option to calculate/show discounts and write-offs

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.

799 votes
Vote 0 votes Vote Vote
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    I agree to the terms of service

    You'll receive a confirmation email with a link to create a password (optional).

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    My Voice AdministratorAdminMy Voice Administrator (Admin, DENTRIX) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    AnonymousAnonymous shared a merged idea: Displaying Adjustments on the Treatment Plan  ·   ·  Show description
    BrianneBrianne shared a merged idea: Tax Item Line included in Tx Plan Totals  ·   ·  Show description
    TishaTisha shared a merged idea: TX PLANNER ADJUSTMENT COLUMN FOR COUPONS/WRITE-OFFS  ·   ·  Show description
    Troy WaltonTroy Walton shared a merged idea: Office fee - Insurance allowable = write off and ability to estimate patient's portion.  ·   ·  Show description

    22 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service

      You'll receive a confirmation email with a link to create a password (optional).

      Signed in as (Sign out)
      Submitting...
      • LoriLori commented  ·   ·  Flag as inappropriate

        This is a MUST! We need to show the patient the actual amount the Ins. will pay based on their allowances and writeoffs, etc! The the Patient Portion of the Treatment Planner will be accurate!

      • James McLane, DDSJames McLane, DDS commented  ·   ·  Flag as inappropriate

        LD: Have you investigated using the DX2007F claim format? This allows patient treatment plans, estimates and Ledger balances to use a network-contracted Fee Schedule (set in the Patient's Family File), while the sent claims will reflect your Usual\Customary Fee Schedule (set in the Plan's Insurance Data settings).

      • LDLD commented  ·   ·  Flag as inappropriate

        It would be nice to calculate this so that the estimate of the patient's portion is more accurate. We need to submit our normal fee to the insurance co. so they can calculate the fees charged in our area more accurately. If we submit the contract fee, it gives the insurance co. inacurate figures. However, Dentrix doesn't take into consideration the write off portion when calculating the patient portion estimate resulting in having to credit back the balance or going through each treatment plan item and calculating the patient portion manually.

      • AnonymousAnonymous commented  ·   ·  Flag as inappropriate

        It would be nice to calculate the correct write off in the coverage table and also to view the writeoff for each procedure in the patient's ledger. We need a column to add our office fees, a column to enter the insurance company's allowed fees and a column to see exactly what the patient owes (without having to use a calculator).

      • Myron DoneskyMyron Donesky commented  ·   ·  Flag as inappropriate

        We use the DX2007F claim format also. This solves most of the problems in that estimates are based on the patient's fee schedule and these are the actual fees posted in the Ledger while the insusrance company is "billed" our UCR fee.

      • Valarie Stewart, CDA, RDA, CDPMAValarie Stewart, CDA, RDA, CDPMA commented  ·   ·  Flag as inappropriate

        This would be of huge benefit for sure! Patient's want to see a discount noted on their printed treatment plan and it helps other team members who might schedule treatment to be aware of the discount.

      • front officefront office commented  ·   ·  Flag as inappropriate

        I agree you need this feature. It gives the patient a better presentation of how much the dentist is actually writing off.

      • James McLane, DDSJames McLane, DDS commented  ·   ·  Flag as inappropriate

        I'm not sure if it would help the previous commenters, but we use the DX2007F claim format. The patient's fee schedule is set to their insurance's schedule (in the Family File), while the Insurance fee schedule is set to our office fees (in Insurance Data). This way, the patient sees an estimate based on their actual costs and negotiated fees, while the office fees are submitted on the claim forms.

      • AnonymousAnonymous commented  ·   ·  Flag as inappropriate

        I agree. This would allow us to more accurately quote a patient's estimated balance. Currently, the difference between the office fee and the insurance contract fee is pushed into the patients estimated portion which is inaccurate and can add up to hundreds of dollars that we have to refund or credit to their account.

      • AnnAnn commented  ·   ·  Flag as inappropriate

        And....fields should be able to be manipulated by the user. Also a field for "Allowances" for insurance companies that practices participate with.

      • BrittanyBrittany commented  ·   ·  Flag as inappropriate

        I agree it would be most beneficial to have a seperate column in the coverage table that we would be able to add our allowable fee with the different insurance companies. I would also like allowable fee to show up on the dental insurance claim screen in the ledger under estimated insurance portion. That way I can track when the insurance pays on the claim that the insurance is giving me the correct write off amounts. It would be great to have it print out on the patients statements so they can understand where out calculations are coming from. PLEASE DO THIS UPGRADE!!!

      • AnonymousAnonymous commented  ·   ·  Flag as inappropriate

        Being able to show the treatment plan at the office's full fee and show accurate insurance estimates based on the insurance fee schedule is HUGE!!!! A few additional fields need to be added-the insurance "allowable" fee and the "write-off" column.

      • Office ManagerOffice Manager commented  ·   ·  Flag as inappropriate

        This is a must have!!! Another software I used to work with had allowance tables that attached to an insurance plan so when a treatment plan was entered the allowed charge, write off and accurate patient portion were printed on the treatment plan!!! No more hand writing on TX plans Dentrix !!! PLEASE

      • zach brumbachzach brumbach commented  ·   ·  Flag as inappropriate

        I want to keep track of my adjustments/write offs and also be able give a patient an accurate estimate as a result of a PPO insurance contract. You just need to add a column in the Treatment Planner that calculates the estimate based on the PPO fee schedule. At this time you can not do both.

      • Tricia GunnersonTricia Gunnerson commented  ·   ·  Flag as inappropriate

        It would also be very beneficial if on statements and walk-out statements an explanation could print like "Claims are submitted with our office fees, however we have charged your account based on contracted fees with your insurance carrier."

      • Troy WaltonTroy Walton commented  ·   ·  Flag as inappropriate

        I think this calculation would be ideal in the coverage table. For example, have a column with office fee and column with insurance allowable. The percentages could be determined from allowable and have the ability to calculate write off and show it to the patient. It would also be helpful the have a column in the coverage table to show what insurance would owe and what the patient owes in another column.

      • DeniseDenise commented  ·   ·  Flag as inappropriate

        Dr. wants to be able to show and manually change a patient's fee in a column next to the column provided with the coordinating fee schedule.
        example
        Service U/C fee patient pays
        Resin 2 surface posterior $221.00 $79.00

      • Jennifer AlexanderJennifer Alexander commented  ·   ·  Flag as inappropriate

        This goes along with the idea of attaching adjustments to specific procedures in the ledger, which was also suggested. Great idea!

      Knowledge Base and Helpdesk