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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You may search for an idea using the field below, or enter your own idea if nobody else has made the same suggestion. To vote on an idea, simply click the “vote” button that is shown beneath the vote tally for each suggestion.

If you submit your own idea, please try to explain why this feature would help your office, so that other users (and our development team) can better understand why the feature is important to you.

If your idea is related to a legal requirement such as a new prescription or claim form (or changes to an existing form), please be sure to provide a link to a website that provides documentation regarding the changes, or attach the documentation to the idea directly (please do not attach any documents, screen shots, or other files that contain patient-specific, HIPAA-protected information).

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  1. Include batched claims that were never sent in the Insurance claims to process report

    Include batched claims that were never sent in the Insurance claims to process report

    89 votes
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      6 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    • Insurance claims batched

      be able to run a report to see insurance claims batched but have not been sent. so that you can re create them to send to the insurance company, instead of having to run the insurance aging report.

      75 votes
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        10 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
      • Scheduled Production by user.

        Please add a feature that will allow us to run a report that shows appointments and production scheduled by a specific team member.

        With the option to select a date range. Example: Between 08/01 and 08/31 "So & So" scheduled a total of XYZ in production, & XYZ amount of appointments.

        4 votes
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          0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
        • Customized Reporting

          Since so much of our specific data is input into Dentrix it would be extremely helpful to be able to request the customization of reports. To include filters.

          It would also be beneficial (since this is not available, or in conjunction) to be able to export to excel in efforts of sorting information.

          14 votes
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            0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
          • I think we should be able to run a report to show a procedure code and what all the insurance fees are for that one procedure code.

            We need to be able to pull all insurance fees for one procedure code. Now you can only compare 5 fee schedules. We should be able to just enter one procedure code and get a list of fees for all insurance companies fees for that procedure

            2 votes
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              0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
            • Customize Reports Option

              Provide an option to customize reports, specifically a column in the Day Sheet showing the User ID of the employee who created the entry.

              1 vote
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                0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
              • I would like to see a report that shows production/collection by the age of the patient

                a report showing production and collection by the age of the patient

                1 vote
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                  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                • report for people who have had a bad debt written off

                  We have decided to turn over some accounts to collections. We have not had a big problem with debt but we do see the need now to have the option of using a collection agency. We have written off bad debt in the past and changed those account billing types to bad debt. We would now like to access those accounts but there is no report that you can run that will generate those (because now there is a zero balance on these accounts.) There should be an option to generate a report of everyone who has ever had bad…

                  1 vote
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                    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                  • 1 vote
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                      0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                    • Filter Unscheduled Treatment plan report by TP case status

                      When printing an unscheduled treatment plan list from the office manager it would be helpful if we could filter it by Treatment Plan Case status. I.E. Print the report but exclude "Eventual (future)" plants.

                      1 vote
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                        0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                      • New Patient Report - Auto Populate

                        The new patient report should be able to pull data from the system to update automatically that the patient:

                        - Changed their appointment outside of the date range specified for the report (i.e. patient moved appt from Aug to Sep would not still show up on Aug report)
                        - Cancelled their appointment and did not reschedule
                        - Came in on a different day than when their account was made with web forms.

                        It is not feasible for some offices especially those that take emergencies often to create the new patient file same day. There is some information in the forms…

                        1 vote
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                          0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                        • Compare to fee schedule on Daysheet show MTD and YTD totals

                          Currently the Daysheet will only show the Today's comparison. I would like to see MTD and YTD comparison of full fee and posted fee.

                          3 votes
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                            0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                          • Day Sheet Report without Inactive Providers

                            A field to choose ACTIVE only providers to appear on the Day Sheet Report

                            1 vote
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                              0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                            • Would be great to print patient balance report without zero balances

                              We need to be able to print patient balance report without zero balances. This makes the report very long.

                              8 votes
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                                0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                              • Day sheet, Production only report. No financial info on report

                                Be able to quickly verify patient and treatment on a day to make sure nothing was missed when posting. NO financial info on the report to muck it up and have to sort through. Other dental softwares have this report

                                3 votes
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                                  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                • I would like for a monthly production & collection report to be created on 1 sheet. It was like that in earlier versions. Why was it changed

                                  In earlier versions there was a way to create a monthly production & collection report on 1 page or maybe 2. I would like to be able to produce a monthly collection & production report that is condensed. I don't know why the later versions changed that feature.

                                  1 vote
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                                    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                  • track calls made from staff and appts made from those calls get a list of names total and %

                                    I would like to know how many staff members are making calls to patients, and out of those patients who has scheduled.. Get a total count of calls made daily and appt scheduled from those calls.
                                    thank you

                                    1 vote
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                                      0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Make all ledger entries available on an audit trail report?

                                      List all ledger entries on the audit trail report. Initial entry payments, edits, etc. Currently, we can only see edits/changes made to a ledger. I would like to see the payments that are posted each time a payment is made and by which employee.

                                      3 votes
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                                        0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Would love to have an A/R report by payer type such as Medicaid, Insurance,private pay

                                        An A/R report by payer type such as Medicaid, Insurance, private pay

                                        4 votes
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                                          1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Trying to get a report with new patients daily with and without insurance.

                                          I would like to have a report showing new patients daily, with insurance and without. If they have insurance who the insurance carrier is.

                                          1 vote
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                                            0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
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