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. I would like the ability to close out the month/year on any day. We do not work the last week of Dec. and would like to close out Dec. 28th

    I would like to close out on Dec. 28th instead of waiting until January. The office is closed and there is no production. This should be an easy fix.

    9 votes
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      0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
    • Daysheet previous balance

      The re-calculate task does not run appropriately on version 6.6. Because this errors out every night before running, our daysheet balances are consistently incorrect. This results in us needing to run the re-calculate task manually, or run utilities, which is very inconvenient. We have spent entirely too much time messing with this just to get an accurate daysheet and it needs to be fixed!

      2 votes
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        0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
      • 2 votes
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          0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
        • DO NOT LIKE END OF MONTH AS IT IS AT PRESENT. LIKE IT BETTER THE OLD WAY.

          The new way of closing out the end of month is very time consuming and not easy to understand. I like the old way much better.

          12 votes
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            0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
          • Task Scheduler month description

            Task Scheduler "Older than * months" for Close Transactions description text should match the task wording of "previous * months"

            1 vote
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              0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
            • fix the month end to show closing which month and make it easier to know which ones to close like the old system was just set up

              fix the month end to show closing which month and make it easier to know which ones to close like the old system was just set up to do ...now i am not closing the month end as for it is too confusing and needs to be fixed first...because it is only doing 30 days from the date and that screws up my monthly totals

              22 votes
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                1 comment  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
              • Fix allocating on split accts this has been a problem for far toooo long.

                Fix allocating on split accts this has been a problem for far toooo long.

                10 votes
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                  0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                • Bulk Archiving patients

                  It would be awesome to have a way with month end that patients over 10years were bulk archived and a list generated so we can pull the charts if necessary and have it filed in our HIPPAA folder.

                  7 votes
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                    1 comment  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                  • Month End Email

                    With the changes to the operation of running Month End, it would be beneficial if there was the option to add your email to the Scheduled Tasks.....many times the tasks are not running. It would be nice to get email notifications.

                    3 votes
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                      0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                    • Run month end differently

                      We would like if month end was able to run by procedure date instead of entry date. This would allow us to post procedures prior to closing the month and still be put into history without waiting an additional month

                      6 votes
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                        1 comment  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                      • Simplify the Monthly closeout procedure

                        Simplify it, just like G5. 1 click and it takes care of the month.

                        4 votes
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                          0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                        • Better instructions are needed for Task Manager/Month End

                          Training is inadequate for new task manager and month end. Based on the design of the task manager, it appears you can reset MTD and YTD totals in Dentrix, independently of any other task. After 20 minutes on hold with Dentrix support today, I learned that these totals can only be reset after transactions are moved to history. I asked for more training materials on the task manager and was directed by the support person to Article #84885 about closing the month, but it does not explicitly state that these must be run together. I guess my thought is, if…

                          19 votes
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                            1 comment  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →

                            The “Recalculate Totals” task is not designed to reset the MTD/YTD Totals to zero – it’s designed to recalculate the numbers after the month has been closed (or during troubleshooting) to ensure that the numbers match with the database.

                            The process that resets the MTD/YTD totals to zero at the beginning of a new month/year (respectively) is the “Close Transactions”.

                            Is there a reason that you don’t want to run the “Close Transactions” part of the process?

                            Also, KB article 86271 has much better information regarding the options available in the Task Manager, and will also give a more in-depth explanation of how the Task Manager works.

                          • Fix Reset Insurance Benefits on the Month End Close Task Scheduler

                            Please have your engineers fix the ongoing issue with the insurance benefits reset when closing the month. It was a wonderful feature Dentrix had that is now ruined after the last G6 update.

                            11 votes
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                              0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                            • month end

                              The new version is not as user friendly as the previous version. Every month I have to call about resetting insurance benefits since the task scheduler refers to it in past tense when in fact the task is for the present month

                              9 votes
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                                0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                              • "Recalculate Totals" option in the "Reports and Tasks Scheduler" should be default.

                                The "Recalculate Totals" option in the "Reports and Tasks Scheduler" should be set as a default daily option. Making this as an option to choose will more often never be run effecting the totals of the practice.

                                2 votes
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                                  0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                                • Task Scheduler Fee Schedule Update

                                  We're on G6.6 and we appreciate the Task Scheduler, but it's still missing an important feature: The ability to update treatment plan fees older than 6 months. (We know updating treatment plan fees in this way is available manually in Dentrix, but it would be nice to have the option in the Task Scheduler because this IS a recurring monthly task.

                                  Detail:
                                  If an office honors presented fees for 6 months, it is important to be able to easily run a task called "Update Treatment Plan Fees" and set it to "Older than 6 months". And it is important to…

                                  9 votes
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                                    0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                                  • when end of month reports are deleted by accident they should go to a recycle bin to retrive.

                                    when end of month reports are deleted by accident they should go to a recycle bin to retrive.

                                    1 vote
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                                      0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                                    • When you're closing the months it should give you and idea of how much longer it will take and it's progress.

                                      Display progress of month end as far as how much time it will take and if it is closing multiple months it should show which month it is closing.

                                      9 votes
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                                        0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Notes

                                        allow the option to be able to add notes on pts that were missed before the month is closed.

                                        1 vote
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                                          0 comments  ·  Month End  ·  Flag idea as inappropriate…  ·  Admin →
                                        • deposit summary

                                          month end report for daily deposit

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