Enhancement Requests

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  1. Chart numbers in reports vs. names option

    All reports should have the option to list the chart number vs. the patients actual name. Using the scheduled jobs and emailing reports to individuals creates risk in HIPPA compliance. We currently cannot use the scheduled job function until this is fixed/changed.

    93 votes
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    need supporters  ·  5 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. UDS Reporting

    Would like to see some additional UDS reporting options. To be able to run the report as how the actual table requires. Not have to work around multiple reports for most of the UDS tables.

    52 votes
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    6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    need supporters  ·  Nate Nelson responded

    All,

    Thank you for the interest in modifying the UDS reports. We will definitely look into this. In the meantime, if you know of any colleagues that would like these changes, please send them this way!

    Best,

    Nate Nelson
    Product Manager, Dentrix Enterprise

  3. 51 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Save any reports and be able to export them to excel.

    Save any reports and be able to export them to excel.

    47 votes
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    5 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Trevor Terry responded

    Your enhancement request has been received, thank you for the idea.

  5. After doing the end of month hard close, lock the pts' current billing types for historical reporting.

    I can not reproduce historical reports that replicate my numbers because many pts will go from one billing type to another throughout the years. This creates a huge issue as I am a FQHC and I can not get my reports to match. This effects my cost reports and any other random audit I may be doing. This is something that according to the developer that I spoke with at the Dentrix conference in Vegas last week is currnetly NOT being looked at and has not been mentioned before. He stated that he understood why this was a huge issue…

    33 votes
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    3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Would like a report to identify when payments are received from insurance, what is the date of service the payment is being applied to.

    Would like a report to identify when payments are received, what is the date of service the payment is being applied to.

    30 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Trevor Terry responded

    Your Enhancement Request has been received, thank you.

  7. add tertiary & quatrinary claims to the aging report=there's no tracking

    There's no way to track outstanding tertiary & quatrinary claims. This would also help in purging duplicate insurance plans as we have to run a claims/preauth/secondaries report to remove from the plan to be deleted.

    27 votes
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    3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Trevor Terry responded

    We greatly appreciate the feedback, thank you.

  8. Need more flexible reporting capabilities and robust business logic options

    Need more flexibility in the reporting.
    1) ability to add filters in the analysis/patient list by AND and not just OR
    2) ability to exclude archived/inactive patients from the analysis/patients list
    3) ability to export from the analysis/patient list
    4) open reporting where any information can be pulled into a excel document. i.e. All the CCs for all the patients at Clinic A & B.

    21 votes
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    3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    need supporters  ·  Nate Nelson responded

    Thank you for the feedback. We agree that this would be great functionality. If you have any colleagues who you know are also interested in this functionality, please have them vote here!

    Thanks,

    Nate Nelson
    Product Manager, Dentrix Enterprise

  9. Deposit Slip BreakOut.

    Option to see electronic insurance payments and paper insurance payements seperatly.

    19 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Do not show inactive employees in the DXOne reports

    When setting security in the DXOne Reports it would be convenient if Provider/Staff who appear are only active employees.

    Furthermore, it would be convenient if when you choose a particular clinic, only Provider/Staff associated with that clinic appeared under the Provider/Staff list.

    Currently we have 9 offices with 260 active staff members and it is difficult enough identifying the active staff, let alone having to scroll through all our inactive staff. I can see that once we have been on this system for 5+ years, the majority of the Provider/Staff list will be inactive employees as the list continually evolves…

    17 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    need supporters  ·  Nate Nelson responded

    This is a great suggestion. Thank you! We will add it to the backlog and see where we might be able to fit it into the roadmap. In the meantime, if you find other users that have this same need, please have them vote on this string.

    Thanks,

    Nate Nelson
    Product Manager, Dentrix Enterprise

  11. Allow DXONE report manager to launch and run as service account

    Currently, dxonereportman.exe has to be launched from a logged in account and with an enterprise user logged in. Requesting to have this configured with option to be launched as a service so a local user is not required to be logged on and the manager runs 24/7. We are operating in strictly a terminal server environment with idle session timeouts. We would have to login several times a day to keep this application running.

    16 votes
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    need supporters  ·  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Broken appointment report

    Create a report in DXOne Reports that show broken appointment statistics.

    14 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Trevor Terry responded

    Thank you for the suggestion, it is greatly appreciated.

  13. Create the Practice Analysis report to calculate Active patient count by date range entered. Need to know active pt count by year.

    Allow the Practice Analysis report to generate correct Active Pt count by year. Dentrix does this. We need to be able to see how many active patients we have (By Active status) by year. We need to know this for # of Provider hours we have, how many patients we can accomodate - capacity.

    13 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Select all option for rights in DXONE reporting security setup

    New users can be copied from existing users, but even the user interface could be adjusted some to make it less confusing. For newer practices where they have not yet setup a user for the first time with all rights this is a time consuming task that should not take this long. Could we not get a select all option added?

    9 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Trevor Terry responded

    Your enhancement request has been received, thank you for the idea.

  15. Show total charges per patient on day sheet

    tally up charges per patient on day sheet.

    9 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Trevor Terry responded

    Your enhancement request has been received, thank you for the idea.

  16. Would like Medications and Allergy Alerts to be included on the Route Slip.

    Would like Medications and Allergy Alerts to be included on the Route Slip.

    8 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Trevor Terry responded

    Your enhancement request has been received, thank you for the idea.

  17. Report Templates

    Add the ability to create multiple user defined templates for individual reports in DX1. Currently, you can set 1 default per user,per report. I often run the same report (e.g. Production Summary) multiple times with different settings and it takes time to repeatedly select different groups of providers, codes, etc.

    7 votes
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    need supporters  ·  1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Create functionality to export data to Excel and CSV

    No exports to excel or csv exist in the product. We would like to do Quality Improvement work and export data directly from Dentrix (and not have to use ODBC/SQL) . We'd like to export data such as patient id, birthdate, procedure code, procedure date, provider, & location. All other EDRs we've worked with have this functionality but Dentrix does not. Report formats provided in Dentrix are not usable/friendly for processing into other systems and are not inclusive of data fields we need.

    7 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    need supporters  ·  Nate Nelson responded

    Thanks for the suggestion. There are a few things you can do now in order to get the reports that you need. First, you could hire a SQL professional and get access to the database dictionary in order to create these reports and export them in a format that would be useful for you. One of the benefits of Dentrix Enterprise is that it gives you the ability to access the database directly. Second, you could work with a group like OMS 3 to provide some reports to you. You can learn more about them by googling them. We are working on a formal relationship with them. Third, you could contact our professional services team through your customer success manager to get a customized report designed for you.

    We are working on improving our reports and we will definitely inform the customer base when they are ready. Are you already…

  19. IInsurance Claim Utilization Report

    A utilization report similar to what exists. Instead of pulling the current insurance from the family file, pull the insurance from the claim (history) in the ledger.

    7 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Trevor Terry responded

    Your enhancement request has been received, thank you for the idea.

  20. Allow UDS data for health insurance and zip code of patient be pulled from dental health insurance information

    Allow UDS data for Patient Health Insurance by Zip Code information be pulled from the dental health insurance field; seems unnecessary for it to be pulled from the medical health insurance field for a software being used within a Dental Clinic.

    6 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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