Enhancement Requests

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  1. Colors for Open claims vs. Closed claims.

    It would be much easier visually to see open claims if they were a different color, and when they were paid, it could turn black. For example, all procedures that have not been paid by insurance would be in blue on the ledger, and once paid turn black.

    63 votes
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      1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
    • Other views in Ledger

      Other views in Ledger (add Filters to view payments only, adjustments only, Claim Associated Transactions only, etc.)

      54 votes
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        2 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
        Trevor Terry responded

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

      • SALES TAX & PROFESSIONAL COURTESY CALCULATOR

        Automatically calculate the sales tax and discounts of procedures like Core Dentrix

        37 votes
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          1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
        • Credit Card Payment information on Statement

          When we print our statements, we check the Credit Card Payment Information Box so that patients can send us their CC information. We need a box for the CSV number that is on the back of the CC. We have gone to a different CC processor and they are requiring this #. Thanks

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

            Hello,

            It looks like we’ve had several individuals request this feature. However, there are still quite a few features that are higher priorities on MyVoice. We still need more supporters to bump this up on the list.

            Best,

            Nate Nelson
            Product Manager, Dentrix Enterprise

          • Add a Pop Up Box to ledger when the full patient portion is not collected that asks "Do you want to set up a Payment Agreement".

            Add a Pop Up Box to ledger when the full patient portion is not collected that asks "Do you want to set up a Payment Agreement"

            30 votes
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              1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
            • Restore show transaction links to the way it worked originally

              From the North East Dentrix Users Group

              Almost universally, clinics miss the functionality of “show transaction links” and everyone wants it back. In response to this, the group discussed having an automatic “show transaction links” feature. When clicking on rows in the ledger with a procedure, or on a row with claim information like primary sent, primary received etc., all other procedures and claim data rows attached to it would highlight automatically. It was suggested that for performance reasons this might not always be wanted. Each user should therefore be able to set this feature to always be on, to…

              26 votes
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                0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
              • INSURANCE TAKE BACK ON CLAIM ALREADY PAID

                WHEN INS TAKES BACK MONEY ON A CLAIM NEEDS TO BE POSTED TO SAME CALIM AS A NEGATIVE WAITING FOR NEW PAYMENT. CLAIMS NEEDS TO BE REOPENED. SO THAT THE CLAIM DOESN'T GET LOST A FUTURE PAYMENT CAN BE APPLIED.

                23 votes
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                  5 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                • When deleting a procedure that has a discount associated with it, the discount should automatically be deleted as well.

                  We have a multi-tiered sliding scale that gives patients varying levels of discounts depending on their income levels. Procedures are billed at UCR and the associated discount is automatically posted to the ledger based on the appropriate sliding scale level. Currently, when a procedure is deleted the associated discount is left on the ledger and needs to be manually deleted. The discount should automatically be deleted when the procedure is deleted.

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

                    Thank you for the feedback, it is much appreciated.

                  • 13 votes
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                      1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add new columns to the ledger to see adjustments and patient portion owed per line

                      From the North East Dentrix Users Group

                      · Add column(s) for aggregate payments, aggregate credits and balance remaining to each procedure row. Possibly add a column for any deductible owed.

                      · Users can choose what columns to have the ledger display from the proc_log table fields

                      · All columns, like amount, can be sorted by double clicking on the label of that column

                      · Users can hide certain information, like special adjustments, regular adjustments, primary payments, and secondary payments

                      13 votes
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                        1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                      • give us a print option in the ledger

                        give us a print option in the ledger for ease of sending a single ledger to the doc center to be emailed.

                        12 votes
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                          1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                        • Attach a primary insurance EOB to secondary insurance claim for electronic submission

                          Create the ability to electronically attach a scanned EOB from primary insurance claim to the newly created secondary insurance claim for electronic submission.

                          12 votes
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                            0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                          • Ability to Apply Suspended Credits For Insurance Overpayment After Month Has Closed

                            Ability to apply suspended credit after the month has closed. Example, say a patient payment is applied to the procedure before insurance pays, but when insurance pays, they pay more than what we estimated leaving a credit, but then the month gets closed and those credits are suspended and therefore frozen. Need to be able to fix this, without having to call Dentrix and have them run a Script-165.

                            12 votes
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                              1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow billing types with an "as of" date.

                              When billing types change, need to be able to report financials based on the billing type at the time of service.

                              12 votes
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                                1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                              • Edit individual insurance maximums to apply yearly roll-over benefits and not apply Preventive and Diagnostic claim payments to maximum

                                There is an increasing amount of plans that offer additional funds in roll-over benefits and cleaning, exams and x-rays that do not come out of their yearly maximum. We can not change individual maximums (say from $1000 to $1250 with a $250 rollover only allowed for the benefit period) and it would be helpful to change it temporarily until the insurance renews. Additionally, it is too difficult while posting insurance payments to determine if the benefits paid should or should not come out of the yearly maximum, leaving money on the table for some patients who look like they are…

                                6 votes
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                                  0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                                • ability to add additional adjustments to a paid insurance claim.

                                  if you post a payment and/or adjustment to a claim, once you close that claim you cannot enter and additional adjustment. Users should be able to additional adjustments just as additional insurance payments.

                                  6 votes
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                                    0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                                    Trevor Terry responded

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

                                  • Electronic Insurance Payments

                                    There is an option to choose electronic payment when posting an insurance payment, however, there's no way to distinguish that on reports. So the option is there, but it doesn't really serve any purpose the way it's set up. There should be a "insurance - check payment" and "insurance - EFT payment" on the daysheet receipts like check payment or check payment by mail.

                                    5 votes
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                                      0 comments  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Ability to search and sort adjustment reasons

                                      When entering an adjustment, it would be helpful to be able to search and sort adjustment reasons, rather than them only appearing in the order in which they were created.

                                      5 votes
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                                        1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Need to be able to post a debit entry to a patients ledger when posting a batch check payment, ie. Medicaid. Adjustments dont hit the check

                                        When posting a recoupment from insurance/Medicaid we need a way to Reflect it as a debit on the check. At present when a patient has a recoupment from Medicaid and the patient does not have a payment on the same check payment. We have to take the recoupment amount from another patient and make an adjustment entry to balance the check.

                                        5 votes
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                                          1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Insurance dates of coverage recognized

                                          Insurance dates of coverage NEED to be recognized so that claims are not generated for patients whose coverage has lapsed. If we delete the information and the insurance is reinstated we have to re-enter all the information again. I have never worked with a system that does not recognize these dates. Very disappointed.

                                          5 votes
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                                            1 comment  ·  Ledger  ·  Flag idea as inappropriate…  ·  Admin →
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