Enhancement Requests

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    1. Other views in Ledger

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

      20 votes
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        2 comments  ·  Ledger  ·  Admin →
      • Ledger View Resetting to Newest Date

        After opening an old claim or payment do not reset my screen view to the newest date. Leave my view as is so I do not have to find the line I was on all over again.

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          1 comment  ·  Ledger  ·  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.

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            0 comments  ·  Ledger  ·  Admin →
          • The ability to lock the ledge for completed procedures after a set amount of time.

            The ability to lock the ledge for completed procedures after a set amount of time.

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              0 comments  ·  Ledger  ·  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… more

              2 votes
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                0 comments  ·  Ledger  ·  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.

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                  0 comments  ·  Ledger  ·  Admin →
                • Negative Payment Adjustments

                  Ability to enter negative amounts for insurance payments

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                    under review  ·  2 comments  ·  Ledger  ·  Admin →
                  • 1 vote
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                      0 comments  ·  Ledger  ·  Admin →
                    • Medical insurance

                      Would like to have Dentrix show the expected amount due from Medical insurance companies so the guarantor portion is correct.

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                        1 comment  ·  Ledger  ·  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

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                          0 comments  ·  Ledger  ·  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.

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                            0 comments  ·  Ledger  ·  Admin →
                          • Move the adjustments on the bills up from the bottom

                            From the North East Users Group

                            With line item accounting in place, it seems that the adjustment for an insurance payment on a treatment, or group of treatments, could be printed immediately under the insurance payment line. Right now, all of the insurance adjustments print at the bottom of the bill.

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                              0 comments  ·  Ledger  ·  Admin →
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