Create a field for ADA number.

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.

From the North East Dentrix Enterprise Users Group

Increase the limit on the number of attached procedures that can be put on an appointment.

From the North East Dentrix Enterprise Users Group

Restriction on patient views and edits to be more granular than only “by clinic”... by provider / staff

When you do not have the right to a patient (in a different clinic) should the fact that this patient is in the database be entirely hidden as it is now? Should the user at least know that patient exists in the db? New Patients can be duplicated if the staff does not know that the patient is in the db at a different clinic they cannot see.

From the North East Dentrix Enterprise Users Group

Patient preferred names do not show up in Appointments (when you double click to open?)

Our doctors would like to see what patients where scheduled in a slot, where a cancellation or scheduling change has occured, and we have now put a different patient in that spot, or that spot is empty.

We have staff change appointments that we do not want them to change.

Add a feature called "locked appointments".

People with this security right can lock an appointment.
Locked appointments can only be changed by people with
the edit locked appointment right, or otherwise the appointments
they locked.

Add security rights called:
locked appointments: lock-only-mine (only allowed to lock, edit and unlock appts this user made)
locked appointments: lock-any (allowed to lock, edit and unlock appointments that any user made or locked)

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

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.

From the North East Users Group

There is a new feature in 6.0 that allows scheduling events in the appointment book such as the closing of an Operatory. We think there is already a security right to limit the staff that can change these events and if not then we should submit this as an enhancement request.

From the North East Users Group

Changing History

The following discussion was left open for another meeting :: Do any clinics need the ability to change history? Is the invalidate flag enough? Can historical items be changed? In core there was a utility called dxhist.

Rather than having to print an entire day, or have to print slips one at a time, I'd like to suggest having the option to print routing slips by time blocks

would like to see more than 3 patients in the recent patient selections

GAAP audits require a reserve for outstanding insurance claims based on historical write off % of insurance claims. To support an audit, we need trial balance reports that go back in time for open insurance claims and we need to be able to measure the write off against the acutal claim. Exisiting solutions are either real time only reports or don't differentiate between the charge date and the write off period.

When entering the insurance information it would be helpful if Dentrix automatically calculated if the patient is eligible for a specific procedure based on age/frequency