Specialty Ideas

I should be able to run a report that lists all ACH payments in a given date range, or all EFT payments in a date range, with details.

When running monthly production reports, all ACH payments are being categorized as "Credit Card" listed under "Other". This is not accurate and should be listed under "Check". There should be an "Other" under the "Check" category, as more insuranc...

Make a way to filter either "Returned" or "Waiting/Submitted" pre-determinations when running the Pretreatment Status report. When I need to check on pre-treatment estimates that haven't been returned by the insurance company, I have to weed throu...

When Running a referral report, I want to see how many new patients were referred to each Dr in our practice not as a practice. When I run report now it shows Production and collections separated but not number of new patients that referring Dr se...

How can we incorporate DentalVision to meet the requirements of the new No Surprises Act. Would be good to have means of automating the quotes for patients, on demand, since we're a specialty group where so many things can change quickly, includin...

Could you make a category for EFT in the daily report. Show a deposit slip for the EFT's???

Would be nice if the letters we generate in the documents section under the letter log can be emailed to the referring doctor or dentist instead of having to print out the letter and mailing it. Since postage is going up to 55 cents a letter this ...

When exporting the tabulated report, if you choose multiple categories it will export into individual files, which then have to be compiled to be useful. For larger DSO's this is a lot of work, factoring in mutli location / states / etc. If multip...

All the ADA codes that are less than 4 digits do not pull in to a customized treatment plan built via the word processor, they are omitted/left out.

I would like the ability to format the financials so that there are no cents, change to each value. As the treatment plan is any estimate anyway, between the UCR, Insurance contracted rate, Insurance portion, and Patient portion, I want to drop th...