The newest version of Dentrix includes these features:
- Allocate Credit Balances
- Provider Credit Balances Manager
- Split Credit Adjustments
- Improved Archive Patient
- Automatic Dentrix Workstations Updates
- Smart Image Automatic Updates
Allocate Credit Balances
You can transfer patient/provider balances without affecting the aging of the account.
You can view and adjust individual family member and family account balances by provider without changing views in the Ledger.
You can now transfer balances from archived patients and inactive providers.
Allocation (offsetting) balances are not itemized on walkout statements if you did not itemize them on billing statements.
A password security option “Ledger Allocate Credit Balances” was added to the Allocate Credit Balances feature in the Ledger.
You can now edit and/or delete offsetting adjustments to maintain the integrity of an account.
When you delete an offsetting adjustment, you are notified that all offsetting adjustments for that day will be deleted before you can complete the deletion.
When you edit an offsetting adjustment, the Allocate Credit Balances dialog box appears with all of the offsetting adjustments for the same day to ensure that any edit to an adjustment still results in a $0.00 balance.
Provider Credit Balances Manager
Use the new Provider Credit Balances Manager to find accounts and providers with credit balances and then easily transfer those balances.
From this manager, open the Allocate Credit Balances dialog for the selected family to create offsetting adjustments to transfer any provider balances.
Split Credit Adjustments
Split credit adjustments in the same easy way that payments can be split.
You can now split discounts that use credit adjustments by patient and provider.
Archive Patient
When you archive a patient, patient and provider balances are checked and reported (if found).
Offsetting adjustments are displayed before archiving the selected patient, allowing you to know what will happen.
Note: If users do not have rights to “Password Administration,” the rights to the “Patients, Archive” password security option will be removed during installation. This helps limit the rights to archive a patient to staff members who also can create offsetting adjustments.
Automatic Dentrix Workstations Updates
For future Dentrix updates, save time installing the updates to workstations. Updates that you install on the server will be automatically installed on each Dentrix workstation.
Smart Image Automatic Updates
Always have the latest Smart Image updates (independent of Dentrix updates). Receive notifications each time a new version is available. Accept the prompts when you are ready to automatically download and install the update on that workstation.
Require a Referred By for New Patients
Select the new “Require Referred By for new patients” option in Preferences to be sure you capture the referral source when adding a new patient appointment or a new patient in the Family File. Enjoy easier entry of a referral source in the Family File by selecting the source from the Patient Information window.
Read the Release Guide
This version of Dentrix was known as Dentrix G7.3.