Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.
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Dentrix
Score9.8 out of 10
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Dentrix is a practice management software for dentistries that supports both the clinical and business sides of a practice. Dentrix helps build a practice with integrated eServices — dental software that adds new capabilities to your system — and "Dentrix Connected" products from dental technology companies.
If you want to have an all in one solution for managing you clients (from sales lead to loyal client) this is the answer. We rarely have to use other systems to take a client from a lead to completing their taxes or representation case. It's also given us the freedom to switch our business model to focus on value added pricing and shift to be an advisory focused firm. If you want to pump out hundreds of returns and don't care about managing your clients on a long term basis because you're a quantity over quality shop, you may not find value in the software.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Dentrix G7 is better suited for small private dental offices that are not doing federal FQHC data reporting every year. G7 doesn't allow for the full capturing of all FQHC data that is needed as the enterprise edition does. Dentrix G7 also is not suited well for mutliple site dental offices as that is not technically supported. There is a work around requiring a Windows terminal server to setup Dentrix as a server application. Any businesses that have multiple dental offices are better suited for the Dentrix Enterprise edition which does allow for this and hosted Dentrix.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed.
I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases.
Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Easy to look up, edit, delete, break and make appointments. This is great when you're on the phone with someone and are able to quickly locate them in the system and see what appointments they have.
Easily make changes to providers information, colors or schedules. This is nice because we tend to have fill in hygienists and we can change their colors so it will not indicate the same colors as are our normal staff.
Easily print reports and deposits from the office manager. This helps us keep track of new patients, aging reports, unscheduled appointments, unscheduled treatment, continuing care appointments and so much more.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing.
Electronic signatures for multiple contacts on one document with some fields being optional would be a great help.
Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have used Dentrix support and they seem to be helpful. We are able to schedule meetings as needed within a short time frame, and are usually able to resolve any issues we may have within 1 or 2 calls. There doesn't seem to be as strong of a user community around Dentrix as there is with Epic.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or notifies the user.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I have previously used Eaglesoft and Easy Dental. I have found Dentrix to be very comparable to Eaglesoft, and myself and my team feel that it is relatively essay to use and seems to have a low learning curve for new members added to the team, at least in my experience.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
