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We should be able to enter a single credit card insurance payment without doing a bulk payment
We should have the ability to click on the claim from the ledger and post payment with a credit as we do with a check.
Created 06 Jun 19:10 by Megan P
Billing and Adjustments
0
Needs review
1
Vote
The ability to check what email an e statement was sent to.
We should be able to check from the submission history what email a statement was sent to for verification, not only the family file which may not be indicative of where the statement went.
Created 06 Jun 19:06 by Megan P
Statements
0
Needs review
2
Vote
Month End Close
You should have a selection drop down of which month you want to close - Jan, Feb, etc...not some convoluted 1, 2, 3 do some weird math count back.
Created 04 May 21:45 by April Novak
Ledger
0
Needs review
1
Vote
Different Color for In House Savings plan purchase on Ledge
Need a different color for different entries on ledger to they are easily visable when scanning to see the purchase date
Created 05 Jun 20:18 by Guest
Ledger
0
Needs review
3
Vote
Allow autocharges on any day of the week without manually having to click process on credit card consents
Most dental offices are not open 7 days a week and do not have someone who can come in every day to click process credit card autocharges. The autocharge feature is useless in dentrix and i have been having to go to access my iq and manually setup...
Created 31 Mar 22:39 by Guest
Ledger
0
3
Vote
Adding other merchants to powerpay
We are now using Merchant One instead of WorldPay due to the cost being lower and would benefit from adding our terminals to powerpay. It would create a lot more work for us to manually enter payments.
Created 24 Mar 18:57 by Guest
Ledger
2
4
Vote
Would be nice to have the credit card icon change a different color if the credit card is saved.
When looking at the ledger if the credit card is a different color than it is normally to show that there is a credit card on file. Especially for billing purposes.
Created 12 Feb 15:55 by Guest
Ledger
1
Future consideration
3
Vote
Provider Credit Balance Filter
When running the Provider Credit Balances Manager it would be VERY helpful and streamlined if when looking at only accounts with a credit balance, ONLY accounts that need allocated would show up on the report. I run this report weekly and accounts...
Created 18 Mar 18:45 by Christy Whalen
Ledger
0
2
Vote
Credit Adjustments per patient
Be able to print out a report on all the credit adjustments done on each patient.
Created 18 Apr 13:08 by Guest
Billing and Adjustments
0
Needs review
3
Vote
INSURANCE SHOWN IN PATIENT LEDGER
In the bottom of ledger, where it shows balance info, aging, patient, family insurance portion - it would be nice to see the patients insurance name listed somewhere in the ledger...
Created 06 Mar 20:01 by Guest
Ledger
1
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