Ledger | Dentrix Ideas

Ability to print statement with custom date parameters

Patients often request custom dates of transactions. Currently that is not doable through the print feature with either transactions OR statement.

Created 23 Jan 09:56pm by Vicki Neve

Statements

0 Needs review

11 Vote

Print Income Tax Receipt

The option now is not an Income Tax Receipt. It should show only payments made by the patient throughout the tax year. Not the adjustments, treatments, ins. payments, etc.

Created 8 Jan 06:50pm by Guest

Statements

0 Needs review

1 Vote

If you type in an override for a procedure and the amount is zero, it clears the override flag. So, we must type in a different amount, save it, and then change it to zero.

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Created 25 Jun 06:06pm by Guest

Ledger

0 Needs review

9 Vote

When printing a patients ledger, remove internal adjustments for allocation/credit/debit from showing. Confuses patients.

When patients want a printed ledger for end of year of for their hsa, I would like it to print without the internal adjustments for allocation/credit/debit showing on it. It confuses the pt and makes us look shady.

Created 20 Feb 05:48pm by Guest

Ledger

0 Needs review

1 Vote

Color Coding or Icon for E Statments in Family File

It would alleviate the frustration of having to open the patient information box to see if they have consented or not. There isn't always time in a faced paced office to take those extra steps. Being able to take a quick look and not irritating pa...

Created 20 Jun 06:14pm by Mary Beth

Billing and Adjustments

0 Needs review

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Ability to print statement with custom date parameters

Print Income Tax Receipt

If you type in an override for a procedure and the amount is zero, it clears the override flag. So, we must type in a different amount, save it, and then change it to zero.

merge old inactive patient and same re-entered patient ledgers

Walkout receipt format

Need start AND end date for printing ledger transactions.

BALANCE FORWARD=ANGRY PATIENTS

QR Codes on statements

When printing a patients ledger, remove internal adjustments for allocation/credit/debit from showing. Confuses patients.

Color Coding or Icon for E Statments in Family File

Filter by status

Filter by category

Identify yourself with your email address

Ability to print statement with custom date parameters

Print Income Tax Receipt

If you type in an override for a procedure and the amount is zero, it clears the override flag. So, we must type in a different amount, save it, and then change it to zero.

merge old inactive patient and same re-entered patient ledgers

Walkout receipt format

Need start AND end date for printing ledger transactions.

BALANCE FORWARD=ANGRY PATIENTS

QR Codes on statements

When printing a patients ledger, remove internal adjustments for allocation/credit/debit from showing. Confuses patients.

Color Coding or Icon for E Statments in Family File