Ledger | Dentrix Ideas

Have the option to either remove the future appointments on the bottom of the walk out statement or only print out the actual patient's future appointment.

If a walk-out statement at the end of the appointment it will print the future appointments for the entire family It prints the date, the time, but also the services scheduled. Due to HIPAA one spouse should not be able to see the other spouse's s...

Created 15 Sep 04:32pm by Guest

Statements

0 Needs review

3 Vote

As previously requested, be able to use a date range in the patient ledger.

This is increasing asked for by patients due with FSA/HSA accounts as well, pts need for tax purposes.

Created 15 Sep 04:16pm by Guest

Ledger

1 Needs review

33 Vote

BALANCE FORWARD=ANGRY PATIENTS

I have seen multiple requests for the Balance Forward on our statements to be be changed to something that makes more sense. PLEASE make our statements easier for the patients to read and for us to explain. Make it make sense! Every time we send o...

Created 1 Nov 03:03pm by Guest

Statements

6 Needs review

8 Vote

Aging Report

Have the aging report have more things to customize like skipping accounts that have pending insurance claims so we can see the patients that actual owe money and not pending insurance claims

Created 16 May 06:24pm by Guest

Billing and Adjustments

2 Needs review

1 Vote

BUTTON TO EMAIL WALKOUT STATEMENT WITH ONE CLICK

this is not 1995...

Created 23 Oct 09:30pm by Guest

Ledger

0 Needs review

1 Vote

Billing statements

A option to be able to set a balance forward date as default with specific dates for every time we open the billing statement option at the moment to create a report. The only options so far for the software version 25.18.0.4389 are from selector ...

Created 22 Oct 04:56pm by Guest

Billing and Adjustments

0 Needs review

7 Vote

Ledger sectioning

So you have each appointment in their own respective "package." If there are owing balances, it makes things 100% easier to see where the balance is coming from. Instead of having to go through each claim. This will help print out which appointmen...

Created 30 May 08:10pm by Guest

Ledger

0 Needs review

Dentrix Ideas

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Print Family Ledger Button - New Ledger Update Version 25.18.0.

Be able to uncheck "Partially Paid' even after closing month

Separating basic, major and ortho annual maximums

Have the option to either remove the future appointments on the bottom of the walk out statement or only print out the actual patient's future appointment.

As previously requested, be able to use a date range in the patient ledger.

BALANCE FORWARD=ANGRY PATIENTS

Aging Report

BUTTON TO EMAIL WALKOUT STATEMENT WITH ONE CLICK

Billing statements

Ledger sectioning

Filter by status

Filter by category

Identify yourself with your email address

Print Family Ledger Button - New Ledger Update Version 25.18.0.

Be able to uncheck "Partially Paid' even after closing month

Separating basic, major and ortho annual maximums

Have the option to either remove the future appointments on the bottom of the walk out statement or only print out the actual patient's future appointment.

As previously requested, be able to use a date range in the patient ledger.

BALANCE FORWARD=ANGRY PATIENTS

Aging Report

BUTTON TO EMAIL WALKOUT STATEMENT WITH ONE CLICK

Billing statements

Ledger sectioning