Dentrix Ideas

8 Vote

Printing receipts for an individual patient and DOS that shows codes & payment

The option to print a walkout for a specific patient, on a specific date of service that shows the treatment completed with codes and the payment made that day. Currently, this is on separate forms and a walkout cannot be printed for only a specif...

Created 29 Nov 14:54 by Brianna

Statements

1 Needs review
3 Vote

please allow more space in the Account Notes section

for longtime patients (15-20 years with our practice) we often run out of room in the Account Notes section - it would be great if that space could be expanded

Created 24 Jul 14:03 by Guest

Ledger

0 Future consideration
1 Vote

isolating statements based on a specific ledger selection

We have patients call all the time who want billing statements from previous dates of service to turn in to HSA and FSA companies for reimbursement. The companies are getting stricter, and some will no longer accept a ledger printout for the dates...

Created 29 Oct 15:13 by Guest

Statements

0 Needs review
2 Vote

Edit payment agreement

It would be helpful to be able to edit/adjust a payment agreement instead of having to start over and redo the entire agreement. For example, if a patient had run out of HSA money for the year and want to defer their December payment and make a do...

Created 30 Aug 19:49 by Guest

Billing and Adjustments

0 Needs review
6 Vote

Separate the insurance portion from the patient portion on the ledger

It would make it a lot easier to know what a patient owes verses what the insurance owes on a running balance.

Created 19 Jan 22:51 by Guest

Ledger

0 Needs review
3 Vote

Update fees on scheduled patients and pte

After updating a fee schedule, the fees for the patients already scheduled do not get updated, previous fees are set complete.

Created 02 Jul 21:02 by Lynn Lavigne

Ledger

1 Needs review
3 Vote

Font options for ledger view and payment posting

I have prescription glasses and cannot read the ledger or the payment screen without straining. I have adjusted my font in the appointment book so that is no longer a problem there. Font size options should be a must for all other screens as well ...

Created 25 Jun 15:43 by Guest

Ledger

0 Needs review
4 Vote

Statements

All billings should automatically print husband and wife on the address bar on statements. We spend too much time explaining why the other name does not appear on the statement when the actual charges may be the other family member rather than the...

Created 18 Apr 17:08 by Unknown Unknown

Statements

0 Needs review
1 Vote

Add additional filtes for the ledger page

When auditing an account, the filter to show linked transactions is great. I would be awesometo have additional filters to view only adjustments, only pmts, only charges and also only invalidated items.

Created 16 Oct 21:14 by Jerri Haack

Ledger

0 Needs review
1 Vote

Statements- Now on bottom is prior balance, current charges new balance , Should also add outstanding ins. and amount due of at least the prior balance.

Patients get confused with these billing statements, there is not an amount due clearly on the statement. Definitely need this to eliminate many phone calls and confusion.

Created 16 Oct 14:35 by Guest

Statements

0 Needs review