Ledger | Dentrix Ideas

Walk-out statement should state "Date of Service" and not "Billing"

We printed a walk-out for a patient recently and their FSA would not accept it because of the term "Billing" in the upper right corner. If it stated "Date of Service", they would accept it and reimburse the patient. Our patient called them and was...

Created 19 Sep 20:50 by Guest

Statements

0 Needs review

3 Vote

Allow notes to be added or adjustment types modified on patient payments or adjustments after the month has been closed out.

Useful for front office to track/read balances or credits when billing can go back and add or correct notes and adj types when needed.

Created 10 May 20:10 by Guest

Billing and Adjustments

0 Needs review

3 Vote

Let me type more characters into the billing statement notes

Clearer, better, lengthier explanations of patient balances get paid faster. All practices would benefit from this.

Created 10 May 20:03 by Guest

Statements

0 Needs review

24 Vote

Post an insurance credit card payment directly from the patient insurance claim instead of having to go to dentrix pay to process.

If you could post a virtual credit card payment to the insurance eob when a patient calls you can see right away what the payment was for and which claim it was for. It would make it alot easier for staff to inform the patient and you would be abl...

Created 11 Sep 22:05 by Guest

Billing and Adjustments

2 Future consideration

3 Vote

Ledger summary by appointment

It would be nice to be able to print out a single DOS with the corresponding insurance payment and the patient payment

Created 07 May 23:47 by Guest

Ledger

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

1 Vote

Dentrix Ideas

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Walk-out statement should state "Date of Service" and not "Billing"

Allow notes to be added or adjustment types modified on patient payments or adjustments after the month has been closed out.

Let me type more characters into the billing statement notes

Post an insurance credit card payment directly from the patient insurance claim instead of having to go to dentrix pay to process.

Ledger summary by appointment

Add additional filtes for the ledger page

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.

Add onto ledger , dates statements sent for easy view

Printing multiple date walkouts in one receipt

Billing by patient, not head of household. Give us a choice please

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Walk-out statement should state "Date of Service" and not "Billing"

Allow notes to be added or adjustment types modified on patient payments or adjustments after the month has been closed out.

Let me type more characters into the billing statement notes

Post an insurance credit card payment directly from the patient insurance claim instead of having to go to dentrix pay to process.

Ledger summary by appointment

Add additional filtes for the ledger page

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.

Add onto ledger , dates statements sent for easy view

Printing multiple date walkouts in one receipt

Billing by patient, not head of household. Give us a choice please