Ledger | Dentrix Ideas

A forward and backward arrow that allows you to pan to the ledger and treatment plan for the next patient on the schedule

Instead of having to go between the appointment book and ledger screens or go to blue Bob and select a new patient each time you can just tab back and forth to the patients for the day. It would be much more efficient and easy for entering payment...

Created 18 Jun 17:00 by Guest

Ledger

0 Needs review

6 Vote

When entering a patient insurance payment, there should be a place where you can make a note as to the patient's co-insurance amnt due.

This would be useful for anyone looking at a particular claim, to see what the EOB states the patient's co-insurance is regarding that particular DOS.

Created 12 Jan 19:09 by Guest

Statements

0 Needs review

8 Vote

Printing multiple date walkouts in one receipt

There should be an option to print walkouts for multiple dates on one report.

Created 15 Mar 20:03 by Guest

Statements

1 Needs review

2 Vote

Dentrix Pay processing cc when entering virtual credit card payment from insurance claim payment screen

In order to process an virtual insurance credit card payment, multiple steps are required and entries to the ledger are confusing to patients. When entering a virtual credit card payment when posting to the enter insurance payment for a claim the ...

Created 03 Jun 21:37 by Joseph Battaglia

Billing and Adjustments

0 Needs review

7 Vote

Would prefer to have the option back to change providers. In previous version we were able to change this as long as it wasn't moved to history. Now it also includes the inability for procedures that are linked to insurances claims. This means if we didn't happen to catch the error prior to creating and entering any payments we have the delete everything to recreate the claim to the correct provider. Dentrix has only created room for error for us, if we inadvertently deleted without making notes of when payment was made and amount per procedures. Also, version 23.2 does not allow us to copy and paste any claim notes related to the claims. These notes were beneficial for us current or future follow up and reference.

No description provided

Created 08 May 21:23 by Lin Seckinger

Ledger

0 Needs review

2 Vote

In the patient walk out receipt.

Please add an option to remove- current credit and previous balance on the bottom of the receipt. If it is a family ledger(several family members), It is confusing to our patients to see so many numbers in the bottom of the receipt. I suggest crea...

Created 29 May 18:12 by Guest

Ledger

2 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

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A forward and backward arrow that allows you to pan to the ledger and treatment plan for the next patient on the schedule

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

Change Ledger Font Size

Changing Default options for Payment Screen

When entering a patient insurance payment, there should be a place where you can make a note as to the patient's co-insurance amnt due.

Printing multiple date walkouts in one receipt

Dentrix Pay processing cc when entering virtual credit card payment from insurance claim payment screen

In the patient walk out receipt.

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

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Filter by category

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A forward and backward arrow that allows you to pan to the ledger and treatment plan for the next patient on the schedule

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

Change Ledger Font Size

Changing Default options for Payment Screen

When entering a patient insurance payment, there should be a place where you can make a note as to the patient's co-insurance amnt due.

Printing multiple date walkouts in one receipt

Dentrix Pay processing cc when entering virtual credit card payment from insurance claim payment screen

In the patient walk out receipt.

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