Dentrix Ideas

3 Vote

Tracking Provider Input on Ledger

I would like to be able to tell which employee entered items on the ledger and who submitted the insurance claims.

Created 3 Aug 06:56pm by Guest

Ledger

0 Needs review
3 Vote

Finance charge should be calculated 30 days from last payment with a balance

Currently, finance charges are automatically posted on the first of the month regardless of if the patient just made a payment the week before. Or if patients are on a billing/payment agreement paying monthly on a set date that is not the first of...

Created 3 Aug 02:00am by Ellie

Billing and Adjustments

0 Needs review
3 Vote

Itemizing adjustments when entering insurance payments.

I think we should be able to enter adjustments that are attached to specific procedures. Just like we are able to itemize the payment, we should be able to itemize adjustments so we are able to see exactly which codes we are adjusting and how much.

Created 1 Jul 09:42pm by Maggie England

Billing and Adjustments

0 Needs review
3 Vote

Make possible to delete procedures in history

There should be an option to delete procedures in history if it was posted by mistake or error

Created 1 Jul 05:02pm by Guest

Ledger

0 Needs review
3 Vote

Standard Aging Report Should Not Be Affected by Insurance Payments on Claims Irrelevant to the Outstanding Aged Amount

When a patient has a balance on their account for over 60 days, then a new claim on the family is paid by insurance, it affects the aging on the account and changes it so the balance is no longer over 60 days. There needs to be a fix regarding thi...

Created 24 May 07:33pm by Chelsea Drilling

Ledger

0 Needs review
3 Vote

Remove "Please Pay This Amount" on emailed statements

We just had QuickBill installed to our program so that we could now email statements to patients. The mailed home statements look perfect, but the emailed ones have a "Please Pay This Amount" that shows a balance that is not correct due to the fac...

Created 18 May 10:34pm by Guest

Billing and Adjustments

1 Needs review
3 Vote

A list of individual patients that have Credit Balances .

There is not a way to print a list of individual patients that have Credit Balances on their Accounts. Not credit Family Balances, but individual Ledger balances.

Created 9 May 09:41pm by Guest

Ledger

1 Needs review
3 Vote

Month End Close

You should have a selection drop down of which month you want to close - Jan, Feb, etc...not some convoluted 1, 2, 3 do some weird math count back.

Created 4 May 09:45pm by April Novak

Ledger

0 Needs review
3 Vote

Accounts with Payment Arrangments

Allow account feature to be added to no statement, no financial charges and no 90 day account past due. These accounts are showing up in our aging report and make our % of overdue accounts especially 90 plus days inaccurate.

Created 21 Apr 03:09pm by Guest

Billing and Adjustments

0 Needs review
3 Vote

Adding office name and address to Patient & Family Ledger.

Patients often need receipts showing charges with payments to submit to their reimbursement plans. If they do not pay at the time of service printing a walkout statement does not work, a ledger must be printed. The office information must be on th...

Created 21 Mar 02:45pm by Guest

Ledger

0 Needs review