Dentrix Ideas

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

Add onto ledger , dates statements sent for easy view

To view on ledger when a patient has a question about a statement received you can view when sent and review what procedures were on it and what if any were after it was sent and if payment was received after it was sent and before it was received...

Created 16 Oct 14:08 by Guest

Ledger

0 Needs review
6 Vote

Add a note feature per code of insurance denial on ledger

When posting ins payments on the patients ledger, we need the ability to click on that code line and add a note saying why it denied that code. That way when patients call and ask why their claim wasn't paid, we can get the info from the ledger in...

Created 08 Feb 17:28 by Unknown Unknown

Ledger

0 Needs review
1 Vote

Add the ability to read the ledger notes to people without granting them adjustment permissions.

There is no ability for people without adjustment rights to read the notes being left on the ledger. This inability to read notes renders them useless.

Created 14 Oct 20:29 by Guest

Billing and Adjustments

0 Needs review
1 Vote

print receipt for cash payments

It would be very helpful to be able to print a receipt for a cash payment instead of a walk-out. It saves time and steps for busy offices

Created 14 Oct 17:46 by Unknown Unknown

Ledger

0 Needs review
1 Vote

Changing Statement Date

Would be nice for us to be able to edit the range manually when printing single statements. They do not copy to the document center when you print a batch statement and so when printing a single statement it would be nice to show a couple months p...

Created 10 Oct 14:37 by T. Schneider

Billing and Adjustments

0 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
4 Vote

Link "Patient Payments" to procedures and Bills same as Insurance payments are.

Insurance payments or adjustments through the bill are linked to that bill and procedures.Patient Payment are in the limbo, you cannot link them to any bill/procedure to identify what was paid. NEED that to identify payment done by patients and no...

Created 20 Sep 20:16 by Guest

Ledger

2 Needs review
5 Vote

Charging a percentage fee with credit cards

Charging a percentage fee with credit cards

Created 11 May 18:32 by Guest

Ledger

0 Needs review
7 Vote

UPDATE MULTIPLE LINES ALL AT ONCE TO CHANGE PROVIDER NUMBER IN THE LEDGER

WHILE IN THE LEDGER , BE ABLE TO UPDATE/CHANGE MULTIPLE LINES OF SERVICES UNDER THE SAME PROVIDER NUMBER. I.E.UNDER THE TRANSACTION TAB-DENTAL DIAGNOSTICS-ATTACHED TO PROCEDURE. YOU ARE ALLOWED TO UPDATE/CHANGE UP TO 10 LINES OF SERVICE AT A TIME....

Created 23 Aug 20:41 by Gina Ferris

Ledger

0 Needs review