Dentrix Ideas

5 Vote

Ledger+History view only, never just Ledger

It would be lovely if the Ledger view was always and forever the Ledger+History view only and never just Ledger. I cannot think of a purpose to ever have the --- Patient Balance Forward --- view.

Created 30 Oct 16:56 by Guest

Ledger

1 Needs review
8 Vote

When sending an individual statement from ledger, add option to change the date you want to start statement from, its available for patient transaction print but not statements

There are many times someone wants a statement for a certain date start/end, would be more convenient, the ledger transactions print outs are not a statement.

Created 16 Oct 14:18 by Guest

Statements

0 Needs review
6 Vote

Make ledgers easier to read

Ledgers are very "busy" & hard to read due to the line height / font size etc - Please adjust - Thank you!

Created 23 Oct 20:14 by Sharman Lewis

Ledger

0 Needs review
1 Vote

Include payments on deposit slip of archived patients

I have found that if a patient is archived, their payments do not show up on the deposit slip. I need this to show to balance each month after the month end close

Created 14 Nov 20:49 by Guest

Ledger

0 Needs review
304 Vote

Attach payments and credits to specific charges

Automatically assign credits to charges for a patient or account and allow the user to override the allocations to assign a portion of a specific credit to a charge.

Created 09 Jul 04:55 by Guest

Ledger

60 Future consideration
302 Vote

Edit transactions in History

Allow the user to change or edit history, even if it requires a high-security password.

Created 09 Jul 04:52 by Guest

Ledger

55 Future consideration
25 Vote

Print an specific date of service without printing the entire ledger history

For patients that have supplemental insurance they request specific receipts showing the date of service and payment for that specific day only. It will be nice to just print what they need instead of the entire ledger.

Created 06 Jun 15:18 by Guest

Ledger

3 Needs review
3 Vote

Delete old providers on drop down when making payments

Please make it available to us to delete old providers from the drop down box when adding a payment to the ledger. I have several old providers that show up there and would love it if I only had a few to pick from. Thank you for your time.

Created 30 Oct 20:44 by Guest

Ledger

0 Needs review
268 Vote

Individual Patient billing type and individual statement

Allow the practice to assign a different billing type for a member of the family, and to be able to run billing statements and walkout statements by individual patients.

Created 09 Jul 04:54 by Guest

Billing and Adjustments / Statements

51 Future consideration
251 Vote

Customize billing statements

Allow the practice to customize billing statements. For example: option to omit the patient chart number; include or hide certain transaction types; change any of the wording (e.g. Balance Forward, Finance Charge); add any wording; change size of ...

Created 09 Jul 04:53 by Guest

Billing and Adjustments / Statements

58 Future consideration