Dentrix Ideas

4 Vote

attaching EOB's to statement sent through quick bill

Sometimes it is necessary to print off the EOB to send to the patients along with their statement. This way it saves time rather than printing it and sending through the mail

Created 11 May 19:44 by Guest

Statements

0 Needs review
7 Vote

An option to "Hide" Transfer Balance Credits/Debits

Transfer Balance Credits/Debits show up when allocating on the guarantor's ledger. Being able to "hide" or "unhide" these adjustments would just clean up the overall view of the ledger so that the adjustments we actually need to see in red don't g...

Created 02 Jun 22:46 by Guest

Ledger

0
2 Vote

be able to add notes to ledger items in history

Sometimes I need to add additional information to something after it is in history. It would be nice to be able to add an addendum.

Created 27 Jul 04:31 by Guest

Ledger

0 Needs review
8 Vote

Change Default Insurance payment Type from check to electronic in claims postings

As most payments are now EFT/ERA, changing the default from automatic 'check payment' to 'electronic payment' in enter payment on claims in the ledger module. Thanks!

Created 07 Oct 21:42 by Guest

Billing and Adjustments

3 Future consideration
1 Vote

aging report by patient

The aging report shows the balance pending of the whole family. My request is can there be an option of aging report by patient only. and to add an option to arrange the list (can be hygiene list, unscheduled treatment plans, aging report, any lis...

Created 12 Mar 21:56 by Guest

Ledger

0 Needs review
8 Vote

balance forward date when printing a statement from the ledger

Currently, the only chance to change the balance forward date for a statement if from the billing report screen. It would be helpful to be able to change it when printing a statement from a patient's ledger as well. Often, the beginning of the mon...

Created 20 Sep 18:55 by Guest

Statements

2 Future consideration
4 Vote

Allow editing items in the ledger that are in history with password

It would be helpful to be able to edit items in the ledger after they are moved to history. For example an Insurance that pays and then asks for a refund due to insurance terminating that now needs to be sent to their new insurance. Or being able ...

Created 06 Apr 18:55 by Melissa Ratliff

Ledger

0 Needs review
6 Vote

email credit card receipt

When we process the credit card we want the receipt to be email instead of just printing. Please add the option to email the receipt instead of just the printing . Thank you!

Created 22 Dec 23:00 by Guest

Ledger

1
8 Vote

Dentrix Pay Voided transactions shouldn't show on the depoit slip - unable to balance

when voiding a transaction, it leaves the original payment on the ledger and posts an adjustment, however this leaves the original charge on the deposit slip, making it impossible to balance at the end of the day. There has to be a better way.

Created 06 Sep 17:30 by Guest

Billing and Adjustments

1 Future consideration
4 Vote

Attaching EOB or letter to eStatement

When we send a patient a eStatement, it would be nice to be able to attach the patients EOB since they tend to call and ask questions. This is not efficient. We would like to avoid these calls. A letter would be nice if we are sending to patients ...

Created 28 Mar 13:04 by rachel potts

Statements

0 Needs review