Dentrix Ideas

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
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
1 Vote

Please include a way for walk out statement to be printed with a certain date

for FSA purposes patients have us print a walk out statement with codes and fees but they do not include the payment and if I do a regular billing statement it shows the whole family and they prefer not to include that. Please add a report that we...

Created 28 Mar 22:03 by Guest

Statements

0 Needs review
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
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
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
4 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 14:45 by Guest

Ledger

0 Needs review
6 Vote

eStatement / Quickbill Payment - allow for adjustment of posted date in ledger to match the other batched credit card actvitiy

When processing the eStatement / Quickbill payment into the ledger, the posted date may not match the date of the payment made by the customer. Need to allow for adjustment of the ledger posted date to match the other credit card activity for that...

Created 11 Nov 16:49 by Andrea

Ledger

0
4 Vote

Debit Adjustments (i.e., Patient Refunds) need to decrease Production Charges

There needs to be a way to subtract Debit adjustments amounts from the Production Charges. The most common are NSF Cheque Returns and Patient Refunds. In Canada, Dentists always pay taxes on their Production Charges (not on collections). When a...

Created 09 Mar 23:10 by Guest

Billing and Adjustments

0 Needs review
4 Vote

Assign a color to pop up alerts

It would be beneficial to differentiate between pop up information. Front desk would benefit for financial pop up, clinical would benefit for a medical pop up- if different colors could be assigned.

Created 08 Mar 15:04 by Guest

Ledger

0 Needs review