Dentrix Ideas

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

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
2 Vote

emailed statements does not match print in office or quickbill statements

we do not work with insurance and have our dentrix system set that way and when statements are printed in office or sent by mail through dentrix quickbill it does not show insurance portions or estimates. estatements does show this information bec...

Created 24 Aug 20:50 by Guest

Statements

0 Needs review
2 Vote

Keep open the provider box in a procedure after month end is closed

Occasionally a procedure gets added and put under the wrong provider and it is noticed after the month end is done. It is grayed out & can't be changed. Can that box be opened and not grayed out, so we can make the changes after month end?

Created 22 Aug 16:31 by Guest

Billing and Adjustments

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
1 Vote

Allow more characters to be typed on statement notes

To print a manual patient specific note on a statement, it literally only allows a sentence and a half. Plenty of room to allow additional text.

Created 03 May 16:49 by Guest

Statements

0 Needs review
6 Vote

Change posting date for online payments

No description provided

Created 23 Oct 12:44 by Guest

Ledger

0
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
7 Vote

DATE RANGE!!-This is NOT the 1st time its been recommended-

WHY THIS Would be useful!...2010- was the 1st time I wrote about this!... NEEDED FOR TAX ES, FSA ,HSA and INSURANCE reimbursement purposes. Date range for ledgers.

Created 05 Feb 21:31 by Guest

Ledger

0 Future consideration
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