Ledger | Dentrix Ideas

5 Vote

payment option- refund to credit card

Sometimes have to refund a patients account on their credit card. Doesn't show in daily totals of credit cards.

Created 25 Jan 17:51 by Guest

Billing and Adjustments

0

4 Vote

Date range for ledger-walkout statements and individual patient ledgers

Patients have asked me to print out a statement showing a certain date when they paid for services for their HSA/FSA. Need to be able to do a date range instead of putting in a date and everything else shows up on the ledger we print out for the p...

Created 20 Oct 00:13 by Guest

Ledger

1

2 Vote

Add option to print submitted claim EOB to either printer or document center or both

At our office our patients are used to getting the EOB after they pay. So we have to now print the EOB from document center which take longer than before when it used to get sent directly to printer. We are located in Canada and sending the claim ...

Created 25 Apr 23:01 by Guest

Ledger

0 Future consideration

1 Vote

Add a separate VIEW OPTION in the Ledger to be able to see the procedures with charges, Insurance and patient payments made for those procedures and balance remaining in separate column rather than view chronologically.

This would really be helpful for non-billing staff to understand at a glance where balances are coming from. If there was a separate view option that they could flip to to be able to see why a patient owes, rather than looking at the ledger as an ...

Created 21 Feb 14:36 by Guest

Ledger

0 Future consideration

Dentrix Ideas

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payment option- refund to credit card

Date range for ledger-walkout statements and individual patient ledgers

Add option to print submitted claim EOB to either printer or document center or both

Organize Ledger Treatment Plan by visit number

Patient balance option

Insurance Credit Card Payment

Itemizing adjustments when entering insurance payments.

Make possible to delete procedures in history

Change Print Order of Fast Checkout

Add a separate VIEW OPTION in the Ledger to be able to see the procedures with charges, Insurance and patient payments made for those procedures and balance remaining in separate column rather than view chronologically.

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Filter by category

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payment option- refund to credit card

Date range for ledger-walkout statements and individual patient ledgers

Add option to print submitted claim EOB to either printer or document center or both

Organize Ledger Treatment Plan by visit number

Patient balance option

Insurance Credit Card Payment

Itemizing adjustments when entering insurance payments.

Make possible to delete procedures in history

Change Print Order of Fast Checkout

Add a separate VIEW OPTION in the Ledger to be able to see the procedures with charges, Insurance and patient payments made for those procedures and balance remaining in separate column rather than view chronologically.