Dentrix Ideas

3 Vote

A list of individual patients that have Credit Balances .

There is not a way to print a list of individual patients that have Credit Balances on their Accounts. Not credit Family Balances, but individual Ledger balances.

Created 09 May 21:41 by Guest

Ledger

1 Needs review
6 Vote

Individual Statement

Allow to make individual statements instead of been for the whole family. Sometimes insurances take too long to pay for the whole family and if one of the members have a balance I want to send a statement.

Created 06 Sep 18:52 by Guest

Statements

0 Future consideration
3 Vote

Month End Close

You should have a selection drop down of which month you want to close - Jan, Feb, etc...not some convoluted 1, 2, 3 do some weird math count back.

Created 04 May 21:45 by April Novak

Ledger

0 Needs review
2 Vote

Split credit card payment between family members using world pay.

Staff would benefit. Less manual entry. Now we cannot split the payment at all!

Created 24 Mar 00:31 by Guest

Ledger

0 Future consideration
2 Vote

Click on claim and it highlights all attached procedures and payments

No description provided

Created 23 Mar 16:42 by Guest

Ledger

1 Future consideration
5 Vote

Email receipt

Would love feature to email receipt to patient instead of printing.

Created 09 Jul 23:37 by Guest

Ledger

5
6 Vote

Adjustments and refunds

We would like the refunds and adjustments to show on the day end deposit slip. Very frustrating that is does not populate.

Created 15 Aug 17:25 by Guest

Billing and Adjustments

0 Future consideration
3 Vote

Accounts with Payment Arrangments

Allow account feature to be added to no statement, no financial charges and no 90 day account past due. These accounts are showing up in our aging report and make our % of overdue accounts especially 90 plus days inaccurate.

Created 21 Apr 15:09 by Guest

Billing and Adjustments

0 Needs review
2 Vote

Archive adjustment types not used

No description provided

Created 16 Mar 11:56 by Guest

Ledger

0 Needs review
1 Vote

BE ABLE TO MODIFY STATEMENTS

Now on the statements the adjustments/credit appears. We don't like that. We prefer to select a visit and show the patient that they responsible for this balance since the insurance did not pay full amount or any reason. The statement is so confus...

Created 09 Feb 15:19 by Guest

Statements

0 Needs review