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
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
6 Vote

Allocated Transfers on Walkout

Please make a way to remove the allocated transfer balances so that they will not show up on the Patient's walkout. As the patient does not understand these.

Created 16 Sep 14:16 by Guest

Ledger

0 Future consideration
2 Vote

Archive adjustment types not used

No description provided

Created 16 Mar 11:56 by Guest

Ledger

0 Needs review
2 Vote

Automatically Allocating Balances

Instead of manually allocating debit and credit adjustments for a family ledger, Dentrix should be able to run a utility report to allocate automatically all ledgers that are unbalanced.

Created 15 Mar 19:00 by Guest

Billing and Adjustments

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

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
5 Vote

Email receipt

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

Created 09 Jul 23:37 by Guest

Ledger

5
2 Vote

calculated transaction fee

We'd like to charge a 3% fee for credit card transactions. It would be nice if Dentrix had a feature that would add a calculated fee like the one that does a discount for clergy or cash.

Created 09 Mar 17:03 by Guest

Billing and Adjustments

1 Needs review
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