Dentrix Ideas

1 Vote

Payment agreements for specific patient, not whole family

There should be the ability to set payment agreements to a specific member of the family, rather than the whole family. I do not want to have to split a member out of the family especially if they are on the parent/spouse's insurance. If Dentrix d...

Created 13 Jan 21:52 by Cathy Shen

Ledger

0 Needs review
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

Aging report balances between insurance company balance and patient balance

It would be very helpful on Aging report to separate what is outstanding from insurance company and what is owing by the patient. This would be useful to the admin team.

Created 02 Mar 15:40 by Guest

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
1 Vote

ability to print out walk out receipt from previous days

No description provided

Created 11 Jan 18:26 by nadia smith

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
2 Vote

Total of amount paid on year end ledger

Every year patients ask for a printed ledger with year end total of what they paid for tax purposes.

Created 23 Feb 17:43 by Unknown Unknown

Ledger

1 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
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
1 Vote

showing the patient's date of birth & the name of insurance in the ledger + history screen.

No description provided

Created 05 Jan 16:52 by John Whitman

Ledger

0 Needs review