Dentrix Ideas

3 Vote

Billing Statements not only for Guarantors rather for individuals too.

Useful to patients who have insurances that pay partially through insurance and themselves. Useful to patients who have benefits card given from the government and makes its easier for them to interpret what they are paying for.

Created 14 Jun 18:00 by Guest

Statements

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
3 Vote

Guarantor Notes - No character limitation

Would like to see there not be a character limitation when creating "G" notes for a patient. Currently, once the limit is reached the only way to go on is to delete an older note. Many times the note still is relevant and should not be deleted.

Created 07 Jun 18:13 by Michelle Phillips

Ledger

0 Needs review
1 Vote

Ability to see what Staff sent Billing Statement

The ability to see what staff member sent a billing statement, When you open the office journal you can see when a billing statement was sent but it should also have the staff Id who sent it. We want to be able to track that someone is doing their...

Created 11 Feb 22:42 by Guest

Statements

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
4 Vote

When I post a online credit card payment I need to be taken to the pt ledger

When I post a online credit card payment I need to be taken to the pt ledger. E-Central (I think) did this prior to your upgraded Patient Engage program. If I get 10 payments I now have to write the names down or take a pic of the names so I know ...

Created 22 Jul 20:26 by Guest

Ledger

1 Needs review
4 Vote

Remove the need to choose credit or debit when entering an adjustment before adding the amount.

We used to be able to click on adjustment and the window for the adjustment came up. Now you have to choose credit or debit first and then you can add the amount. I find that we will be part way through entering the information and check to see an...

Created 14 Jul 13:57 by Guest

Ledger

1 Needs review
6 Vote

Change posting date for online payments

No description provided

Created 23 Oct 12:44 by Guest

Ledger

0
1 Vote

Batch Ins payment type

The ability to change the batch payment type after the fact. Sometimes the batch payment is accidentally posted as check instead of electronic check. It would be nice to be able to access previously posted batch payments from the batch processes t...

Created 04 Feb 14:57 by Alicia Vogt

Ledger

0 Needs review
3 Vote

Customize office journal

we have in-office codes that we add to the ledger for when a patient cancels or reschedules an appointment but we want it to copy over into the Office Journal as well for reference. Being able to customize what we want the journal to track, or see...

Created 15 May 20:55 by Unknown Unknown

Ledger / Office Journal

0 Future consideration