Dentrix Ideas

3 Vote

would love to see an END date on a ledger - So there is an easy way to print a ledger for a Pt within a specific date range >> EX 1/1/2024 to 12/31/2024

would love to see an END date on a ledger - So there is an easy way to print a ledger for a Pt within a specific date range >> EX 1/1/2024 to 12/31/2024 - People are requesting for billing and tax purposes

Created 27 Jan 09:42pm by Guest

Billing and Adjustments

0 Needs review
1 Vote

we need text to pay to be 48 hours not 10 min.

No description provided

Created 28 Feb 03:04pm by Guest

Statements

1 Needs review
122 Vote

Completing appointment without Clinical Note

We should NOT be able to "gray out" or complete the appointment on Appointment Book View if 1) insurance has not been batched for the day and 2) if No clinical note was signed.

Created 9 Jul 04:15am by Guest

Clinical / Ledger

14 Future consideration
3 Vote

Add a down payment field to the payment agreement form.

Field is helpful as it will deduct from the total agreed amount and it can coincide with the agreement date.

Created 23 Jan 03:16pm by Guest

Billing and Adjustments

0 Needs review
28 Vote

BALANCE FORWARD=ANGRY PATIENTS

I have seen multiple requests for the Balance Forward on our statements to be be changed to something that makes more sense. PLEASE make our statements easier for the patients to read and for us to explain. Make it make sense! Every time we send o...

Created 1 Nov 03:03pm by Guest

Statements

6 Needs review
8 Vote

Make ledgers easier to read

Ledgers are very "busy" & hard to read due to the line height / font size etc - Please adjust - Thank you!

Created 23 Oct 08:14pm by Sharman Lewis

Ledger

0 Needs review
105 Vote

Split adjustment (the same as split payment)

Split adjustments in the same way that payments can be split. Allow adjustment amounts to be split among provider and family member balances.

Created 9 Jul 04:52am by Guest

Ledger

16 Future consideration
94 Vote

Default "balance forward" date for billing statements

Add the ability to specify the "balance forward" date on the Billing Statement; a relative time period, instead of always defaulting to 1 month ago. For example: 3 months, etc.

Created 9 Jul 04:53am by Guest

Statements

14 Future consideration
6 Vote

Ledger+History view only, never just Ledger

It would be lovely if the Ledger view was always and forever the Ledger+History view only and never just Ledger. I cannot think of a purpose to ever have the --- Patient Balance Forward --- view.

Created 30 Oct 04:56pm by Guest

Ledger

1 Needs review
1 Vote

need to filter by Provider in reports

We should be able to filter by Provider on all reports. My clinic have 4 doctors using their own tax ID.

Created 21 Feb 07:33pm by Guest

Ledger

0 Needs review