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Patient name changes should not apply retroactively to old ledger entries. Names should be locked down to reflect name at time ofprocedure
Patient name changes should not apply retroactively to old ledger entries. Names should be locked down to reflect name at time of procedure/entry. If Jane Doe got married in Jan 2016 then all her old ledger entries should still be Jane Doe not Jan...
Created 09 Jul 04:17 by Guest
Ledger
1
Future consideration
2
Vote
Dentrix Pay processing cc when entering virtual credit card payment from insurance claim payment screen
In order to process an virtual insurance credit card payment, multiple steps are required and entries to the ledger are confusing to patients. When entering a virtual credit card payment when posting to the enter insurance payment for a claim the ...
Created 03 Jun 21:37 by Joseph Battaglia
Billing and Adjustments
0
Needs review
120
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 09 Jul 04:15 by Guest
Clinical / Ledger
14
Future consideration
14
Vote
to be able to print a start date and end date for patient ledger rather than inputting a specific date and everything proceeding printing as well
No description provided
Created 28 Nov 21:16 by Guest
Ledger
1
Needs review
1
Vote
Stop changing codes for additional teeth!
Every time I post a patient out for tissue grafting, the codes are changed when they should not be. For instance, D4273 and D4275 in the same quadrant should both be first tooth.
Created 14 Jun 15:52 by Guest
Billing and Adjustments
0
Needs review
3
Vote
Allow notes to be added or adjustment types modified on patient payments or adjustments after the month has been closed out.
Useful for front office to track/read balances or credits when billing can go back and add or correct notes and adj types when needed.
Created 10 May 20:10 by Guest
Billing and Adjustments
0
Needs review
102
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 09 Jul 04:52 by Guest
Ledger
16
Future consideration
3
Vote
Ledger summary by appointment
It would be nice to be able to print out a single DOS with the corresponding insurance payment and the patient payment
Created 07 May 23:47 by Guest
Ledger
0
Needs review
4
Vote
Statements
All billings should automatically print husband and wife on the address bar on statements. We spend too much time explaining why the other name does not appear on the statement when the actual charges may be the other family member rather than the...
Created 18 Apr 17:08 by Unknown Unknown
Statements
0
Needs review
3
Vote
Billing by patient, not head of household. Give us a choice please
Patients get frustrated when the HOH receive their statements.
Created 02 May 20:49 by Guest
Statements
1
Needs review
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