Dentrix Ideas

13 Vote

DEFAULT - "Apply to Payment Agreement"

I highly advise setting up a preference option to default "Un-Check" the "apply to payment agreement," box. When we have ortho patients signed into a payment agreement (who are also seen for regular check ups), if they owe a difference for their c...

Created 6 Feb 04:03pm by Guest

Ledger

5 Future consideration
12 Vote

Need to add QR Code to paper statements for Online Payments

Many patients are asking to pay their bill online. We need to add our QR code to paper statements for this to happen and it doesn't allow this. We already have a click to pay for email statements, but some patients still receive statements by mail.

Created 6 Apr 09:47pm by Candi Clayton

Statements

0 Needs review
12 Vote

Separate ortho max from regular max so we can give accurate estimates if pt has treaments done during ortho.

No description provided

Created 6 Oct 11:57pm by Guest

Ledger

0
12 Vote

QR Code added on Billing Statements

It would be easier & more efficient to have patients use a QR code on the billing statements to pay their balance .

Created 7 Jul 08:44pm by Guest

Statements

1
12 Vote

Make Invalidated Procedures a different color in the ledger! Please!

The difference between the tiny star and tiny plus sign is hard to distinguish when not looking for an invalidated procedure specifically. It is troublesome to look at the ledger for a quick glace at historical procedures and to have to check for ...

Created 30 Sep 02:33pm by Guest

Ledger

2
11 Vote

Ability to print statement with custom date parameters

Patients often request custom dates of transactions. Currently that is not doable through the print feature with either transactions OR statement.

Created 23 Jan 09:56pm by Vicki Neve

Statements

0 Needs review
11 Vote

Print Income Tax Receipt

The option now is not an Income Tax Receipt. It should show only payments made by the patient throughout the tax year. Not the adjustments, treatments, ins. payments, etc.

Created 8 Jan 06:50pm by Guest

Statements

0 Needs review
11 Vote

Need start AND end date for printing ledger transactions.

Need start AND end date for printing ledger transactions.

Created 12 Dec 07:44pm by Guest

Ledger

1 Needs review
11 Vote

Print Statements for Patient, Not Guarantor

We would like to send physical mail directly to the patient, NOT the guarantor. How is there not an option to use the patient's name for statements? I think it would be a useful addition. Every time we print, it only adds the guarantor's name to t...

Created 13 May 04:29pm by Guest

Statements

0 Needs review
11 Vote

Email receipt feature from the patient ledger

We are now in 2023, we need to keep up with the technology. A lot of patients request their walkout statement to be sent directly to their email. We do not have this feature at the moment. We can but it requires a lot of steps. Electronic billing ...

Created 20 Oct 01:21pm by Kristle

Ledger

0 Needs review