Dentrix Ideas

91 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

13 Future consideration
8 Vote

Income Tax Statements

Looking for something much easier to print off a patients payments from a period of time to be used for income tax purposes. The one we use now shows everyone from the family and includes all the insurance payments as well. Other software has the ...

Created 16 Apr 03:10pm by Guest

Ledger

2 Needs review
26 Vote

When posting payment or checkout patient option to email receipt as well as printing.

Most patients want an email receipt vs a printed receipt for visits and payments.

Created 13 Mar 08:44pm by Guest

Billing and Adjustments

4 Needs review
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 09:16pm by Guest

Ledger

1 Needs review
3 Vote

Allow customization of payment type order

Give me the option to change the order of payment types-I'd like to keep the most used together so i dont have to scroll thru alphabetically

Created 31 Jul 05:02pm by Guest

Ledger

0 Needs review
4 Vote

Bolder fonts on ledgers

please make the fonts easier to read at a quick glance. The numbers and the minus sign on the bottom section of the ledger occassionally cause us to misquote.

Created 3 Jul 08:57pm by Guest

Ledger

0 Needs review
5 Vote

Be able to set up a recurrent payment plan with Credit card on file by months or amount

Will be helpful to have an option that allow us to have recurrent payment plan set up with credit cards on file. Example: If pt wants to pay $100 for 6 months with credit card on file on their chosen date. Credit card will automatically run that b...

Created 30 May 04:09pm by Kavita Patel

Billing and Adjustments

1 Needs review
1 Vote

Would like to be able to go to the patient Ledger while on the "Batch Insurance payment" screen

It would be helpful to know, by going to the Ledger, to see if the patient might need a statement sent by checking their balance after posting the payment.

Created 12 Sep 12:22am by Guest

Statements

0 Needs review
1 Vote

Send a billing statement from the batch insurance screen

Been able to send billing statement after you posted and insurance payment form the batch insurance payment screen on the ledger

Created 11 Sep 12:37pm by Guest

Ledger

0 Needs review
4 Vote

Past Due Balance Alerts

Please add past due Balance alerts in order to provide better updates on out of pocket balances due and claims past due.

Created 14 Jun 06:39pm by Guest

Ledger

0 Needs review