Dentrix Ideas

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
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
10 Vote

When sending an individual statement from ledger, add option to change the date you want to start statement from, its available for patient transaction print but not statements

There are many times someone wants a statement for a certain date start/end, would be more convenient, the ledger transactions print outs are not a statement.

Created 16 Oct 02:18pm by Guest

Statements

0 Needs review
5 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

1 Needs review
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
1 Vote

Statements to include aging AND services rendered

instead of just saying "30 days overdue" and not explaining what the amount is coming from, put services rendered so patient are aware of what it is for.

Created 18 Apr 01:54pm by Guest

Billing and Adjustments

0 Needs review
2 Vote

Convenience Fee for Credit Cards

We would like to start adding a 3% convenience fee for all patients who pay by credit card. There is no easy way to do this in Dentrix. Heard from several OM that they add in debit adjustments and then remove is patient pays by check. I don't trus...

Created 25 Mar 08:04pm by Guest

Billing and Adjustments

0 Needs review
1 Vote

Add An audit trail report feature in the ledger, this should track who added a or posted certain procedures

No description provided

Created 17 Apr 08:39pm by Guest

Ledger

0 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
4 Vote

Add discount to treatment plan

Adding a discount to the treatment plan with a percentage will be more helpful.

Created 28 Jan 07:02pm by Gourgen Almasi

Ledger

0 Needs review