Dentrix Ideas

93 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
1 Vote

Include payments on deposit slip of archived patients

I have found that if a patient is archived, their payments do not show up on the deposit slip. I need this to show to balance each month after the month end close

Created 14 Nov 08:49pm by Guest

Ledger

0 Needs review
2 Vote

Option to Print Consolidated Payment Receipts via Ledgers

It would be great / more efficient if there was a quick / easy option to print a consolidated payment receipt directly from the ledger - i.e. to reflect the total amount paid within a specific date range for income tax purposes &/or when patie...

Created 23 Oct 08:06pm by Sharman Lewis

Ledger

0 Needs review
3 Vote

Add "after the fact" note button to a closed month procedure so at any date you can make note of a tooth # change

A tooth number was incorrectly put into a limited exam 1/18/24. We close our months out so I can't correct it. BUT!!! There needs to be a place to put a MEMO with the existing code/date/procedure with a ! or something to show a note has been added...

Created 1 Oct 05:41pm by Guest

Ledger

0 Needs review
27 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
12 Vote

automatic post "sent Statement" in Ledger once it is printed or e-billed

No description provided

Created 13 Feb 08:17pm by Guest

Statements

0 Needs review
15 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
4 Vote

Audit individual patient

There should be a way to search an individual patient's history, eg. claims sent or deleted, payments entered or deleted, adjustments made or deleted.

Created 14 Aug 04:39pm by Guest

Billing and Adjustments

0 Needs review
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
4 Vote

Ledger is not updating correctly after the close of month

Ledger is not showing the correct family balances until when update the ledger of the patient this just happen with patients that a positive balance as credit

Created 8 Aug 01:15pm by Guest

Ledger

0 Needs review