Dentrix Ideas

92 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 09 Jul 04:53 by Guest

Statements

13 Future consideration
1 Vote

isolating statements based on a specific ledger selection

We have patients call all the time who want billing statements from previous dates of service to turn in to HSA and FSA companies for reimbursement. The companies are getting stricter, and some will no longer accept a ledger printout for the dates...

Created 29 Oct 15:13 by Guest

Statements

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 20:44 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 20:17 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 21:16 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 16:39 by Guest

Billing and Adjustments

0 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 08 Aug 13:15 by Guest

Ledger

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 15:10 by Guest

Ledger

2 Needs review
4 Vote

when 2 credit cards are used on the same account on the same day, be able to print and show 2 payments

No description provided

Created 31 Jul 17:49 by Guest

Ledger

0 Needs review
4 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 17:02 by Guest

Ledger

0 Needs review