Dentrix Ideas

2 Vote

Payment Notes

Before new update Notes in payment default to automatic open. It would be very helpful if this was an option again as we personally use notes when taking payment from every patient.

Created 23 Mar 17:40 by Tiffany

Ledger

0
1 Vote

create a payment agreement for treatment plan

I think it would be beneficial to be able to create a payment agreement plan for services presented in a treatment plan. I have had several patients asking for a payment plan prior to services being rendered. The Future Due Payment Plan works some...

Created 17 Jan 16:42 by Guest

Billing and Adjustments

0 Needs review
1 Vote

PAYMENT AGREEMENT MULTIPLE ACCOUNTS SAME FAMILY FILE

Look for a way we can set up multiple payment agreements for members of the same family. Feature not available yet.ps

Created 16 Jan 17:16 by Guest

Billing and Adjustments

0 Needs review
1 Vote

Be able to Text Billing Statement

Text Billing Invoice through PowerPay similar to the statement that is emailed

Created 14 Jan 13:37 by Guest

Statements

0 Needs review
1 Vote

Failed Ebill email

If an Ebill statement that was sent via emailed failed...on the ledger it should NOT show as if it was sent!

Created 12 Jan 15:29 by Guest

Statements

0 Needs review
1 Vote

EBill

A report on Failed Emails on EBill so we know who we need to send a statement via EBill or manually from providers office. ALSO even though emailed failed it still shows on ledger that a statement was sent -though it was not

Created 12 Jan 15:21 by Guest

Ledger

0 Needs review
1 Vote

Clarification on how patient was billed on LEDGER

With so many different options to send a statement it would be great if on the ledger it showed: A)Statement mailed from providers office & date B) Statement mailed via Ebill & date C)Statement Emailed via EBill & date

Created 12 Jan 15:19 by Guest

Ledger

0 Needs review
2 Vote

Take off automatic send from e-billing, have cancel button to stop bills from going prematurely

It would be helpful to not have e-bills automatically "send" when you hit enter. The "send" button is highlighted to go if this is done and there is no way to cancel it. It would be better to need to actually click on send so bills do not go prema...

Created 23 Feb 15:30 by Unknown Unknown

Statements

1
2 Vote

Doctor's Walk Out with Payment

Makes it easier for patients with Flex/HSA accounts.

Created 10 Feb 20:40 by Lorita Singh

Ledger

0
2 Vote

Insurance checkout breakdown

We would like to immediately explain the balance owed from a patient in detail (we're not the phone company) w/o having to hunt & peck thru the ledger date by date, claim by claim, etc... (balance from certain date was $2.30 - hold on, let me ...

Created 01 Feb 22:37 by Guest

Ledger

1