Dentrix Ideas

1 Vote

Important -Track who posted payment in ledger

Apparently you can not track who posted a payment in the patient ledger! I always assumed you can get that from the audit trail report but apparently it only shows changes or deletions. We should be able to see which staff member posted the paymen...

Created 16 Aug 05:34pm by Guest

Ledger

0 Needs review
2 Vote

Add check number to printed ledger

Patients call at later dates and request a copy of their ledger. They are looking for specific payment info (such as their check number) to turn in to their HSA accounts.

Created 11 Aug 07:55pm by Guest

Ledger

0 Needs review
1 Vote

Naming saved credit cards

In a practice where spouses are separated in financial issues but joined in family file it would be IDEAL to name the saved credit card, as idea as banking accounts where you can nickname the account ie: savings, checking, business, vacation etc...

Created 10 Aug 06:02pm by Guest

Billing and Adjustments

0 Needs review
1 Vote

Allow partial refunds on saved credit cards

We are not able to refund a partial credit on a saved credit card for a patient. This is a FATAL FLAW with the program! Why ask a patient "if we can save their card in case insurance pays more than expected" if we have to turn around and ask the p...

Created 9 Aug 04:57pm by Guest

Billing and Adjustments

0 Needs review
2 Vote

Bulk Check Total

There should be a box when you enter a claim payment that shows the total amount entered for that check number across other claims - then you can verify the accurate total was entered without having to open extra reports.

Created 9 Aug 04:52pm by PB

Ledger

0 Needs review
1 Vote

Default payment type

A way to set your default payment type

Created 9 Aug 01:47pm by Guest

Ledger

0 Needs review
1 Vote

Tax/Discount per patient copay not total cost

I would like to charge a processing fee for patient credit cards based on what the patient copay is. I currently do it manually and add it as an adjustment. I would like the system to be able to do it for me. As it stands right now the feature is ...

Created 4 Aug 02:38pm by Guest

Billing and Adjustments

0 Needs review
3 Vote

Tracking Provider Input on Ledger

I would like to be able to tell which employee entered items on the ledger and who submitted the insurance claims.

Created 3 Aug 06:56pm by Guest

Ledger

0 Needs review
7 Vote

Changing Default options for Payment Screen

In the payment screen it always defaults to "check" as payment option. It would be nice to be able to change this default as needed. Especially in this day in age, there are a lot more payments coming in by way of Credit Card, not check. It would ...

Created 3 Aug 05:51pm by Guest

Ledger

2 Needs review
3 Vote

Finance charge should be calculated 30 days from last payment with a balance

Currently, finance charges are automatically posted on the first of the month regardless of if the patient just made a payment the week before. Or if patients are on a billing/payment agreement paying monthly on a set date that is not the first of...

Created 3 Aug 02:00am by Ellie

Billing and Adjustments

0 Needs review