Dentrix Ideas

1 Vote

More space is needed when writing Billing Statement Note as explaining why bill is being sent.

there is not enough space to explain why billing statement is being sent regarding visit or date of service

Created 05 Nov 19:55 by Jerry G

Billing and Adjustments

0 Needs review
1 Vote

one click email a receipt to a patient

You should be able to quickly email a patient a receipt just like printing one.

Created 04 Nov 17:40 by Angie

Ledger

0 Needs review
1 Vote

Search Payment Window

Please correct the Bank/Branch field so that we can search payment types for this field. It stopped working once we updated to 7.5 and beyond.

Created 01 Nov 15:25 by Jo Lizotte

Ledger

0 Needs review
1 Vote

E-statements Email address

making the return email address for e-statements the office email so the statements do not go in spam folders and allows the patient to reply to the email.

Created 27 Oct 18:05 by Guest

Statements

0 Needs review
1 Vote

Need Payment entered to match Last payment rec'd

When entering a payment and it's split by providers it should match what the last payment line rec'd

Created 26 Oct 19:23 by Guest

Ledger

0 Needs review
2 Vote

Add amount due to the top of statements.

Patients like to tear off the top of statements & file the rest so then do not know the amount they owe. Multiple patients have asked for this.

Created 20 Aug 17:30 by Kelli Meserve

Statements

0
2 Vote

Add printed name on credit card to reporting

This information is helpful to determine if the name on the credit card matches the name of the patient. This helps with fraud investigations and to ensure credits are posted to the correct patient.

Created 12 Aug 17:17 by Guest

Ledger

0
2 Vote

Option for not doing credit/debit adjustments when archiving patients.

This is would be useful because many practices have families that have been patients for 20+ years that have a zero family balance while individuals have a credit or debit balance. As long as there is no family balance many practices do not need t...

Created 05 Aug 15:09 by Guest

Billing and Adjustments

0
1 Vote

Allow Patient and Provider to be selected before posting online payment for G7.6

G7.4 prompted selection of Patient (Guarantor OR family member) and Provider before applying payment via email online payment. G7.6 automatically selects guarantor and does NOT open ledger. This creates more work because now we have to open the pa...

Created 06 Oct 18:54 by Guest

Billing and Adjustments

0 Needs review
1 Vote

ability to edit transactions in history

The ability to edit transactions that are in history

Created 06 Oct 17:14 by Guest

Ledger

0 Needs review