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Report to show payments received in the first couple months of the year are from previous year or present year
This report would be helpful when there is a tax id change.
Created 05 Feb 17:50 by Guest
Billing and Adjustments
0
Future consideration
2
Vote
Two different cards for auto payment plan
I have a patient who wants to use different cards on different days for her auto payment plan.
Created 05 Feb 17:43 by Guest
Billing and Adjustments
0
Future consideration
2
Vote
Submit Payment note box, default to open
When using Rectangle Health, in order for the Transaction ID to auto populate in the "Note" box, it must be open. Before the G7 update it was already open when we opened the "submit payment" box. After G7 it is automatically closed. I called Dentr...
Created 30 Jan 16:37 by Guest
Ledger
0
Future consideration
1
Vote
Add Debit adjustment on dos
I have a situation where a dos was paid by GEHA insurance and it was processed on pt ledger. Turns out pt had another insurance as primary (Anthem) I was not able to open the dos and do a debit adjustment/insurance refund so that it reflected on t...
Created 28 Apr 19:34 by Unknown Unknown
Ledger
1
Needs review
2
Vote
Templates for Guarantor Notes
It would be really useful to have templates for the guarantor notes. Our office sends several hundred statements each month and each account is reviewed/notes made - if we had the option to set up templates like we do for chart notes, it would sav...
Created 21 Jan 19:23 by PB
Statements
0
Future consideration
1
Vote
Quick Key for Adjustments
Add a quick key to enter an adjustment on a patients ledger. For example you can use F2 to search for a different patient. Why not use F3 to make an adjustment
Created 20 Apr 15:27 by Guest
Billing and Adjustments
0
Needs review
1
Vote
Simplify sending single statements
Please give the option of not having to close the pop up after each individual statement is sent. We do monthly statements but then we also send out a statement after we close a ins claim and there is a balance. This can be up to 100 statements a ...
Created 15 Apr 18:01 by Guest
Statements
0
Needs review
1
Vote
Able to post procedures without completing appointment
Currently when a scheduled appt is completed via the 'Post/Set Complete' tab, it grays out the appt on the schedule. Needs to be a way not to 'complete' or gray the appt until front office has confirmed services are correct, provider is correct an...
Created 14 Apr 22:13 by Guest
Ledger
0
Needs review
1
Vote
A report to see the top 1000 patients (by amount spent) over the last few years.
No description provided
Created 12 Apr 21:44 by Guest
Ledger
0
Needs review
1
Vote
Alphabetize procedure codes
Hello, there is currently no way to alphabetize the verbiage of the procedure codes. i.e "bridge seat, waterpik, toothbrush, etc". It would be helpful when checking out to have them alphabetized. Thanks!
Created 07 Apr 16:37 by Guest
Ledger
0
Needs review
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