Dentrix Ideas

4 Vote

Provider Credit Balance Filter

When running the Provider Credit Balances Manager it would be VERY helpful and streamlined if when looking at only accounts with a credit balance, ONLY accounts that need allocated would show up on the report. I run this report weekly and accounts...

Created 18 Mar 06:45pm by Christy Whalen

Ledger

0
1 Vote

Annual Payment Agreement

There is no "annual" billing option when setting up a payment agreement. Anyone who has an "in-house" membership or payment alternative can use this option.

Created 18 Mar 06:41pm by Guest

Billing and Adjustments

0
2 Vote

Fix issue of batched statements not saving to document center

In the past, batched statements saved to the document center. They haven't for a year now! The only time they will save is when you do a single statement. It is nice to refer back to. The documentation is needed if you send a patient to collections.

Created 17 Mar 09:39pm by Guest

Statements

0
1 Vote

Creating Statements for specific Transactions selected

we have people who forget cards and pay different days and need the service + payment for fsa/hsa card info

Created 16 Mar 08:47pm by Guest

Ledger

0
1 Vote

I would like to run a year to date report on total write-offs

The benefit of this is for year-end tax reporting.

Created 15 Mar 09:28pm by Guest

Statements

0
1 Vote

Print Patient Ledger for requested start and end dates

No description provided

Created 15 Mar 05:05pm by Guest

Ledger

0
1 Vote

I need to be able to print a list of statements sent/not sent through epay. This went away with the newest update

No description provided

Created 11 Mar 09:27pm by Na Xu

Statements

0
1 Vote

Making selecting and switching patients easier.

Would like a feature which allows us to select multiple patients in the ledger, or creates an easier process for switching between patients back and forth, which saves changes we are making. Compared to how browser sessions work, if we were able t...

Created 9 Mar 05:24pm by Unknown Unknown

Ledger

0
1 Vote

Allocating discounts properly to the clinical staff that did the services for that day

Right now the "allocate credit balances" is the only way for us to correct payments that have went to certain providers but should have been allocated to others. BUT, if a patient gets a discount ( ex. non-insured % off each visit) the discount is...

Created 8 Mar 07:40pm by Monica

Ledger

0
4 Vote

INSURANCE SHOWN IN PATIENT LEDGER

In the bottom of ledger, where it shows balance info, aging, patient, family insurance portion - it would be nice to see the patients insurance name listed somewhere in the ledger...

Created 6 Mar 08:01pm by Guest

Ledger

1