Dentrix Ideas

2 Vote

Editing template for payment agreements notes default

It'd be helpful to be able to edit the payment agreement notes default to be able to add in statements such as.. 'If your payment is declined you will be charged $(X).' to print onto a patient's signed agreement and not have to type it in each tim...

Created 19 Aug 21:19 by Guest

Ledger

0 Future consideration
2 Vote

Two billers on same account

If a child in a family grows to become an adult (living on his/her own) but is still under the parent's insurance plan, there should be an option to have them billed separately without separating accounts. This way it shows the person has a whole ...

Created 19 Aug 14:11 by Laurel M.

Billing and Adjustments

0 Future consideration
1 Vote

Change the way prior balance works to not look forward pas the date of the walkout

No description provided

Created 25 Mar 13:52 by Guest

Ledger

0 Needs review
1 Vote

We would like to suggest in the ledger being able to change the colors of sub types.

We are wanting to add a new color in our ledger under Credit Adjustments. We want to change the color of one of the subtypes, for instance; having the debit adjustments in a different color so it will be easier to identify when glancing at the led...

Created 24 Mar 20:06 by Guest

Billing and Adjustments

0 Needs review
1 Vote

Individual Statement

Even if patient has a whole family we should be able to send out indivdual statement per person. Without showing the full balance.

Created 24 Mar 00:11 by Guest

Statements

0 Needs review
1 Vote

Automatic posting (to patient ledger) of recurring credit card payments

We have monthly recurring credit card payments set up for a large number of patients, but we have to manually post each payment to every patient's ledger - usually around 150. An auto-posting of recurring payments would save us a tremendous amount...

Created 23 Mar 18:55 by Guest

Ledger

1 Needs review
1 Vote

credit transfers

A report showing who made credit transfers to accounts would be very useful.

Created 22 Mar 15:03 by Guest

Billing and Adjustments

0 Needs review
2 Vote

Ledger allocate line items with payments & adjustments

When payments or adjustments in the ledger, it should go under the treatment date line item. Then each balance owing would show under the appropriate treatment date, and all of the corresponding transactions listed under it. The ledger is a mess w...

Created 07 Aug 19:26 by Guest

Ledger

0 Future consideration
2 Vote

Like to create a report of patient's balances

I'd like to be able to create a report showing all patients balances. This way you could easily be able to see who's late, who you may want to send another statement to, etc.

Created 06 Aug 13:58 by Guest

Statements

1 Future consideration
1 Vote

Apply Offset Adjustments when splitting family members

Prior to update, when you would split a family member it would automatically adjust balances to zero out accounts. Now it does not, and you have to manually go in and make adjustments to not have the family members have a credit.

Created 17 Mar 16:16 by Guest

Billing and Adjustments

0 Needs review