Ledger | Dentrix Ideas

1 Vote

When sending an individual statement from ledger, add option to change the date you want to start statement from, its available for patient transaction print but not statements

There are many times someone wants a statement for a certain date start/end, would be more convenient, the ledger transactions print outs are not a statement.

Created 16 Oct 14:18 by Guest

Statements

0 Needs review

7 Vote

When printing a patients ledger, remove internal adjustments for allocation/credit/debit from showing. Confuses patients.

When patients want a printed ledger for end of year of for their hsa, I would like it to print without the internal adjustments for allocation/credit/debit showing on it. It confuses the pt and makes us look shady.

Created 20 Feb 17:48 by Guest

Ledger

0 Needs review

1 Vote

Add Fees Automatically to the statements

I definitely want to be able to every month add a service fee to every statement that goes out.

Created 04 Nov 18:41 by Guest

Statements

0 Needs review

2 Vote

Automated reminders within Quick Bill Premium

Automated statement reminders within QuickBill Premium would be helpful so the statement doesn't remain in a stagnant "delivered" status until the next billing cycle. This would help reduce aging balances.

Created 17 Sep 15:02 by Erin

Statements

0 Needs review

48 Vote

Easy button to Email Receipts/walk out statements to patients instead of printing

Many of my patients are requesting that we email their receipts instead of printing. Great idea to save paper. Would also be nice to easily email patient ledgers for end of the year requests for taxes.

Created 15 Nov 16:21 by Guest

Ledger

6 Future consideration

9 Vote

Make ledgers easier to read

Ledgers are very "busy" & hard to read due to the line height / font size etc - Please adjust - Thank you!

Created 23 Oct 20:14 by Sharman Lewis

Ledger

0 Needs review

Dentrix Ideas

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Electronic statement enhancement request

Remove limit on procedure amount

SINGLE STATEMENTS

automatic post "sent Statement" in Ledger once it is printed or e-billed

When sending an individual statement from ledger, add option to change the date you want to start statement from, its available for patient transaction print but not statements

When printing a patients ledger, remove internal adjustments for allocation/credit/debit from showing. Confuses patients.

Add Fees Automatically to the statements

Automated reminders within Quick Bill Premium

Easy button to Email Receipts/walk out statements to patients instead of printing

Make ledgers easier to read

Filter by status

Filter by category

Identify yourself with your email address

Electronic statement enhancement request

Remove limit on procedure amount

SINGLE STATEMENTS

automatic post "sent Statement" in Ledger once it is printed or e-billed

When sending an individual statement from ledger, add option to change the date you want to start statement from, its available for patient transaction print but not statements

When printing a patients ledger, remove internal adjustments for allocation/credit/debit from showing. Confuses patients.

Add Fees Automatically to the statements

Automated reminders within Quick Bill Premium

Easy button to Email Receipts/walk out statements to patients instead of printing

Make ledgers easier to read