Dentrix Ideas

11 Vote

Email receipt feature from the patient ledger

We are now in 2023, we need to keep up with the technology. A lot of patients request their walkout statement to be sent directly to their email. We do not have this feature at the moment. We can but it requires a lot of steps. Electronic billing ...

Created 20 Oct 13:21 by Kristle

Ledger

0 Needs review
47 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

5 Future consideration
1 Vote

Add additional filtes for the ledger page

When auditing an account, the filter to show linked transactions is great. I would be awesometo have additional filters to view only adjustments, only pmts, only charges and also only invalidated items.

Created 16 Oct 21:14 by Jerri Haack

Ledger

0 Needs review
1 Vote

Statements- Now on bottom is prior balance, current charges new balance , Should also add outstanding ins. and amount due of at least the prior balance.

Patients get confused with these billing statements, there is not an amount due clearly on the statement. Definitely need this to eliminate many phone calls and confusion.

Created 16 Oct 14:35 by Guest

Statements

0 Needs review
1 Vote

Add onto ledger , dates statements sent for easy view

To view on ledger when a patient has a question about a statement received you can view when sent and review what procedures were on it and what if any were after it was sent and if payment was received after it was sent and before it was received...

Created 16 Oct 14:08 by Guest

Ledger

0 Needs review
14 Vote

Be able to change/increase the size and font on the ledger

It would be easier to read without changing the resolution of the computer as whole. If you can change it on the appt screen why not the ledger.

Created 04 May 16:00 by Guest

Ledger

1 Needs review
4 Vote

Past Due Balance Alerts

Please add past due Balance alerts in order to provide better updates on out of pocket balances due and claims past due.

Created 14 Jun 18:39 by Guest

Ledger

0 Needs review
3 Vote

please allow more space in the Account Notes section

for longtime patients (15-20 years with our practice) we often run out of room in the Account Notes section - it would be great if that space could be expanded

Created 24 Jul 14:03 by Guest

Ledger

0 Future consideration
1 Vote

Add the ability to read the ledger notes to people without granting them adjustment permissions.

There is no ability for people without adjustment rights to read the notes being left on the ledger. This inability to read notes renders them useless.

Created 14 Oct 20:29 by Guest

Billing and Adjustments

0 Needs review
1 Vote

print receipt for cash payments

It would be very helpful to be able to print a receipt for a cash payment instead of a walk-out. It saves time and steps for busy offices

Created 14 Oct 17:46 by Unknown Unknown

Ledger

0 Needs review