Dentrix Ideas

1 Vote

Balancing Batch Payments when adding additional payment

The issue is with "partial payments" in the ledger under "Batch Insurance Payments". When I entered the "additional payment" today (January), the final tally of the payments included the payment from October.......so there was no way I could balan...

Created 06 Jan 17:46 by Nelle Pedersen

Billing and Adjustments

1
1 Vote

Export Daysheets into Excel/CSV format

Our bookkeeper has asked for Daysheet reports to be exported into Excel/CSV for more streamlined accounting for her & her team. If there is a way to customize those reports, such as generating a Deposit Slip for the month, then breaking paymen...

Created 05 Jan 14:42 by Guest

Ledger

0
1 Vote

Changing info on Patient/Family Ledger

Currently, when we print a ledger for our patients and their families, it shows our clinic name, but no other information. It would be helpful to the patient and the insurance companies they work directly with to have more specific information ava...

Created 29 Dec 16:52 by Guest

Ledger

0
1 Vote

Change code in ledger, keep fee entered

Hard to explain, but if a code is already added into the ledger and you change it to something else, it automatically defaults to the fee for that code instead of the fee you enter. Hoping there is a way the fee entered can be updated with the cod...

Created 27 Dec 18:39 by PB

Ledger

0
1 Vote

List any upcoming appointments on the statement submission screen

On the electronic statement submission screen, ADD a column for the next scheduled appointment for the family. I always have to check before I send a statement. If there is an upcoming appt, we collect any balances in person and then they get a st...

Created 16 Dec 18:29 by Lindsey Hansen

Statements

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1 Vote

Display doctor's names on separate lines when labeled on statements.

Display different doctor names on separate lines when labeled on statements. Currently it breaks it up where part of the second doctor's name is labeled on the first line and the rest on the second line. Would look more aesthetically pleasing on s...

Created 13 Dec 14:38 by Guest

Statements

0
1 Vote

Specify if it was and emailed statement or mailed statement sent on journal

It would be nice to be able to see what type of statement was sent (emailed or paper ) when it gets added to the journal and / or document center.

Created 09 Dec 22:14 by Guest

Statements

0
1 Vote

Individual Statements based on date range

In the ledger, need a billing or walkout statement that prints individual family members based on a date range. Need this for FSA/HSA admin. who distribute payment to patient based on health care received.

Created 06 Dec 19:32 by Steve Shetty

Statements

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1 Vote

Family & Patient Ledger Patient Pay During Select Time Period

For tax purposes, patients call during tax season for the previous years' out-of-pocket spending. There should be a report to run for each patient and/or family with the total during a selected date range. Other software systems have this option. ...

Created 10 Nov 22:21 by Chelsea Drilling

Ledger

1
1 Vote

New Adjustment category

Add a third adjustment category that's specific to production only, for accounting purposes. When making this adjustment, it will show up on the daysheet as a different category, rather than a -,+

Created 10 Nov 21:45 by Kendall Ybarra

Billing and Adjustments

0