Dentrix Ideas

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 6 Aug 01:58pm by Guest

Statements

1 Future consideration
2 Vote

when posting payments it should post automaticaly to the oldest outstanding balance and provider

it would be nice if the system automaticaly posted to the proper producer and oldest balance etc. then we wouldnt have to work so hard especially with multiple dr practices to post payments to correct drs and producers

Created 31 Jul 11:41pm by Guest

Ledger

0 Future consideration
2 Vote

Flagging past due balances in the ledger

It would be really helpful if the bottom of the ledger where the family balance is displayed would show up red if there is a past due balance. It can be hard to catch if a different family member is in or if there is other treatment already posted...

Created 31 Jul 07:45pm by Guest

Ledger

0 Already exists
2 Vote

Next appointment show on statement or as a field to not print statement if appt within the week

Able to hold a statement from going out if patient has upcoming appointment

Created 29 Jul 06:19pm by Guest

Billing and Adjustments

0 Future consideration
1 Vote

fluoride/sealants coverage on the ledger

to show fluoride coverage with frequencies and age limits on the ledger when it gets posted we always have to guess if its covered due to frequencies and age limitation, same for sealants

Created 9 Jun 05:46pm by Guest

Ledger

0 Needs review
2 Vote

Make bulk payments easier!!

When we are in batch insurance payments, we have no access to view the ledger to research patient balances. over payments ect. It would be nice to be able to do a batch insurance payment and still go through the ledger!

Created 24 Jul 05:50pm by Guest

Ledger

0 Future consideration
2 Vote

Statements for Claims Closed

Generating patient statements for only claims closed if account has an additional claim that is still open. Thus the patient can pay their co-payments on closed claims or utilize flex monies.

Created 23 Jul 02:46pm by Guest

Statements

0 Future consideration
1 Vote

Statement

It would be nice to be able to view in the ledger when a statement is printed so we can keep track easier of how many statements a patient has received.

Created 6 Jun 06:08pm by Guest

Statements

0 Needs review
2 Vote

auto populate statement sent onto ledger when sent electronically

When you send a Billing Statement it would be great if it posted to the ledger automatically, rather than having to make up a code and document each one individually.

Created 18 Jul 10:17pm by Guest

Statements

0 Future consideration
1 Vote

A list that shows who has paid online

Tracking and reporting purposes.

Created 1 Jun 06:48pm by Guest

Ledger

0 Needs review