Dentrix Ideas

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
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
3 Vote

Update fees on scheduled patients and pte

After updating a fee schedule, the fees for the patients already scheduled do not get updated, previous fees are set complete.

Created 02 Jul 21:02 by Lynn Lavigne

Ledger

1 Needs review
6 Vote

Separate the insurance portion from the patient portion on the ledger

It would make it a lot easier to know what a patient owes verses what the insurance owes on a running balance.

Created 19 Jan 22:51 by Guest

Ledger

0 Needs review
3 Vote

Font options for ledger view and payment posting

I have prescription glasses and cannot read the ledger or the payment screen without straining. I have adjusted my font in the appointment book so that is no longer a problem there. Font size options should be a must for all other screens as well ...

Created 25 Jun 15:43 by Guest

Ledger

0 Needs review
1 Vote

Changing Statement Date

Would be nice for us to be able to edit the range manually when printing single statements. They do not copy to the document center when you print a batch statement and so when printing a single statement it would be nice to show a couple months p...

Created 10 Oct 14:37 by T. Schneider

Billing and Adjustments

0 Needs review
1 Vote

Move "claim partially paid" button

If you double click on "add/edit status" button, it opens the claim status note window and clicks the "claim partially paid" button - can it be moved so it doesn't overlap/it isn't mistakenly clicked? Or make the "add/edit status" button need to b...

Created 08 Oct 16:36 by PB

Ledger

0 Needs review