Dentrix Ideas

611 Vote

More note text for billing statements

Increase the character number limit for the billing statement note text (for all billing statements and for individual account billing statement note) and allow the longer note to be printed on the billing statement. [152527]

Created 9 Jul 04:56am by Guest

Patient Forms / Statements

46 Likely to Implement
543 Vote

ledger - Walk out statements and Health Saving Accounts

We have been having a lot of trouble with flex spending and Health Saving accounts accepting our walk out statements. I spoke with a representative last week who informed me the reason they will not accept them is because it says "Billing Date" in...

Created 9 Jul 04:23am by Guest

Ledger / Patient Forms / Statements

69 Likely to Implement
1 Vote

statements sent to patient on ledger not head of household

Be able to use quickbill to send statement to patient from ledger not sent to head of household.. Married couples don't always share money and bills we should be able to send to a specific person on family file and not just head of house hold. Or ...

Created 26 Jan 07:36pm by Guest

Statements

0 Needs review
1 Vote

Billing statements

With the new update I am unable to uncheck print practice information on my billing statements. I have pre-printed statements and need to be able to un-check this like I have for the last 9 years. Please fix this in the next update.

Created 25 Jan 05:30pm by Guest

Statements

0 Needs review
248 Vote

Individual Patient billing type and individual statement

Allow the practice to assign a different billing type for a member of the family, and to be able to run billing statements and walkout statements by individual patients.

Created 9 Jul 04:54am by Guest

Billing and Adjustments / Statements

49 Likely to Implement
228 Vote

Customize billing statements

Allow the practice to customize billing statements. For example: option to omit the patient chart number; include or hide certain transaction types; change any of the wording (e.g. Balance Forward, Finance Charge); add any wording; change size of ...

Created 9 Jul 04:53am by Guest

Billing and Adjustments / Statements

57 Likely to Implement
170 Vote

Customize walkout statements

Add options to customize the walkout statements. Options to exclude insurance estimates, print with estimate of balance due for next appointment, hide fees and print total at bottom, print out alternate codes. Sort options for procedures. Include ...

Created 9 Jul 04:48am by Guest

Billing and Adjustments / Statements

25 Planning to Implement
157 Vote

List billing statements sent with transactions

Option to include a line for each time a billing statement has been generated for the account, within the ledger, listed with transactions; with an option to view the billing statement from the Ledger, also show journal notes in the ledger.

Created 9 Jul 04:52am by Guest

Billing and Adjustments / Statements

30 Planning to Implement
154 Vote

Finance charge option: skip if claims pending

When applying finance charges, give option to skip accounts or to portion of an account balance where there is an outstanding insurance claim pending payment. [199]

Created 9 Jul 04:54am by Guest

Billing and Adjustments / Statements

5 Likely to Implement
89 Vote

Default "balance forward" date for billing statements

Add the ability to specify the "balance forward" date on the Billing Statement; a relative time period, instead of always defaulting to 1 month ago. For example: 3 months, etc.

Created 9 Jul 04:53am by Guest

Statements

13 Planning to Implement