Dentrix Ideas

622 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
559 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
19 Vote

Need an easy way to print ledger for a specific date range with a chosen START and END date, patients always request this for their taxes.

This would help the staff to print out the ledger for a calendar year, showing total of charges, discounts or write-offs, insurance payments and patient payments. We have about 100 patients each year that request this for their taxes. Our old soft...

Created 4 Apr 09:23pm by Guest

Statements

3 Future consideration
253 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
5 Vote

Need to be able to print a partial billing statement for one family member when all claims are received in for that particular pt

No description provided

Created 2 May 04:18pm by Guest

Statements

0 Needs review
234 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
174 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 Likely to Implement
160 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 Likely to Implement
3 Vote

Adjust balance forward date when printing statements from Ledger

It would be really helpful to be able to adjust the balance forward date when printing or e-sending statements directly from the ledger. One month is often not enough time to capture all the services contributing to the balance of a family (especi...

Created 4 May 02:37pm by Guest

Statements

0 Needs review
156 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