Dentrix Ideas

479 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 about 1 month ago by Guest

Patient Facing Documents / Statements

34
413 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" i...

Created about 1 month ago by Guest

Ledger / Patient Facing Documents / Statements

61
202 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 about 1 month ago by Guest

Statements / Billing and Adjustments

37
180 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 about 1 month ago by Guest

Statements / Billing and Adjustments

53
141 VOTE

More Billing and Adjustment Types

Need the ability to create up to 99 billing and adjustments types or more. There are not enough. Let the providers decide how many they need. Not all offices use the billing types, but we sure could use more.

Created about 1 month ago by Guest

Statements / Billing and Adjustments

21
135 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 about 1 month ago by Guest

Statements / Billing and Adjustments

5
124 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. Includ...

Created about 1 month ago by Guest

Statements / Billing and Adjustments

24 Planned
120 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 about 1 month ago by Guest

Statements / Billing and Adjustments

27 Planned
69 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 about 1 month ago by Guest

Statements

11 Planned
52 VOTE

Billing Statement option for amount to pay if late

Add an option for billing statements to include: Amount Due if Paid by (date) $ Amount Due if Paid after (date) $. The user could specify how many days past the due date the statement is late and the late charge amount to use. [163093]

Created about 1 month ago by Guest

Statements

3 Planned