Dentrix Ideas

1 Vote

Full running account balance on statements

I would like to have an option to print the full leger balance on the monthly statements. Instead of having a balance forward date, I would like to have the history show from the last time the account had a zero balance so patients can easily see ...

Created 4 Oct 07:55pm by Guest

Statements

0 Needs review
1 Vote

Customizing E-Statements - Adding QR Code

Adding an office's personal QR code to statements would make it easier/faster for patients to make payments to the office.

Created 3 Oct 10:02pm by Unknown Unknown

Statements

0 Needs review
1 Vote

office email on statement when printed and have enough characters in treatment plan statement to add email

No description provided

Created 3 Oct 08:23pm by Guest

Statements

0 Needs review
604 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
535 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

68 Likely to Implement
244 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

48 Likely to Implement
225 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
167 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

24 Planning to Implement
155 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
153 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