Dentrix Ideas

546 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

Statements / Patient Facing Documents

43 Likely to Implement
476 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 9 Jul 04:23am by Guest

Statements / Patient Facing Documents / Ledger

65 Likely to Implement
222 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

Statements / Billing and Adjustments

42 Likely to Implement
201 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

Statements / Billing and Adjustments

54 Likely to Implement
149 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 9 Jul 04:48am by Guest

Statements / Billing and Adjustments

24 Planning to Implement
143 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

Statements / Billing and Adjustments

5 Likely to Implement
138 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

Statements / Billing and Adjustments

27 Planning to Implement
77 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

11 Planning to Implement
54 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 9 Jul 04:54am by Guest

Statements

3 Planning to Implement
1 Vote

G7.4 Electronic Claim screen

Love the new Electronic claim screen. It would be great that when you click on the ledger icon within that screen that it stays on the recent view (such as Ledger+History view) You have to change it every time.

Created 8 Jan 10:08pm by Cindy Day

Statements

0 Needs review