Dentrix Ideas

1 Vote

Print statement

Right click on patient's ledger and print the statement but have the ability to change date and other options.

Created 10 Sep 04:00pm by Guest

Statements

0 Future consideration
8 Vote

Individual Statement

Allow to make individual statements instead of been for the whole family. Sometimes insurances take too long to pay for the whole family and if one of the members have a balance I want to send a statement.

Created 6 Sep 06:52pm by Guest

Statements

0 Future consideration
2 Vote

Statement mailing address needs to move 4 spaces to the right or center statement on the page.

When using the correct window envelopes (per Dentrix specifications) for the statements, if the statement shifts the slightest bit in the envelope the first few characters of the patients address gets cut-off. This results in the post office retur...

Created 22 Aug 05:40pm by Shari

Statements

0 Future consideration
3 Vote

when you send a statement out it should save a copy in doc center

when we send statements out it should save a copy to doc center so we can look at was sent out and what it said . patients call all the time and claim we didn't send them a statement or that's not what my statement said. It will also confirm the a...

Created 21 Aug 09:42pm by Guest

Statements

1 Already exists
1 Vote

Add the MORE INFO button to Statement print preview

It would be great if we could have the "More Information" button added to the statement print preview window - I review all of our statements before sending and we have a lot that are not necessary to print and send simply because the patient is s...

Created 14 Aug 05:45pm by Amanda

Statements

0 Future consideration
2 Vote

Like to create a report of patient's balances

I'd like to be able to create a report showing all patients balances. This way you could easily be able to see who's late, who you may want to send another statement to, etc.

Created 6 Aug 01:58pm by Guest

Statements

1 Future consideration
3 Vote

Do not send statements to patients with outstanding claims

If you click the option to do not send statement to patients with a claim pending it should NOT create a statement for patients with ANY primary or secondary claim pending. It should not create statements if this or but this IF you chose no statem...

Created 6 Aug 01:35pm by Guest

Statements

1 Already exists
5 Vote

Statement sent appear as line item in ledger

It is helpful for the patient to see payment history including when they were sent a statement. This is helpful with some slow pay accounts.

Created 24 Jul 12:45pm by Guest

Statements

0 Future consideration
2 Vote

Statements for Claims Closed

Generating patient statements for only claims closed if account has an additional claim that is still open. Thus the patient can pay their co-payments on closed claims or utilize flex monies.

Created 23 Jul 02:46pm by Guest

Statements

0 Future consideration
2 Vote

auto populate statement sent onto ledger when sent electronically

When you send a Billing Statement it would be great if it posted to the ledger automatically, rather than having to make up a code and document each one individually.

Created 18 Jul 10:17pm by Guest

Statements

0 Future consideration