Dentrix Ideas

33 Vote

BALANCE FORWARD=ANGRY PATIENTS

I have seen multiple requests for the Balance Forward on our statements to be be changed to something that makes more sense. PLEASE make our statements easier for the patients to read and for us to explain. Make it make sense! Every time we send o...

Created 1 Nov 03:03pm by Guest

Statements

6 Needs review
16 Vote

automatic post "sent Statement" in Ledger once it is printed or e-billed

No description provided

Created 13 Feb 08:17pm by Guest

Statements

0 Needs review
13 Vote

Need to add QR Code to paper statements for Online Payments

Many patients are asking to pay their bill online. We need to add our QR code to paper statements for this to happen and it doesn't allow this. We already have a click to pay for email statements, but some patients still receive statements by mail.

Created 6 Apr 09:47pm by Candi Clayton

Statements

0 Needs review
12 Vote

Print Statements for Patient, Not Guarantor

We would like to send physical mail directly to the patient, NOT the guarantor. How is there not an option to use the patient's name for statements? I think it would be a useful addition. Every time we print, it only adds the guarantor's name to t...

Created 13 May 04:29pm by Guest

Statements

0 Needs review
11 Vote

Ability to print statement with custom date parameters

Patients often request custom dates of transactions. Currently that is not doable through the print feature with either transactions OR statement.

Created 23 Jan 09:56pm by Vicki Neve

Statements

0 Needs review
11 Vote

Print Income Tax Receipt

The option now is not an Income Tax Receipt. It should show only payments made by the patient throughout the tax year. Not the adjustments, treatments, ins. payments, etc.

Created 8 Jan 06:50pm by Guest

Statements

0 Needs review
11 Vote

Single patient statements

when sending billing statements to a patient we need an option to have it NOT show all the recent charges and adjustments for the whole family, an option to show only the recent charges and adjustment for that specific patient. When adult dependen...

Created 17 Feb 07:43pm by Guest

Statements

2 Needs review
10 Vote

When sending an individual statement from ledger, add option to change the date you want to start statement from, its available for patient transaction print but not statements

There are many times someone wants a statement for a certain date start/end, would be more convenient, the ledger transactions print outs are not a statement.

Created 16 Oct 02:18pm by Guest

Statements

0 Needs review
10 Vote

Printing multiple date walkouts in one receipt

There should be an option to print walkouts for multiple dates on one report.

Created 15 Mar 08:03pm by Guest

Statements

1 Needs review
9 Vote

Automated Collections Process Needed

When processing statements, we currently have to manually track and send patients to collections. This process is time-consuming and leaves room for human error because we have to remember which patients have reached the collections threshold. As ...

Created 3 Dec 07:02pm by Guest

Statements

2 Needs review