Dentrix Ideas

4 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
5 Vote

notes to show up in ledger

The ledger should be able to show when billing statements have been sent along with being able to post notes that can also be seen in the ledger. These would be separate line items by date. And being able to see the initials of the person posting ...

Created 11 Jul 04:41pm by Guest

Ledger / Statements

0 Future consideration
611 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
154 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
248 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

49 Likely to Implement
63 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
89 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

13 Planning to Implement
228 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