Dentrix Ideas

2 Vote

statements sent by patient rather than by guarantor

I would like to see statements sent to individual patients rather than by guarantors only. A patient of ours that is the guarantor received a statement for a balance from his wife that did not even show the procedure or her name listed. This caus...

Created 13 Feb 10:27pm by Guest

Statements

0 Future consideration
2 Vote

Templates for Guarantor Notes

It would be really useful to have templates for the guarantor notes. Our office sends several hundred statements each month and each account is reviewed/notes made - if we had the option to set up templates like we do for chart notes, it would sav...

Created 21 Jan 07:23pm by PB

Statements

0 Future consideration
2 Vote

Late charge should specify what family member it applies to, not head of household, on statements

It is confusing on statements when the system automatically names head of household for the late charge. Would like to be able to enter the patient name late charge is attached to, so the bill payer can relate to it.

Created 19 Nov 02:13pm by Guest

Statements

0 Future consideration
1 Vote

Simplify sending single statements

Please give the option of not having to close the pop up after each individual statement is sent. We do monthly statements but then we also send out a statement after we close a ins claim and there is a balance. This can be up to 100 statements a ...

Created 15 Apr 06:01pm by Guest

Statements

0 Needs review
1 Vote

For Family billing have a name next to charges so that they can see which child is being billed for

Suggest that there be a balance forward amount at the start of each billing statement and list a name for the current charges so the family can know which child the charges can be attributed to.

Created 30 Mar 06:49pm by Guest

Statements

0 Needs review
1 Vote

E-Statements

E-statements need to be set up so pts that are marked no interest do not recieve interest charges. Also, it needs to be set up so that the insurance portion is an option just like it is in printing statements.

Created 30 Mar 05:32pm by Guest

Statements

0 Needs review
1 Vote

Individual Statement

Even if patient has a whole family we should be able to send out indivdual statement per person. Without showing the full balance.

Created 24 Mar 12:11am by Guest

Statements

0 Needs review
1 Vote

Print patient statement for date range of payments made

We have many patients who pay out of pocket for their dental work for all of a portion of it. It would be really convenient to be able to print out a statement listing all payments they have made on their account without including treatments or in...

Created 8 Mar 05:05pm by David A

Statements

0 Needs review
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
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