Dentrix Ideas

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 18:01 by Guest

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 17:40 by Shari

Statements

0 Future consideration
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 18:49 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 17:32 by Guest

Statements

0 Needs review
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 06 Aug 13:58 by Guest

Statements

1 Future consideration
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 00:11 by Guest

Statements

0 Needs review
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 14:46 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 22:17 by Guest

Statements

0 Future consideration
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 08 Mar 17:05 by David A

Statements

0 Needs review
1 Vote

Billing detail beyond just the current month

Would be nice to be able to select to include account detail for the prior 60 or 90 days. the average insurance take 45 days to process a claim and patients often need more than 1 statement. On additional statements it would be nice to have more t...

Created 07 Feb 21:27 by Guest

Statements

0