Dentrix Ideas

161 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 Future consideration
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
29 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
94 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

14 Future consideration
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
2 Vote

Cut-off Date for billing statement

When patients request a tax receipt or billing statement for a specific year, it would be helpful to be able to select a cut off date in addition to the balance forward date so that you can select a more specific date range (for example not have a...

Created 17 Apr 01:56pm by Guest

Statements

0 Needs review
65 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

4 Future consideration
2 Vote

Ability to print a statement for a patient to take in person to show credit card option and select dates

Sometimes it's needed to print a statement with a balance when the patient is in person or to mail an individual invoice. Would be very helpful to be able to include the section for credit card information directly from the patient ledger rather t...

Created 7 Apr 08:24pm by Jacquie R

Statements

0 Needs review
11 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
13 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