Dentrix Ideas

5 Vote

statement of services redered

The part of the receipt that says "prior balance "current credits" current charges" "new balance" "dental ins est" Please pay" MAKES NO SENSE!!!! Please change as our patients DO NOT UNDERSTAND IT nor do we!! Very confusing and the numbers are FAU...

Created 06 Feb 20:22 by Guest

Statements

0 Future consideration
1 Vote

Include the full address on billing statements

Currently, the statements will only pull the address from line one in the patient's family file. We are in a small town, so a majority of our patients have PO Box addresses. We would like to have the physical address on line one and the PO Box on ...

Created 02 Nov 19:11 by Heidi Ball-Kilbourne

Statements

0 Needs review
5 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 12:45 by Guest

Statements

0 Future consideration
2 Vote

Ledger history to show on statement preview, auto save to DOC file when sent

New 17.6 does not have the previous ability to preview the exact statement you are mailing out, aging history is missing in the statement preview. This no history statement is auto saved to the DOC file but is useless. The work-around is to batch ...

Created 30 Aug 18:44 by Guest

Statements

0 Needs review
4 Vote

Email receipts easier

With Dentrix Pay my major complaint as well as patients is that we are not able to email the receipt to them. Our old processor we were able to print or click email and add the email in a box and send it to them. Also, it would be great to be able...

Created 21 May 12:52 by Guest

Statements

0
1 Vote

Ater batching bulk ins payment and then generating single statements, accounts with a zero balance are included.

This causes errors in quickbill preview of single statements and typically kicks us out

Created 07 Sep 17:20 by Starleigh Arnold

Statements

0 Needs review
1 Vote

Only bill accounts aging, -30, -60, -90days

I would love to see the aging report adding before 30, 60, 90 days to keep track of the early balances before they get out of control. Alternatively, a date range of overdue account balances would be just as good.

Created 28 Aug 21:31 by Guest

Statements

0 Needs review
4 Vote

TAX RECEIPTS!!!!

Printing a statement does not show a tally of the total amount for the year. We get many complaints that the statement is not a tax receipt.

Created 28 Nov 22:50 by Rachel

Statements

1 Already exists
2 Vote

Aging report

Having an option to click skip accounts with pending insurance claims when printing the aging report. Also, When printing a billing statement having the option to change it to another family member instead of the Head of Household. A lot of adults...

Created 13 May 21:12 by Guest

Statements

3 Needs review
2 Vote

Choose what is on a receipt

I want to be able to manually select what is printed on a receipt. For example, I only want to print the payments made or print only the procedures from a previous appointment (with ADA codes too)

Created 04 Apr 13:53 by Guest

Statements

1 Needs review