Dentrix Ideas

1 Vote

Billing Statements - Customize by choosing Patient, DOS, Payments, etc

Billing Statements - printed/emailed from office (not QuickBill) should be able to be customized. By bringing up the guarantor ( & maybe the option to choose or type in a different person the statement should go to like an adult child that Den...

Created 13 Feb 02:29am by Office Manager

Statements

0 Needs review
9 Vote

Automated Collections Process Needed

When processing statements, we currently have to manually track and send patients to collections. This process is time-consuming and leaves room for human error because we have to remember which patients have reached the collections threshold. As ...

Created 3 Dec 07:02pm by Guest

Statements

2 Needs review
1 Vote

Batch insurance payment entry

It will be great if I start a process to batch insurance payments and I need to close the window because I need to do something, to recover that information instead of starting from scratch.

Created 3 Feb 03:36pm by Guest

Statements

0 Needs review
7 Vote

Single Bill statement not a family

The Office needs to print a single statement from the ledger using the bill statement from print but without having the whole family information, because it just came back a comment from a patient to the office of broken the law.

Created 24 Nov 07:06pm by Guest

Statements

0 Needs review
33 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
12 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
11 Vote

Ability to print statement with custom date parameters

Patients often request custom dates of transactions. Currently that is not doable through the print feature with either transactions OR statement.

Created 23 Jan 09:56pm by Vicki Neve

Statements

0 Needs review
16 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
2 Vote

Billing statements indicating secondary

When printing out billing statements to send to patients it already show's an * indicating the charges are pending insurance BUT if the patient has a secondary that is pending there is NOTHING on the statement indicating this so a bill is sent to ...

Created 11 Nov 09:11pm by Unknown Unknown

Statements

0 Needs review
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