Dentrix Ideas

6 Vote

Printing receipts for an individual patient and DOS that shows codes & payment

The option to print a walkout for a specific patient, on a specific date of service that shows the treatment completed with codes and the payment made that day. Currently, this is on separate forms and a walkout cannot be printed for only a specif...

Created 29 Nov 02:54pm by Brianna

Statements

0 Needs review
13 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

2 Needs review
633 Vote

More note text for billing statements

Increase the character number limit for the billing statement note text (for all billing statements and for individual account billing statement note) and allow the longer note to be printed on the billing statement. [152527]

Created 9 Jul 04:56am by Guest

Patient Forms / Statements

46 Future consideration
574 Vote

ledger - Walk out statements and Health Saving Accounts

We have been having a lot of trouble with flex spending and Health Saving accounts accepting our walk out statements. I spoke with a representative last week who informed me the reason they will not accept them is because it says "Billing Date" in...

Created 9 Jul 04:23am by Guest

Ledger / Patient Forms / Statements

69 Future consideration
41 Vote

Need an easy way to print ledger for a specific date range with a chosen START and END date, patients always request this for their taxes.

This would help the staff to print out the ledger for a calendar year, showing total of charges, discounts or write-offs, insurance payments and patient payments. We have about 100 patients each year that request this for their taxes. Our old soft...

Created 4 Apr 09:23pm by Guest

Statements

4 Future consideration
260 Vote

Individual Patient billing type and individual statement

Allow the practice to assign a different billing type for a member of the family, and to be able to run billing statements and walkout statements by individual patients.

Created 9 Jul 04:54am by Guest

Billing and Adjustments / Statements

50 Future consideration
237 Vote

Customize billing statements

Allow the practice to customize billing statements. For example: option to omit the patient chart number; include or hide certain transaction types; change any of the wording (e.g. Balance Forward, Finance Charge); add any wording; change size of ...

Created 9 Jul 04:53am by Guest

Billing and Adjustments / Statements

57 Future consideration
176 Vote

Customize walkout statements

Add options to customize the walkout statements. Options to exclude insurance estimates, print with estimate of balance due for next appointment, hide fees and print total at bottom, print out alternate codes. Sort options for procedures. Include ...

Created 9 Jul 04:48am by Guest

Billing and Adjustments / Statements

25 Future consideration
162 Vote

List billing statements sent with transactions

Option to include a line for each time a billing statement has been generated for the account, within the ledger, listed with transactions; with an option to view the billing statement from the Ledger, also show journal notes in the ledger.

Created 9 Jul 04:52am by Guest

Billing and Adjustments / Statements

30 Future consideration
158 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