Dentrix Ideas

1 Vote

Walkout receipt format

Change the "prior balance" and "current credit" on the walk out receipt!! We receive many questions or calls a day about the "prior balance" and "current credit", and is consuming far too much time. What the insurance or patient's last payment was...

Created 30 Apr 04:54pm by Guest

Statements

0 Needs review
3 Vote

QR Codes on statements

We have to wait on checks to arrive or patients write and send private credit card info written in to be charged. this is unsafe especially with all the private data issues happening. This would be a secure payment option for patients. This should...

Created 23 Apr 05:59pm by Guest

Statements

0 Needs review
678 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
622 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
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
278 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

52 Future consideration
259 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

60 Future consideration
10 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
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
10 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