Dentrix Ideas

4 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
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
4 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
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
30 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
2 Vote

Quick Bill Statement as Email Link- to be sent has https for patients security comfort

Electronic Email Statments: Patients has complained then they receive their email statement link, it does not show the link to clink on as https:-- Patients worry it is not a secure link to clink on to view statement or pay on-line. When you link ...

Created 6 May 05:31pm by Guest

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
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
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
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