Dentrix Ideas

1 Vote

Select a printer before printing walkout statement so we can easily select to save and email the receipt

Some patients want to email their receipt, some wanted printed, we should be able to select the printer each time like when we print a treatment plan.

Created 9 Sep 05:47pm by Guest

Statements

Needs review
1 Vote

Allow user to set the default balance forward to "since last 0 balance."

We like to be able to generate statements that show all history since the last 0 balance. This provides greater clarity for the patient to understand where the balance comes from. Otherwise, there is often a balance listed on the balance forward d...

Created 4 Sep 08:57pm by Guest

Statements

Needs review
2 Vote

PAYMENT PLAN

Payments plans should automatically update when payment is entered

Created 28 Aug 01:21pm by Guest

Statements

Needs review
1 Vote

single patient ledger payment

When a payment is made after treatment entered in the ledger, it shows correctly but when you print a single patient ledger it shows the payment before services giving the patient a credit. How can we fix it to show the payment after services/trea...

Created 20 Aug 03:03pm by Guest

Statements

Needs review
1 Vote

Add the ability to view the ledger on statement from Post Claim Closure report.

Add the ability to view the ledger on statement from Post Claim Closure report.

Created 20 Aug 01:07pm by Susie Nosbusch

Statements

Needs review
3 Vote

Allow billing statements to be saved directly to the Document Center without requiring printing.

Currently, billing statements are only copied to the Document Center after they are printed. This creates unnecessary steps for offices that email statements and maintain paperless workflows. We would like an option to generate billing statements ...

Created 11 Jun 03:13pm by Guest

Statements

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

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

Needs review
9 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

Needs review
13 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

Needs review