Statements | Dentrix Ideas

Add to entry Office Journal when a statement is sent through Office Manager/Billing

When a statement is sent through the Ledger, an entry is made is office Journal. However when the statement is sent through of Office Manager/Billing, IT IS NOT. I review accounts and those with overdue accounts, I want to make sure extra statemen...

Created 31 Dec 20:33 by Guest

Statements

0 Needs review

667 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 14:18 by Guest

Statements

0 Needs review

186 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 09 Jul 04:48 by Guest

Billing and Adjustments / Statements

27 Future consideration

55 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 04 Apr 21:23 by Guest

Statements

4 Future consideration

167 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 09 Jul 04:52 by Guest

Billing and Adjustments / Statements

30 Future consideration

161 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 09 Jul 04:54 by Guest

Billing and Adjustments / Statements

5 Future consideration

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Add to entry Office Journal when a statement is sent through Office Manager/Billing

More note text for billing statements

ledger - Walk out statements and Health Saving Accounts

Individual Patient billing type and individual statement

Customize billing statements

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

Customize walkout statements

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.

List billing statements sent with transactions

Finance charge option: skip if claims pending

Filter by status

Filter by category

Identify yourself with your email address

Add to entry Office Journal when a statement is sent through Office Manager/Billing

More note text for billing statements

ledger - Walk out statements and Health Saving Accounts

Individual Patient billing type and individual statement

Customize billing statements

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

Customize walkout statements

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.

List billing statements sent with transactions

Finance charge option: skip if claims pending