Dentrix Ideas

667 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 09 Jul 04:56 by Guest

Patient Forms / Statements

46 Future consideration
607 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 09 Jul 04:23 by Guest

Ledger / Patient Forms / Statements

69 Future consideration
9 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
268 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 09 Jul 04:54 by Guest

Billing and Adjustments / Statements

51 Future consideration
251 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 09 Jul 04:53 by Guest

Billing and Adjustments / Statements

58 Future consideration
1 Vote

Quickbill Automated Statements: In Quickbill statements should be automatically sent via email/mail until balance is zero once original statement has been created and sent to patient.

At present, patient statements are not automatically generated and sent to patients monthly, bimonthly etc in DENTRIX. Once a statement has been created and sent to a patient, the office staff has to resend these statements every month until there...

Created 09 Dec 19:17 by Guest

Statements

0 Needs review
2 Vote

Tax receipts- make individial option

Currently if we do a billing report from beginning of the year, you can only make it for the H of H and all family members together. It would be beneficial to have an option to do for each family member. Especially when separate family members may...

Created 26 Nov 21:44 by Guest

Statements

0 Needs review
185 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