Dentrix Ideas

6 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
663 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
1 Vote

isolating statements based on a specific ledger selection

We have patients call all the time who want billing statements from previous dates of service to turn in to HSA and FSA companies for reimbursement. The companies are getting stricter, and some will no longer accept a ledger printout for the dates...

Created 29 Oct 15:13 by Guest

Statements

0 Needs review
606 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
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
250 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
184 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
54 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
4 Vote

ADD TOOTH# TO STATEMENT PRINT OUT

Please add tooth# to statement. Its not convenient to print statement then hand write tooth#'s next to each procedure THEN scan it in & email to patient or give to pt in office. PLEASE consider this as option for statements. Thank you!!

Created 16 Sep 16:20 by Guest

Statements

1 Needs review
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