Dentrix Ideas

4 Vote

more billing statement options

There needs to be an option to hide the internal debit and credit adjustments on the billing statements. In this day and age of technology, this should not be a difficult fix. I see it was suggested quite some time ago and still not reviewed.l

Created 21 Dec 15:46 by Guest

Billing and Adjustments

1
4 Vote

Send statements with line items

Please provide for automatically sending statements with every transaction from the last zero balance. Patients don't want to get statements with "balance forward." When a patient has a transaction and I want to send an e statement, it should auto...

Created 22 Nov 16:53 by Guest

Billing and Adjustments

0
3 Vote

Finance charge should be calculated 30 days from last payment with a balance

Currently, finance charges are automatically posted on the first of the month regardless of if the patient just made a payment the week before. Or if patients are on a billing/payment agreement paying monthly on a set date that is not the first of...

Created 03 Aug 02:00 by Ellie

Billing and Adjustments

0 Needs review
4 Vote

Date of service on statement of services rendered

It would be very helpful if the date of service was on the statement of services rendered. Flex plans require this & we are having to type it on them.

Created 29 Oct 15:27 by Guest

Billing and Adjustments

1
5 Vote

payment option- refund to credit card

Sometimes have to refund a patients account on their credit card. Doesn't show in daily totals of credit cards.

Created 25 Jan 17:51 by Guest

Billing and Adjustments

0
3 Vote

Itemizing adjustments when entering insurance payments.

I think we should be able to enter adjustments that are attached to specific procedures. Just like we are able to itemize the payment, we should be able to itemize adjustments so we are able to see exactly which codes we are adjusting and how much.

Created 01 Jul 21:42 by Maggie England

Billing and Adjustments

0 Needs review
5 Vote

Adjust provider payment allocation after month end closes

Sometimes the month closes out automatically on the weekend and if a patient made a payment after hours before the month closes out. Sometimes the payment doesn't get allocated properly and we have to make adjustments, but once the month is closed...

Created 21 Oct 17:13 by Guest

Billing and Adjustments

1
2 Vote

Automatically Allocating Balances

Instead of manually allocating debit and credit adjustments for a family ledger, Dentrix should be able to run a utility report to allocate automatically all ledgers that are unbalanced.

Created 15 Mar 19:00 by Guest

Billing and Adjustments

1 Needs review
5 Vote

Attach Insurance Credit Card Payment to Power Pay

Integrate the insurance claim to Power Pay so that the insurance claim is cleared out when the insurance virtual credit is entered Power pay. At this time we have to run the payment through Power Pay first and then go back and close the insurance ...

Created 01 Oct 16:52 by Guest

Billing and Adjustments

0
3 Vote

Remove "Please Pay This Amount" on emailed statements

We just had QuickBill installed to our program so that we could now email statements to patients. The mailed home statements look perfect, but the emailed ones have a "Please Pay This Amount" that shows a balance that is not correct due to the fac...

Created 18 May 22:34 by Guest

Billing and Adjustments

1 Needs review