Dentrix Ideas

Patient Ledger


  • Guest
  • Dec 19 2025
  • Needs review
  • Attach files
  • Guest commented
    19 Dec 15:21

    I We need a way to be able to select specific date range in patient ledger (beginning & ending date) for patients requesting this for their transaction history but only in the requested date range and not the entire ledger from when they first started coming to us. It should include services, patient payments, and insurance payments. And this should be able to be done quickly since patient is standing in front of us. When you try and print the ledger now and give it a start date it still starts at the beginning of when they were seen and there is no place to enter an end date and it will just print up until their last transaction/visit.

  • Guest commented
    19 Dec 15:20

    We need a way to be able to select specific date range in patient ledger (beginning & ending date) for patients requesting this for their transaction history but only in the requested date range and not the entire ledger from when they first started coming to us. It should include services, patient payments, and insurance payments. And this should be able to be done quickly since patient is standing in front of us. When you try and print the ledger now and give it a start date it still starts at the beginning of when they were seen and there is no place to enter an end date and it will just print up until their last transaction/visit.