Dentrix Ideas

Change the default for balance forward date on statements

If we could have the ability to set the default to 60 days or whatever,  instead of 30 days back.  Sometimes by the time insurance pays, and we need to send a statement for the balance, the history isn't listed because it's been more than 30 days.

  • Guest
  • Nov 22 2019
  • Future consideration
  • Mar 24, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

    The current default is 30 days, however you can manually change it to 60 days each time a statement is ran if needed.

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  • Guest commented
    25 Sep 14:37

    Yes! Patients are always calling asking what "balance forward" means. This can be easily fixed and will save us a lot of phone calls and admin time!!

  • Guest commented
    25 Sep 14:36

    Yes we need this ASAP!!