Dentrix Ideas

Create a Report for Billing Statements

Please create a customize-able report that would be able to toggle between patient's  name, last date of statement  sent and show monthly, and annual reports of sent statements alphabetically & chronologically.

  • Guest
  • Jan 7 2020
  • Already exists
  • Mar 5, 2020

    Admin response

    1. This can be tracked in the Office Journal
    - Navigate to a patient's Family File, Ledger, or Chart and click on File | Office Journal
    - Click on View | Filters and highlight Billing Statements on the left; click ok
    2. Or using the "Last Statement Date" which shows at the bottom of the patient's Ledger.

    IMPORTANT NOTE: Please keep in mind that the Billing statement will NOT show in the Office journal unless it is either actually printed or send electronically. Sending it to Batch processor alone WILL NOT add an entry into the Office journal. Also, one office was printing Family LEDGERS, not statements, which are not tracked in the Office journal. If desired, please enter an Enhancement request.

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