Dentrix Ideas

Easy ledger for tax purposes

I would love a feature that allows me to easily pull a patient ledger within a date range. Not just from a starting date, but for example, pull a ledger that only shows postings from Jan. 1 through Dec. 31 of a given year. Then it would be nice if the ledger could be sorted/filtered to separate payments from procedures, etc.

  • Guest
  • Feb 12 2020
  • Already exists
  • Feb 26, 2020

    Admin response

    Give these steps a try.

    Open Office Manager | Reports | Ledger | Family Ledger. Select the Guarantor in both the "From" and the "To" boxes. Enter the beginning date of the desired range in the First Transaction Date box. Enter the ending date of the desired range in the Report Date box. Click OK and print the report from the Batch Processor.

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  • Jesseca Jeanneret commented
    22 Apr, 2021 06:33pm

    I agree that the Admin Response does not work for the Question and suggested Idea. This is still just a listing and not full accounting to tie Payments and Adjustments to line item charges/procedures. The suggested Idea would be helpful the Admin Response is not.

  • Guest commented
    9 Feb, 2021 08:32pm

    the admin response does not work - i tried it - also not a good option as not all ledgers have patients that are "guarantor" but still want their year receipts