I need a report that can pull patients by their fee schedule. This will help me when I create a new fee schedule. We use some of our fee schedules for sliding fee. These are approved for 1 year from the patients start date. But we update our fee schedule every year. I would then be able to pull the report to see who is on the old fee schedule and update them to the new one when their sliding fee expires.
Thank you for the recommendation, we are always looking for ways to improve the product. There is a current feature that we recommend you to look at by browsing to our knowledgebase. please see the link and article below.
https://www.dentrix.com/support/resource-center
Article: 35079
A custom list can be created by using the filters, such as fee schedule, to pull a list of patients that you are looking for. if you need assistance with this, we do encourage you to contact support.