Dentrix Ideas

ledger - Walk out statements and Health Saving Accounts

We have been having a lot of trouble with flex spending and Health Saving accounts accepting our walk out statements. I spoke with a representative last week who informed me the reason they will not accept them is because it says "Billing Date" instead of "Date of Service". No where on the walk out statement does it say when the services were performed. Even though we know the only time it can be created is on the date of service, the people reading them do not know this. I pointed out that the top it says "statement of services rendered", but the rep said it would not work. He also informed me printing the ledgers would no longer be acceptable by the IRS as valid receipts. If we could have a readable walkout statement which clearly states when the services were rendered this would satisfy the demands of the government regulated HSA and Flex account managers and it would save us a lot of hassle in the months following the appointments in creating statements which have all the correct dates of service.e
  • Guest
  • Jul 9 2019
  • Likely to Implement
  • Jul 9, 2019

    Admin response

    Your Enhancement Request has been recieved, thank you.
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  • Corliss Sar commented
    26 Mar, 2021 04:11pm

    Yes DOS & dental codes

  • Unknown Unknown commented
    20 Jan, 2021 05:46pm

    it also NEEDS to have the dental codes listed

  • Guest commented
    20 Jul, 2020 09:38pm

    Search payment option also WILL add the 2 different payments into one bulk payment, even if one is with an HSA and the other with another CC.

  • Guest commented
    7 Apr, 2020 05:54pm

    I need the dental codes put on this also for the HSA people!

  • Guest commented
    1 Jan, 2020 12:00am

    I have a patient who is also having problems with his health savings plan, they will not allow charges because the insurance payment does not show dos. please update the system so the ledger print out shows the dos of claim. I have worked with other systems and it makes billing and health savings acceptance easier.  thank you

  • Guest commented
    9 Jul, 2019 04:23am
    You already have the capability to do this. In Office Manager, under reports, Family Ledger, set the report date to December 31, 2009, select the family (from and to the same) and the first transaction date to January 1, 2009. I do this all the time for patients who request it. It doesn't make sense to do it for everyone tho....wasted paper.
  • Guest commented
    9 Jul, 2019 04:23am
    It sounds like you may be using the Family Walkout to bill insurance. Try using the Walkout/Doctor's Statement.
  • Guest commented
    9 Jul, 2019 04:23am
    This is a huge problem. The problem could easily be fixed by changing the wording.
  • Guest commented
    9 Jul, 2019 04:23am
    Thank you kstalls62! didn't know you could do that.
  • Elva Garcia commented
    9 Jul, 2019 04:23am
    It would also be really helpful if the ADA codes could print as well. We have patients who have said their flex wants the ADA code.
  • Guest commented
    9 Jul, 2019 04:23am
    You can also go to the ledger, go to file and then to search payments, it pulls up window that allows you to specify dates & payment types ( ex. ins or patient) and get just a year total with all the payments without all the procedures that were done that year. Usually all the patients wants is what they paid and with this report you can give them just what they are looking for.
  • Guest commented
    9 Jul, 2019 04:23am
    We are having problems too. It also would be nice to have the ADA codes print on the walkout statement, because some HSA's are requiring them.
  • Guest commented
    9 Jul, 2019 04:23am
    To print ADA codes on family walkouts: Office Manager/Maintenance/Practice Setup/Preferences, select Print Options tab, and check box for "Use ADA Codes in Descriptions".
  • Guest commented
    9 Jul, 2019 04:23am
    HSA are no longer accepting our walk out statement since it does not print the date of service nor the payment date. Some are now requiring ADA codes. Takes longer.
  • Guest commented
    9 Jul, 2019 04:23am
    WE NEED TO BE ABLE TO DATE RANGE THE STATEMENT AND IT NEEDS TO SHOW THE PROCEDURE CODE, TOOTH # DATE OF SERVICE AND DESCRIPTION OF SERVICES THE CHARGE AND THE PAYMENT ALL ON ONE STATEMENT. WE SHOULD BE ABLE TO PRINT THIS AT ANY GIVEN TIME. ALSO AT TAX TIME PATIENTS WANT A LIST OF ALL PAYMENTS FOR THE YEAR AND THE ONLY THING WE CAN GIVE THEM THIS IS TO PRINT A COPY OF THE LEDGER. IT NEEDS TO BE EASIER AND WE ARE HAVING TROULBLE WITH THE FLEX PEOPLE AND THEM ACCEPTING OUR PAPERWORK.
  • Guest commented
    9 Jul, 2019 04:23am
    Bottom line: we need one form that is a combination of the Patient Walkout and the Attending Dentist form, one form that includes Provider NPI, TIN, License No., Patient info (social, DOB, etc), as well as ADA codes, date of service and payment. We are having to give pts walkout forms AND Attending Dentists forms for them to submit to their Flex Funds and HSAs; not only is that inefficient, but it's using two sheets of paper and extra toner when we're trying to be eco-friendly in the 21st century! ;)
  • Guest commented
    9 Jul, 2019 04:23am
    You should already be able to do that by checking your billing set ups. Make sure all the boxes are checked and then be sure to save as default.
  • Guest commented
    9 Jul, 2019 04:23am
    I would like to have, in the "Print" dropdown menu, a choice to "print income tax receipt" The way to do it now is just a few steps longer but since income tax receipts form the bulk of the need to print receipts, this improvement would add up to enough time savings and convenience to make it worthwhile. Thanks for following up.
  • Guest commented
    9 Jul, 2019 04:23am
    Currently we are doing the following, which is what Dentrix support instructed us to do: Office manager-->Reports-->Billing-->Statement Date [Dec.31 2011], Balance Forward Date [Jan.1 2011] with the Guarantor Selected From and To [the patient who wants the receipt.] Which is really cumbersome! I envision the patient's ledger having a one-click option which says "print tax receipt" and the only things I would have to select are the from and to dates. It would then print all patient payments in that time period. Thanks for your follow-up and I look forward to this fix! Cheers, K. M. Black D.M.D.
  • Guest commented
    9 Jul, 2019 04:23am
    Where is the report?
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