Dentrix Ideas

Start and END date printing Family Ledger or Patient's Ledger Reports

Right now we cannot put and end date when creating this report and sometimes it is needed.
  • Guest
  • Jul 9 2019
  • Likely to Implement
  • Jul 9, 2019

    Admin response

    We appreciate your feedback, thanks.
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  • Guest commented
    5 Apr 08:25pm

    I was thinking 'bout this yesterday and how nifty it would be. Great idea!

  • Guest commented
    21 Mar 02:46pm

    I agree it would be extremely helpful.


  • Lorita Singh commented
    10 Feb, 2021 08:25pm

    Start and End date on ledger would be every helpful for patients with flex accounts.

  • Unknown Unknown commented
    20 Jan, 2021 05:51pm

    it also NEEDS to have the dental codes listed

  • May Jus commented
    8 Apr, 2020 06:31pm

    We recently updated to G7 and it's frustrating to see the new features that require extra clicks. Like who thought that was necessary?? Yet, you can't figure out how to put in place such an important feature as the end date of a ledger report. It's been requested for YEARS. I thought you guys were supposed to take our suggestions seriously and create solutions to our very real problems. VERY DISAPPOINTED. (We came from Softdent; Staff have experience with both Dentrix & Eaglesoft)

  • Crissy commented
    4 Mar, 2020 07:13pm

    This seems like an easy fix, we would use this ALL the time. Patients are constantly asking for past receipts and they find the ledgers very confusing. Worse the FSA people don't like them because they are not clear enough for them and then we have upset patients because they can't use FSA money for dental treatment. Please come up with something to solve this problem. Thanks!

  • Guest commented
    9 Jul, 2019 04:26am
    i agree. often when a patient comes back the next day or week to pay us, the walked out payment shows but not the charges so i have to go in a reprint a walk out statement for that date they were here to show the charges. if we could enter dates for the walk out statement to print we could get all the info on one sheet of paper...so that the charges and payments, even thought they are on different dates, would all show up.
  • Guest commented
    9 Jul, 2019 04:26am
    Agreed. This is a major problem. Many times people need a statement or ledger that shows 1 date of service and the payments made for this service (for Health Savings account or something else). It would be nice to print some type of receipt that you could put in the beginning and end dates. This would need to show ADA code, procedure and payment(s).
  • Guest commented
    9 Jul, 2019 04:26am
    I agree! However, I don't find the walk-outs to be adequate enough because there is no logged history kept in the Office Journal when you print a walk out. This makes it difficult to keep track of when or how often a patient is being billed by walk-outs. When you select to print a statement, there should be an option to select a range of dates to appear on the statement, before you print, batch, or email the statement. KEEP VOTING!!!
  • Guest commented
    9 Jul, 2019 04:26am
    year end out of pocket expenses is a prime reason for needing more choices in printing options for the ledger!
  • Guest commented
    9 Jul, 2019 04:26am
    Too time consurming to do it from office manager when you have patients waiting; need to be able to do from ledger.
  • Guest commented
    9 Jul, 2019 04:26am
    The office manager print out works, however it should be much easier than that; new employees have a hard enough time learning the system; chasing a report is not ideal.
  • Guest commented
    9 Jul, 2019 04:26am
    You can select a start date,under patient ledger select print, select single patient or family and choose the start date . I know you can't choose an end date but at least you can reduce the size of the ledger.
  • Guest commented
    9 Jul, 2019 04:26am
    Go Back to the Walkout statement and select the date of service and the service for that date will show and also the date of the payment for that service. No need to print the ledger.
  • Guest commented
    9 Jul, 2019 04:26am
    I agree. It would be very helpful for the ADA codes to be included for those who have HSA's and need more detailed statements for reimbursement.
  • Guest commented
    9 Jul, 2019 04:26am
    office manager/reports/ledger/patient ledger for the report date put last day of the year you are wanting in report i.e. for 2011 you would put 12/31/2011 then select your patient and then put in first transaction date. If you want whole year put in 1/1/2011 this will give your 2011 ledger report for patient selected. Hold in mind if you still have outstanding insurance claims it will pick those dates up as well and add them to your report.
  • Guest commented
    9 Jul, 2019 04:26am
    Yes, please allow a date RANGE.
  • Guest commented
    9 Jul, 2019 04:26am
    on the ledger, it is nice if you could create a page break on every service date. so when we received a payment from patient or insurances it is easier to track down on which services that needs to collect when payments were received. page break will separate day's treatment, patient's/insurance payments and it will help us not to be more confuse on who paid and what not.
  • Guest commented
    9 Jul, 2019 04:26am
    to highlight and tabulate ledger totals as needed by selecting services and seeing a total
  • Guest commented
    9 Jul, 2019 04:26am
    I would like to be able to apply a filters in the ledger. I have many patients request a specific date of service, and not all of ledger history. It would be easier than copy, paste in excel, and then delete everything not needed. It takes too much time to do so, when patients are in a hurry to leave.
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