Lord, we need this. #1 if I am printing a portion of the ledger for a pt and they just want a couple days it waste my ink to print everything on the ledger after the start date... Could save so much ink if we coul denter a start AND end date
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)
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!
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.
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).
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!!!
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.
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.
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.
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.
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.
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Lord, we need this. #1 if I am printing a portion of the ledger for a pt and they just want a couple days it waste my ink to print everything on the ledger after the start date... Could save so much ink if we coul denter a start AND end date
I was thinking 'bout this yesterday and how nifty it would be. Great idea!
I agree it would be extremely helpful.
Start and End date on ledger would be every helpful for patients with flex accounts.
it also NEEDS to have the dental codes listed
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)
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!